Plan Name | MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MYRIAD III LLC |
Employer identification number (EIN): | 454422907 |
NAIC Classification: | 523110 |
NAIC Description: | Investment Banking and Securities Dealing |
Additional information about MYRIAD III LLC
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2012-01-30 |
Company Identification Number: | 83040999 |
Legal Registered Office Address: |
235 FRONT ST SE STE 300 SALEM United States of America (USA) 97301 |
More information about MYRIAD III LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | AMANDA SHINE | 2024-07-11 | ||
001 | 2022-01-01 | AMANDA SHINE | 2023-07-06 | ||
001 | 2021-01-01 | AMANDA SHINE | 2022-07-21 | ||
001 | 2020-01-01 | AMANDA SHINE | 2021-10-15 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JOEL K BLOUNT | |||
001 | 2016-01-01 | JOEL K BLOUNT | |||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | JOEL K BLOUNT | |||
001 | 2014-01-01 | AMANDA SHINE | JOEL K BLOUNT | 2015-07-31 | |
001 | 2013-01-01 | JOEL K BLOUNT | 2014-07-15 | ||
001 | 2012-01-01 | MYRIAD III LLC | 2013-07-30 |
Measure | Date | Value |
---|---|---|
2019: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 11 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $415,201 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,732 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $1,305,769 |
Total plan assets at beginning of year | 2019-12-31 | $892,300 |
Value of fidelity bond covering the plan | 2019-12-31 | $125,000 |
Total contributions received or receivable from participants | 2019-12-31 | $99,660 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $186,016 |
Net income (gross income less expenses) | 2019-12-31 | $413,469 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,305,769 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $892,300 |
Assets. Value of participant loans | 2019-12-31 | $42,321 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $129,525 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,732 |
2018 : MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $140,628 |
Expenses. Total of all expenses incurred | 2018-12-31 | $90,592 |
Benefits paid (including direct rollovers) | 2018-12-31 | $90,517 |
Total plan assets at end of year | 2018-12-31 | $892,300 |
Total plan assets at beginning of year | 2018-12-31 | $842,264 |
Value of fidelity bond covering the plan | 2018-12-31 | $84,226 |
Total contributions received or receivable from participants | 2018-12-31 | $92,548 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-82,736 |
Net income (gross income less expenses) | 2018-12-31 | $50,036 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $892,300 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $842,264 |
Assets. Value of participant loans | 2018-12-31 | $44,223 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $130,816 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $75 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $295,746 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $842,264 |
Total plan assets at beginning of year | 2017-12-31 | $546,518 |
Value of fidelity bond covering the plan | 2017-12-31 | $80,000 |
Total contributions received or receivable from participants | 2017-12-31 | $89,213 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $87,553 |
Net income (gross income less expenses) | 2017-12-31 | $295,746 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $842,264 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $546,518 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $118,980 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $169,080 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $546,518 |
Total plan assets at beginning of year | 2016-12-31 | $377,438 |
Value of fidelity bond covering the plan | 2016-12-31 | $40,000 |
Total contributions received or receivable from participants | 2016-12-31 | $11,618 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $155,056 |
Net income (gross income less expenses) | 2016-12-31 | $169,080 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $546,518 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $377,438 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $2,406 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $98,423 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $377,438 |
Total plan assets at beginning of year | 2015-12-31 | $279,015 |
Value of fidelity bond covering the plan | 2015-12-31 | $0 |
Total contributions received or receivable from participants | 2015-12-31 | $74,291 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-6,255 |
Net income (gross income less expenses) | 2015-12-31 | $98,423 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $377,438 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $279,015 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $30,387 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $168,819 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $279,015 |
Total plan assets at beginning of year | 2014-12-31 | $110,196 |
Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
Total contributions received or receivable from participants | 2014-12-31 | $66,113 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $55,311 |
Other income received | 2014-12-31 | $7,947 |
Net income (gross income less expenses) | 2014-12-31 | $168,819 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $279,015 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $110,196 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $39,448 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2019: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MYRIAD III LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |