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MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameMERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MERRIFIELD GARDEN CENTER CORP. has sponsored the creation of one or more 401k plans.

Company Name:MERRIFIELD GARDEN CENTER CORP.
Employer identification number (EIN):540936775
NAIC Classification:444200
NAIC Description: Lawn and Garden Equipment and Supplies Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-03-01
0012017-03-01EUGENIA MYERS
0012016-03-01EUGENIA MYERS
0012015-01-01EUGENIA MYERS
0012014-03-01CHRISTINE WARHURST
0012013-03-01CHRISTINE WARHURST
0012012-03-01CHRISTINE WARHURST
0012011-03-01CHRISTINE WARHURST
0012010-03-01CHRISTINE WARHURST
0012009-03-01CHRISTINE WARHURST

Plan Statistics for MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01484
Total number of active participants reported on line 7a of the Form 55002023-01-01307
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0158
Total of all active and inactive participants2023-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01367
Number of participants with account balances2023-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01139
2022: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01457
Total number of active participants reported on line 7a of the Form 55002022-01-01313
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01373
Number of participants with account balances2022-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01138
2021: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01444
Total number of active participants reported on line 7a of the Form 55002021-01-01330
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01385
Number of participants with account balances2021-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01438
Total number of active participants reported on line 7a of the Form 55002020-01-01342
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01433
Number of participants with account balances2020-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01436
Total number of active participants reported on line 7a of the Form 55002019-01-01352
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01427
Number of participants with account balances2019-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01590
Total number of active participants reported on line 7a of the Form 55002018-03-01456
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-0135
Total of all active and inactive participants2018-03-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-011
Total participants2018-03-01492
Number of participants with account balances2018-03-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-013
2017: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01587
Total number of active participants reported on line 7a of the Form 55002017-03-01337
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-01201
Total of all active and inactive participants2017-03-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01538
Number of participants with account balances2017-03-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-0125
2016: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01632
Total number of active participants reported on line 7a of the Form 55002016-03-01338
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-01235
Total of all active and inactive participants2016-03-01573
Total participants2016-03-01573
Number of participants with account balances2016-03-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-0137
2015: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01627
Total number of active participants reported on line 7a of the Form 55002015-01-01355
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01260
Total of all active and inactive participants2015-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01615
Number of participants with account balances2015-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01553
Total number of active participants reported on line 7a of the Form 55002014-03-01306
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-01244
Total of all active and inactive participants2014-03-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-011
Total participants2014-03-01551
Number of participants with account balances2014-03-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-0114
2013: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01555
Total number of active participants reported on line 7a of the Form 55002013-03-01294
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-01238
Total of all active and inactive participants2013-03-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-011
Total participants2013-03-01533
Number of participants with account balances2013-03-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-0127
2012: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01574
Total number of active participants reported on line 7a of the Form 55002012-03-01282
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-01227
Total of all active and inactive participants2012-03-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-011
Total participants2012-03-01510
Number of participants with account balances2012-03-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-0125
2011: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01602
Total number of active participants reported on line 7a of the Form 55002011-03-01318
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-01227
Total of all active and inactive participants2011-03-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-011
Total participants2011-03-01546
Number of participants with account balances2011-03-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-0136
2010: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01546
Total number of active participants reported on line 7a of the Form 55002010-03-01318
Number of retired or separated participants receiving benefits2010-03-016
Number of other retired or separated participants entitled to future benefits2010-03-01217
Total of all active and inactive participants2010-03-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-01541
Number of participants with account balances2010-03-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-0143
2009: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01520
Total number of active participants reported on line 7a of the Form 55002009-03-01295
Number of retired or separated participants receiving benefits2009-03-011
Number of other retired or separated participants entitled to future benefits2009-03-01188
Total of all active and inactive participants2009-03-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01484
Number of participants with account balances2009-03-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-0190

Financial Data on MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,069,449
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,173,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,119,810
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$573,920
Value of total assets at end of year2023-12-31$21,399,201
Value of total assets at beginning of year2023-12-31$19,503,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$54,083
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$22,797
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$152,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$152,547
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$573,920
