Logo

MONESSEN 401(K) PLAN 401k Plan overview

Plan NameMONESSEN 401(K) PLAN
Plan identification number 001

MONESSEN 401(K) 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MONESSEN HEARTH SYSTEMS has sponsored the creation of one or more 401k plans.

Company Name:MONESSEN HEARTH SYSTEMS
Employer identification number (EIN):611260960
NAIC Classification:333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONESSEN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01TANYA LAFRANCE
0012013-01-01TANYA LAFRANCE
0012012-01-01TANYA L LAFRANCE
0012011-01-01TANYA LAFRANCE
0012010-01-01SHEREE SMILEY
0012009-01-01SHEREE SMILEY

Plan Statistics for MONESSEN 401(K) PLAN

401k plan membership statisitcs for MONESSEN 401(K) PLAN

Measure Date Value
2016: MONESSEN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01419
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MONESSEN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01504
Total number of active participants reported on line 7a of the Form 55002015-01-01342
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01388
Number of participants with account balances2015-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONESSEN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01476
Total number of active participants reported on line 7a of the Form 55002014-01-01437
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01470
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONESSEN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01484
Total number of active participants reported on line 7a of the Form 55002013-01-01412
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01447
Number of participants with account balances2013-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONESSEN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01494
Total number of active participants reported on line 7a of the Form 55002012-01-01444
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01484
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONESSEN 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01494
Total number of active participants reported on line 7a of the Form 55002011-01-01452
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01494
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MONESSEN 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01490
Total number of active participants reported on line 7a of the Form 55002010-01-01458
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01494
Number of participants with account balances2010-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MONESSEN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01477
Total number of active participants reported on line 7a of the Form 55002009-01-01467
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01490
Number of participants with account balances2009-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONESSEN 401(K) PLAN

