MIAMI RESCUE MISSION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MRM/BOC 403(B) RETIREMENT PLAN
Measure | Date | Value |
---|
2023 : MRM/BOC 403(B) RETIREMENT PLAN 2023 401k financial data |
---|
Total income from all sources (including contributions) | 2023-06-30 | $351,448 |
Total of all expenses incurred | 2023-06-30 | $79,238 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $72,695 |
Expenses. Certain deemed distributions of participant loans | 2023-06-30 | $5,743 |
Value of total corrective distributions | 2023-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $188,554 |
Value of total assets at end of year | 2023-06-30 | $1,865,048 |
Value of total assets at beginning of year | 2023-06-30 | $1,592,838 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $800 |
Total interest from all sources | 2023-06-30 | $3,828 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $74,657 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $74,657 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $250,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $138,820 |
Participant contributions at end of year | 2023-06-30 | $80,856 |
Participant contributions at beginning of year | 2023-06-30 | $84,037 |
Participant contributions at end of year | 2023-06-30 | $3,693 |
Participant contributions at beginning of year | 2023-06-30 | $3,155 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $0 |
Other income not declared elsewhere | 2023-06-30 | $103 |
Administrative expenses (other) incurred | 2023-06-30 | $800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Income. Non cash contributions | 2023-06-30 | $0 |
Value of net income/loss | 2023-06-30 | $272,210 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $1,865,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $1,592,838 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $1,778,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $1,503,497 |
Interest on participant loans | 2023-06-30 | $3,828 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $84,306 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Contributions received in cash from employer | 2023-06-30 | $49,734 |
Employer contributions (assets) at end of year | 2023-06-30 | $2,036 |
Employer contributions (assets) at beginning of year | 2023-06-30 | $2,149 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $72,695 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-06-30 | No |
Did the plan have assets held for investment | 2023-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | CAPINCROUSE LLP |
Accountancy firm EIN | 2023-06-30 | 363990892 |
2022 : MRM/BOC 403(B) RETIREMENT PLAN 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-06-30 | $-6,641 |
Total of all expenses incurred | 2022-06-30 | $137,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $135,497 |
Expenses. Certain deemed distributions of participant loans | 2022-06-30 | $1,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $192,917 |
Value of total assets at end of year | 2022-06-30 | $1,592,838 |
Value of total assets at beginning of year | 2022-06-30 | $1,737,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $1,070 |
Total interest from all sources | 2022-06-30 | $3,887 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $66,073 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $66,073 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $250,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $137,376 |
Participant contributions at end of year | 2022-06-30 | $84,037 |
Participant contributions at beginning of year | 2022-06-30 | $87,819 |
Participant contributions at end of year | 2022-06-30 | $3,155 |
Participant contributions at beginning of year | 2022-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $0 |
Other income not declared elsewhere | 2022-06-30 | $981 |
Administrative expenses (other) incurred | 2022-06-30 | $1,070 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-144,367 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $1,592,838 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $1,737,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $1,503,497 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $1,649,386 |
Interest on participant loans | 2022-06-30 | $3,887 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-270,499 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $55,541 |
Employer contributions (assets) at end of year | 2022-06-30 | $2,149 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $135,497 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-06-30 | No |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | CAPINCROUSE LLP |
Accountancy firm EIN | 2022-06-30 | 363990892 |
2021 : MRM/BOC 403(B) RETIREMENT PLAN 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-06-30 | $500,707 |
Total of all expenses incurred | 2021-06-30 | $139,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $127,628 |
Expenses. Certain deemed distributions of participant loans | 2021-06-30 | $10,702 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $214,271 |
Value of total assets at end of year | 2021-06-30 | $1,737,205 |
Value of total assets at beginning of year | 2021-06-30 | $1,375,671 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $843 |
Total interest from all sources | 2021-06-30 | $2,280 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $53,721 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $53,721 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $100,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $162,290 |
Participant contributions at end of year | 2021-06-30 | $87,819 |
Participant contributions at beginning of year | 2021-06-30 | $46,882 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $574 |
Administrative expenses (other) incurred | 2021-06-30 | $843 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $361,534 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $1,737,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,375,671 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $1,649,386 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $1,328,789 |
Interest on participant loans | 2021-06-30 | $2,280 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $230,435 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $51,407 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $127,628 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | CAPINCROUSE LLP |
Accountancy firm EIN | 2021-06-30 | 363990892 |
2020 : MRM/BOC 403(B) RETIREMENT PLAN 2020 401k financial data |
---|
Total income from all sources (including contributions) | 2020-06-30 | $217,980 |
Total of all expenses incurred | 2020-06-30 | $209,520 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $208,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $161,102 |
Value of total assets at end of year | 2020-06-30 | $1,375,671 |
Value of total assets at beginning of year | 2020-06-30 | $1,367,211 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $1,020 |
Total interest from all sources | 2020-06-30 | $3,455 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $56,230 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $56,230 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $100,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $107,676 |
Participant contributions at end of year | 2020-06-30 | $46,882 |
Participant contributions at beginning of year | 2020-06-30 | $61,192 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $481 |
Administrative expenses (other) incurred | 2020-06-30 | $1,020 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $8,460 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $1,375,671 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,367,211 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $1,328,789 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $1,306,019 |
Interest on participant loans | 2020-06-30 | $3,455 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-2,807 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $52,945 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $208,500 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | CAPINCROUSE LLP |
Accountancy firm EIN | 2020-06-30 | 363990892 |
2019 : MRM/BOC 403(B) RETIREMENT PLAN 2019 401k financial data |
---|
Total income from all sources (including contributions) | 2019-06-30 | $277,591 |
Total of all expenses incurred | 2019-06-30 | $98,127 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $97,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $187,857 |
Value of total assets at end of year | 2019-06-30 | $1,367,211 |
Value of total assets at beginning of year | 2019-06-30 | $1,187,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $905 |
Total interest from all sources | 2019-06-30 | $2,879 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $57,230 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $57,230 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $100,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $124,578 |
Participant contributions at end of year | 2019-06-30 | $61,192 |
Participant contributions at beginning of year | 2019-06-30 | $38,551 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $247 |
Administrative expenses (other) incurred | 2019-06-30 | $905 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $179,464 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $1,367,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,187,747 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $1,306,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $1,149,196 |
Interest on participant loans | 2019-06-30 | $2,879 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $29,625 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $63,032 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $97,222 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | CAPINCROUSE LLP |
Accountancy firm EIN | 2019-06-30 | 591743865 |