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$1,895,556
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,399,201
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,503,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$14,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,380,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,551,144
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$22,797
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$13,259,498
Value of interest in common/collective trusts at beginning of year2023-12-31$8,132,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,759,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,819,688
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,079,281
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$2,240,904
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$0
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,119,810
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS LLP
Accountancy firm EIN2023-12-31440160260
2022 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,552,871
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,175,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,078,041
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$568,102
Value of total assets at end of year2022-12-31$19,503,645
Value of total assets at beginning of year2022-12-31$25,232,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$97,622
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$25,967
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$174,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$174,520
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$568,102
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-5,728,534
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,503,645
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,232,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,551,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,631,190
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$25,967
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$8,132,813
Value of interest in common/collective trusts at beginning of year2022-12-31$11,795,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,819,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,805,930
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,934,865
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-1,386,595
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,078,041
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$97,622
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,939,335
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,009,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$873,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$541,419
Value of total assets at end of year2021-12-31$25,232,179
Value of total assets at beginning of year2021-12-31$22,302,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$136,263
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$541,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,929,947
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,232,179
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,302,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$136,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,631,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,223,114
Value of interest in common/collective trusts at end of year2021-12-31$11,795,059
Value of interest in common/collective trusts at beginning of year2021-12-31$8,962,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,805,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,116,775
Net investment gain/loss from pooled separate accounts2021-12-31$3,397,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$873,125
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,182,770
Total of all expenses incurred2020-12-31$2,175,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,055,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$541,369
Value of total assets at end of year2020-12-31$22,302,232
Value of total assets at beginning of year2020-12-31$21,295,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$120,585
Total interest from all sources2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at beginning of year2020-12-31$451,840
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$541,369
Total non interest bearing cash at beginning of year2020-12-31$2,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,006,871
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,302,232
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,295,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,223,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,327,504
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$8,962,343
Value of interest in common/collective trusts at beginning of year2020-12-31$961,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,116,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,552,773
Net investment gain/loss from pooled separate accounts2020-12-31$2,641,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,055,314
Contract administrator fees2020-12-31$120,585
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$-23,823
Total unrealized appreciation/depreciation of assets2019-12-31$-23,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,380,491
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$394,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$333,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$613,183
Value of total assets at end of year2019-12-31$21,295,361
Value of total assets at beginning of year2019-12-31$17,309,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,505
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$451,840
Assets. Real estate other than employer real property at beginning of year2019-12-31$475,688
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$613,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,503
Total non interest bearing cash at end of year2019-12-31$2,171
Total non interest bearing cash at beginning of year2019-12-31$1,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,985,570
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,295,361
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,309,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$61,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,327,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,303,665
Interest earned on other investments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$961,073
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,552,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$516,129
Net investment gain/loss from pooled separate accounts2019-12-31$3,790,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Income. Dividends from common stock2019-12-31$365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$333,416
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-748,965
Total loss/gain on sale of assets2018-12-31$15,636
Total of all expenses incurred2018-12-31$2,030,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,029,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$540,500
Value of total assets at end of year2018-12-31$17,309,791
Value of total assets at beginning of year2018-12-31$20,089,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,175
Total interest from all sources2018-12-31$7,409
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$475,688
Assets. Real estate other than employer real property at beginning of year2018-12-31$475,688
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$540,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,503
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$1,806
Total non interest bearing cash at beginning of year2018-12-31$9,279,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,779,306
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,309,791
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,089,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$16,303,665
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,437,680
Interest earned on other investments2018-12-31$2,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$516,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$467,730
Net investment gain/loss from pooled separate accounts2018-12-31$-1,314,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$2,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,029,166
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$428,181
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$443,817
Aggregate carrying amount (costs) on sale of assets2018-12-31$428,181
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
Unrealized appreciation/depreciation of other (non real estate) assets2018-02-28$-53,235
Total unrealized appreciation/depreciation of assets2018-02-28$-53,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$601
Total income from all sources (including contributions)2018-02-28$2,385,695
Total loss/gain on sale of assets2018-02-28$356,194
Total of all expenses incurred2018-02-28$1,101,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$1,050,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$591,707
Value of total assets at end of year2018-02-28$20,089,097
Value of total assets at beginning of year2018-02-28$18,805,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$50,763
Total interest from all sources2018-02-28$5,255
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$394,893
Assets. Real estate other than employer real property at end of year2018-02-28$475,688
Assets. Real estate other than employer real property at beginning of year2018-02-28$475,688
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$500,000
If this is an individual account plan, was there a blackout period2018-02-28No
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$591,707
Total non interest bearing cash at end of year2018-02-28$9,279,601
Total non interest bearing cash at beginning of year2018-02-28$123,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$1,284,648
Value of net assets at end of year (total assets less liabilities)2018-02-28$20,089,097
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$18,804,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$5,128,009
Value of interest in pooled separate accounts at end of year2018-02-28$9,437,680
Value of interest in pooled separate accounts at beginning of year2018-02-28$8,127,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$3,756,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$3,756,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-02-28$5,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-02-28$467,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-02-28$424,730
Net investment gain/loss from pooled separate accounts2018-02-28$1,090,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Income. Dividends from common stock2018-02-28$394,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$1,050,284
Contract administrator fees2018-02-28$50,763
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-02-28No
Assets. Corporate common stocks other than exployer securities at end of year2018-02-28$428,181
Assets. Corporate common stocks other than exployer securities at beginning of year2018-02-28$768,930
Liabilities. Value of benefit claims payable at beginning of year2018-02-28$601
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Aggregate proceeds on sale of assets2018-02-28$20,080,994
Aggregate carrying amount (costs) on sale of assets2018-02-28$19,724,800
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28No
Opinion of an independent qualified public accountant for this plan2018-02-28Unqualified
Accountancy firm name2018-02-28DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-02-28560747981
2017 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-02-28$90,563
Unrealized appreciation/depreciation of other (non real estate) assets2017-02-28$655,591
Total unrealized appreciation/depreciation of assets2017-02-28$746,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$3,664
Total income from all sources (including contributions)2017-02-28$3,165,277
Total loss/gain on sale of assets2017-02-28$452,595
Total of all expenses incurred2017-02-28$330,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$259,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$556,296
Value of total assets at end of year2017-02-28$18,805,050
Value of total assets at beginning of year2017-02-28$15,973,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$70,481
Total interest from all sources2017-02-28$4,539
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$189,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$189,079
Assets. Real estate other than employer real property at end of year2017-02-28$475,688
Assets. Real estate other than employer real property at beginning of year2017-02-28$385,125
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$1,000,000
If this is an individual account plan, was there a blackout period2017-02-28No
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$556,296
Liabilities. Value of operating payables at beginning of year2017-02-28$1,807
Total non interest bearing cash at end of year2017-02-28$123,008
Total non interest bearing cash at beginning of year2017-02-28$84,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$2,834,827
Value of net assets at end of year (total assets less liabilities)2017-02-28$18,804,449
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$15,969,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Investment advisory and management fees2017-02-28$66,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$5,128,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$4,476,895
Value of interest in pooled separate accounts at end of year2017-02-28$8,127,872
Value of interest in pooled separate accounts at beginning of year2017-02-28$6,454,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$3,756,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$638,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$638,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-02-28$4,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$424,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$376,394
Net investment gain/loss from pooled separate accounts2017-02-28$1,216,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$259,969
Contract administrator fees2017-02-28$3,920
Assets. Corporate common stocks other than exployer securities at end of year2017-02-28$768,930
Assets. Corporate common stocks other than exployer securities at beginning of year2017-02-28$3,557,295
Liabilities. Value of benefit claims payable at end of year2017-02-28$601
Liabilities. Value of benefit claims payable at beginning of year2017-02-28$1,857
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Aggregate proceeds on sale of assets2017-02-28$5,597,966
Aggregate carrying amount (costs) on sale of assets2017-02-28$5,145,371
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28No
Opinion of an independent qualified public accountant for this plan2017-02-28Unqualified
Accountancy firm name2017-02-28DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-02-28560747981
2015 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$4,500
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-55,970
Total unrealized appreciation/depreciation of assets2015-12-31$-51,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$50,020
Total loss/gain on sale of assets2015-12-31$-14,465
Total of all expenses incurred2015-12-31$649,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$556,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$459,224
Value of total assets at end of year2015-12-31$15,973,286
Value of total assets at beginning of year2015-12-31$16,569,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$93,352
Total interest from all sources2015-12-31$2,349
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$204,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$385,125
Assets. Real estate other than employer real property at beginning of year2015-12-31$380,625
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$3,557,295
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$2,972,779
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$459,224
Liabilities. Value of operating payables at end of year2015-12-31$1,807
Total non interest bearing cash at end of year2015-12-31$84,608
Total non interest bearing cash at beginning of year2015-12-31$358,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-599,971
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,969,622
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,569,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$89,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,476,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,989,325
Value of interest in pooled separate accounts at end of year2015-12-31$6,454,220
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,831,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$638,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$866,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$866,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$376,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$170,294
Net investment gain/loss from pooled separate accounts2015-12-31$-550,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$204,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$556,639
Contract administrator fees2015-12-31$3,712
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,857
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$928,017
Aggregate carrying amount (costs) on sale of assets2015-12-31$942,482
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
Unrealized appreciation/depreciation of other (non real estate) assets2015-02-28$2,571,595
Total unrealized appreciation/depreciation of assets2015-02-28$2,571,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$5,520
Total income from all sources (including contributions)2015-02-28$2,654,534
Total loss/gain on sale of assets2015-02-28$-1,158,489
Total of all expenses incurred2015-02-28$493,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$436,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$456,599
Value of total assets at end of year2015-02-28$16,569,593
Value of total assets at beginning of year2015-02-28$14,414,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$56,808
Total interest from all sources2015-02-28$245
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$243,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Assets. Real estate other than employer real property at end of year2015-02-28$380,625
Assets. Real estate other than employer real property at beginning of year2015-02-28$380,625
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$1,000,000
If this is an individual account plan, was there a blackout period2015-02-28No
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$456,599
Total non interest bearing cash at end of year2015-02-28$358,981
Total non interest bearing cash at beginning of year2015-02-28$326,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$2,161,077
Value of net assets at end of year (total assets less liabilities)2015-02-28$16,569,593
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$14,408,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$56,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$4,989,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$4,730,284
Value of interest in pooled separate accounts at end of year2015-02-28$6,831,438
Value of interest in pooled separate accounts at beginning of year2015-02-28$6,058,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$866,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$311,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$311,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-02-28$170,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-02-28$171,887
Net investment gain/loss from pooled separate accounts2015-02-28$541,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Income. Dividends from common stock2015-02-28$243,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$436,649
Assets. Corporate common stocks other than exployer securities at end of year2015-02-28$2,972,779
Assets. Corporate common stocks other than exployer securities at beginning of year2015-02-28$2,434,765
Liabilities. Value of benefit claims payable at beginning of year2015-02-28$5,520
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Aggregate proceeds on sale of assets2015-02-28$986,089
Aggregate carrying amount (costs) on sale of assets2015-02-28$2,144,578
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28No
Opinion of an independent qualified public accountant for this plan2015-02-28Unqualified
Accountancy firm name2015-02-28DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-02-28560747981
2014 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-02-28$71,625
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$823,585
Total unrealized appreciation/depreciation of assets2014-02-28$895,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$5,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$3,892
Total income from all sources (including contributions)2014-02-28$2,483,279
Total loss/gain on sale of assets2014-02-28$14,276
Total of all expenses incurred2014-02-28$1,226,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$1,179,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$407,720
Value of total assets at end of year2014-02-28$14,414,036
Value of total assets at beginning of year2014-02-28$13,155,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$46,833
Total interest from all sources2014-02-28$24,154
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$174,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2014-02-28$174,474
Assets. Real estate other than employer real property at end of year2014-02-28$380,625
Assets. Real estate other than employer real property at beginning of year2014-02-28$309,000
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$800,000
If this is an individual account plan, was there a blackout period2014-02-28No
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$407,720
Assets. Loans (other than to participants) at beginning of year2014-02-28$562,081
Total non interest bearing cash at end of year2014-02-28$326,476
Total non interest bearing cash at beginning of year2014-02-28$50,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$1,256,964
Value of net assets at end of year (total assets less liabilities)2014-02-28$14,408,516
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$13,151,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$46,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$4,720,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$4,312,133
Value of interest in pooled separate accounts at end of year2014-02-28$6,058,975
Value of interest in pooled separate accounts at beginning of year2014-02-28$5,383,505
Income. Interest from loans (other than to participants)2014-02-28$21,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$320,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$275,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$275,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$2,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$171,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$156,107
Net investment gain/loss from pooled separate accounts2014-02-28$967,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28No
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$1,179,482
Assets. Corporate common stocks other than exployer securities at end of year2014-02-28$2,434,765
Assets. Corporate common stocks other than exployer securities at beginning of year2014-02-28$2,106,841
Liabilities. Value of benefit claims payable at end of year2014-02-28$5,520
Liabilities. Value of benefit claims payable at beginning of year2014-02-28$3,892
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$1,844,849
Aggregate carrying amount (costs) on sale of assets2014-02-28$1,830,573
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28No
Opinion of an independent qualified public accountant for this plan2014-02-28Unqualified
Accountancy firm name2014-02-28ROY ALEXANDER, CPA, PC
Accountancy firm EIN2014-02-28541329671
2013 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-02-28$47,250
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$1,197,782
Total unrealized appreciation/depreciation of assets2013-02-28$1,245,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$3,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$11,144
Total income from all sources (including contributions)2013-02-28$1,827,945
Total loss/gain on sale of assets2013-02-28$-14,140
Total of all expenses incurred2013-02-28$916,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$870,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$379,871
Value of total assets at end of year2013-02-28$13,155,444
Value of total assets at beginning of year2013-02-28$12,251,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$45,784
Total interest from all sources2013-02-28$41,480
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$175,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Assets. Real estate other than employer real property at end of year2013-02-28$309,000
Assets. Real estate other than employer real property at beginning of year2013-02-28$261,750
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$800,000
If this is an individual account plan, was there a blackout period2013-02-28No
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$360,871
Income. Received or receivable in cash from other sources (including rollovers)2013-02-28$19,000
Assets. Loans (other than to participants) at end of year2013-02-28$562,081
Assets. Loans (other than to participants) at beginning of year2013-02-28$584,543
Total non interest bearing cash at end of year2013-02-28$50,533
Total non interest bearing cash at beginning of year2013-02-28$92,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$911,305
Value of net assets at end of year (total assets less liabilities)2013-02-28$13,151,552
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$12,240,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$4,312,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$4,071,727
Value of interest in pooled separate accounts at end of year2013-02-28$5,383,505
Value of interest in pooled separate accounts at beginning of year2013-02-28$4,870,382
Income. Interest from loans (other than to participants)2013-02-28$36,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$275,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$280,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$280,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$4,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$156,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$119,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28No
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Income. Dividends from common stock2013-02-28$175,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$870,856
Contract administrator fees2013-02-28$45,784
Assets. Corporate common stocks other than exployer securities at end of year2013-02-28$2,106,841
Assets. Corporate common stocks other than exployer securities at beginning of year2013-02-28$1,970,733
Liabilities. Value of benefit claims payable at end of year2013-02-28$3,892
Liabilities. Value of benefit claims payable at beginning of year2013-02-28$11,144
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$1,791,511
Aggregate carrying amount (costs) on sale of assets2013-02-28$1,805,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28No
Opinion of an independent qualified public accountant for this plan2013-02-28Unqualified
Accountancy firm name2013-02-28ROY ALEXANDER, CPA, PC
Accountancy firm EIN2013-02-28541329671
2012 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-02-29$24,000
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$-3,729
Total unrealized appreciation/depreciation of assets2012-02-29$20,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$11,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$505
Total income from all sources (including contributions)2012-02-29$455,183
Total loss/gain on sale of assets2012-02-29$-151,811
Total of all expenses incurred2012-02-29$1,058,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$1,024,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$323,950
Value of total assets at end of year2012-02-29$12,251,391
Value of total assets at beginning of year2012-02-29$12,844,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$34,165
Total interest from all sources2012-02-29$33,242
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$161,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Assets. Real estate other than employer real property at end of year2012-02-29$261,750
Assets. Real estate other than employer real property at beginning of year2012-02-29$237,750
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$800,000
If this is an individual account plan, was there a blackout period2012-02-29No
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$323,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$4,764
Assets. Loans (other than to participants) at end of year2012-02-29$584,543
Total non interest bearing cash at end of year2012-02-29$92,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$-603,341
Value of net assets at end of year (total assets less liabilities)2012-02-29$12,240,247
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$12,843,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$30,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$4,071,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$4,066,829
Value of interest in pooled separate accounts at end of year2012-02-29$4,870,382
Value of interest in pooled separate accounts at beginning of year2012-02-29$5,240,553
Income. Interest from loans (other than to participants)2012-02-29$33,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$280,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$491,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$491,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-02-29$119,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$99,009
Net investment gain/loss from pooled separate accounts2012-02-29$68,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29No
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Income. Dividends from common stock2012-02-29$161,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$1,024,359
Contract administrator fees2012-02-29$3,240
Assets. Corporate common stocks other than exployer securities at end of year2012-02-29$1,970,733
Assets. Corporate common stocks other than exployer securities at beginning of year2012-02-29$2,703,322
Liabilities. Value of benefit claims payable at end of year2012-02-29$11,144
Liabilities. Value of benefit claims payable at beginning of year2012-02-29$505
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$3,169,360
Aggregate carrying amount (costs) on sale of assets2012-02-29$3,321,171
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29No
Opinion of an independent qualified public accountant for this plan2012-02-29Unqualified
Accountancy firm name2012-02-29ROY ALEXANDER, CPA, PC
Accountancy firm EIN2012-02-29541329671
2011 : MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-02-28$-71,250
Unrealized appreciation/depreciation of other (non real estate) assets2011-02-28$675,594
Total unrealized appreciation/depreciation of assets2011-02-28$604,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$5,910
Total income from all sources (including contributions)2011-02-28$1,974,275
Total loss/gain on sale of assets2011-02-28$78,185
Total of all expenses incurred2011-02-28$581,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$543,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$363,584
Value of total assets at end of year2011-02-28$12,844,093
Value of total assets at beginning of year2011-02-28$11,456,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$38,063
Total interest from all sources2011-02-28$8,654
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$137,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2011-02-28$137,637
Assets. Real estate other than employer real property at end of year2011-02-28$237,750
Assets. Real estate other than employer real property at beginning of year2011-02-28$309,000
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$800,000
If this is an individual account plan, was there a blackout period2011-02-28No
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$341,769
Income. Received or receivable in cash from other sources (including rollovers)2011-02-28$21,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$4,764
Assets. Loans (other than to participants) at beginning of year2011-02-28$22,611
Administrative expenses (other) incurred2011-02-28$4,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$1,392,645
Value of net assets at end of year (total assets less liabilities)2011-02-28$12,843,588
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$11,450,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$33,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$4,066,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$3,443,078
Value of interest in pooled separate accounts at end of year2011-02-28$5,240,553
Value of interest in pooled separate accounts at beginning of year2011-02-28$4,227,154
Income. Interest from loans (other than to participants)2011-02-28$263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$491,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$644,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$644,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-02-28$8,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$99,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$57,838
Net investment gain/loss from pooled separate accounts2011-02-28$781,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$543,567
Assets. Corporate common stocks other than exployer securities at end of year2011-02-28$2,703,322
Assets. Corporate common stocks other than exployer securities at beginning of year2011-02-28$2,752,636
Liabilities. Value of benefit claims payable at end of year2011-02-28$505
Liabilities. Value of benefit claims payable at beginning of year2011-02-28$5,910
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$2,681,831
Aggregate carrying amount (costs) on sale of assets2011-02-28$2,603,646
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28ROY ALEXANDER CPA PC
Accountancy firm EIN2011-02-28541329671

Form 5500 Responses for MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN

2023: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement - TrustYes
2017: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement - TrustYes
2016: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement - TrustYes
2015: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2010: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement - TrustYes
2009: MERRIFILED GARDEN CENTER 401(K) PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered22
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $3,275
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered25
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,173
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,173
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,561
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,561
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered32
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,215
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,215
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered31
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,798
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered304
Insurance policy start date2018-03-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $31,618
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered109
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $22,722
Insurance broker organization code?3
Insurance broker nameDOUGLAS WALLACE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered109
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $17,613
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $17,613
Insurance broker nameDOUGLAS WALLACE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered109
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $14,683
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,683
Insurance broker nameDOUGLAS WALLACE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered108
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $4,091
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,218
Insurance broker organization code?3
Insurance broker nameDOUGLAS WALLACE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered109
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $3,916
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,916
Insurance broker organization code?3
Insurance broker nameDOUGLAS WALLACE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered114
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $3,506
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930187-01
Policy instance 1
Insurance contract or identification number930187-01
Number of Individuals Covered117
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $3,864

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