Measure Date Value
2016 : MONESSEN 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-11-30$0
Total transfer of assets from this plan2016-11-30$2,941,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$25,327
Total income from all sources (including contributions)2016-11-30$292,662
Total loss/gain on sale of assets2016-11-30$0
Total of all expenses incurred2016-11-30$1,635,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$1,625,624
Value of total corrective distributions2016-11-30$4,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$124,151
Value of total assets at end of year2016-11-30$0
Value of total assets at beginning of year2016-11-30$4,308,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$5,011
Total interest from all sources2016-11-30$6,575
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$8,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$8,709
Administrative expenses professional fees incurred2016-11-30$1,386
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$10,000,000
If this is an individual account plan, was there a blackout period2016-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Contributions received from participants2016-11-30$124,151
Participant contributions at end of year2016-11-30$0
Participant contributions at beginning of year2016-11-30$149,615
Participant contributions at end of year2016-11-30$0
Participant contributions at beginning of year2016-11-30$3,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-11-30$25,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$-1,342,353
Value of net assets at end of year (total assets less liabilities)2016-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$4,283,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$1,742,070
Interest on participant loans2016-11-30$6,575
Value of interest in common/collective trusts at end of year2016-11-30$0
Value of interest in common/collective trusts at beginning of year2016-11-30$2,413,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-11-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$57,651
Net investment gain or loss from common/collective trusts2016-11-30$95,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30No
Was there a failure to transmit to the plan any participant contributions2016-11-30Yes
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$1,625,624
Contract administrator fees2016-11-30$3,625
Did the plan have assets held for investment2016-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30Yes
Opinion of an independent qualified public accountant for this plan2016-11-30Disclaimer
Accountancy firm name2016-11-30BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-11-30390859910
2015 : MONESSEN 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,465
Total income from all sources (including contributions)2015-12-31$331,946
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$409,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$382,061
Value of total corrective distributions2015-12-31$25,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$410,720
Value of total assets at end of year2015-12-31$4,308,734
Value of total assets at beginning of year2015-12-31$4,375,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,325
Total interest from all sources2015-12-31$6,687
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$162,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$162,414
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$254,325
Participant contributions at end of year2015-12-31$149,615
Participant contributions at beginning of year2015-12-31$154,777
Participant contributions at end of year2015-12-31$3,370
Participant contributions at beginning of year2015-12-31$9,760
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$156,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$25,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,465
Other income not declared elsewhere2015-12-31$43
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-77,767
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,283,407
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,361,174
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,742,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,748,939
Interest on participant loans2015-12-31$6,687
Value of interest in common/collective trusts at end of year2015-12-31$2,413,679
Value of interest in common/collective trusts at beginning of year2015-12-31$2,462,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-239,637
Net investment gain or loss from common/collective trusts2015-12-31$-8,281
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$382,061
Contract administrator fees2015-12-31$2,325
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : MONESSEN 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,480
Total income from all sources (including contributions)2014-12-31$562,029
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$193,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$175,224
Expenses. Certain deemed distributions of participant loans2014-12-31$660
Value of total corrective distributions2014-12-31$14,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$310,547
Value of total assets at end of year2014-12-31$4,375,639
Value of total assets at beginning of year2014-12-31$4,014,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,750
Total interest from all sources2014-12-31$9,111
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$190,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$190,909
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$402,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$307,712
Participant contributions at end of year2014-12-31$154,777
Participant contributions at beginning of year2014-12-31$192,420
Participant contributions at end of year2014-12-31$9,760
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$22,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$368,930
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,361,174
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,992,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,748,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,597,554
Interest on participant loans2014-12-31$9,111
Value of interest in common/collective trusts at end of year2014-12-31$2,462,163
Value of interest in common/collective trusts at beginning of year2014-12-31$1,489,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$734,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$734,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-90,431
Net investment gain or loss from common/collective trusts2014-12-31$141,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$175,224
Contract administrator fees2014-12-31$2,750
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUE & CO., LLC
Accountancy firm EIN2014-12-31351178661
2013 : MONESSEN 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$856,611
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$733,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$724,427
Expenses. Certain deemed distributions of participant loans2013-12-31$2,100
Value of total corrective distributions2013-12-31$3,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$235,972
Value of total assets at end of year2013-12-31$4,014,724
Value of total assets at beginning of year2013-12-31$3,891,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,909
Total interest from all sources2013-12-31$9,986
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$114,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$114,289
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$390,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$235,972
Participant contributions at end of year2013-12-31$192,420
Participant contributions at beginning of year2013-12-31$199,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$22,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$17
Administrative expenses (other) incurred2013-12-31$2,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$123,299
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,014,724
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,891,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,597,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,502,243
Interest on participant loans2013-12-31$9,986
Value of interest in common/collective trusts at end of year2013-12-31$1,489,832
Value of interest in common/collective trusts at beginning of year2013-12-31$1,459,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$734,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$730,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$730,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$208,609
Net investment gain or loss from common/collective trusts2013-12-31$287,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$724,427
Contract administrator fees2013-12-31$2,909
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUE & CO., LLC
Accountancy firm EIN2013-12-31351178661
2012 : MONESSEN 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$632,814
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$660,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$638,903
Expenses. Certain deemed distributions of participant loans2012-12-31$2,832
Value of total corrective distributions2012-12-31$15,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$254,409
Value of total assets at end of year2012-12-31$3,891,425
Value of total assets at beginning of year2012-12-31$3,918,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,275
Total interest from all sources2012-12-31$11,562
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$42,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$42,446
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$392,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$254,409
Participant contributions at end of year2012-12-31$199,659
Participant contributions at beginning of year2012-12-31$185,064
Other income not declared elsewhere2012-12-31$10
Administrative expenses (other) incurred2012-12-31$3,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-27,487
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,891,425
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,918,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,502,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,529,796
Interest on participant loans2012-12-31$11,562
Value of interest in common/collective trusts at end of year2012-12-31$1,459,218
Value of interest in common/collective trusts at beginning of year2012-12-31$1,312,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$730,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$891,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$891,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$153,618
Net investment gain or loss from common/collective trusts2012-12-31$170,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$638,903
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BREEDING HENDERSON AND HRD PLLC
Accountancy firm EIN2012-12-31800874573
2011 : MONESSEN 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$251,156
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$987,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$949,248
Expenses. Certain deemed distributions of participant loans2011-12-31$32,821
Value of total corrective distributions2011-12-31$1,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$332,029
Value of total assets at end of year2011-12-31$3,918,912
Value of total assets at beginning of year2011-12-31$4,654,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,825
Total interest from all sources2011-12-31$11,012
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$36,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$36,453
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$466,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$328,414
Participant contributions at end of year2011-12-31$185,064
Participant contributions at beginning of year2011-12-31$227,489
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,615
Other income not declared elsewhere2011-12-31$573
Administrative expenses (other) incurred2011-12-31$3,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-735,912
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,918,912
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,654,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,529,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,942,418
Interest on participant loans2011-12-31$11,012
Value of interest in common/collective trusts at end of year2011-12-31$1,312,335
Value of interest in common/collective trusts at beginning of year2011-12-31$1,602,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$891,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$882,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$882,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-147,521
Net investment gain or loss from common/collective trusts2011-12-31$18,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$949,248
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DULWORTH BREEDING KARNS & PLEASA
Accountancy firm EIN2011-12-31611165017
2010 : MONESSEN 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$953,279
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$744,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$730,741
Expenses. Certain deemed distributions of participant loans2010-12-31$4,842
Value of total corrective distributions2010-12-31$4,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$484,675
Value of total assets at end of year2010-12-31$4,654,824
Value of total assets at beginning of year2010-12-31$4,446,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,450
Total interest from all sources2010-12-31$10,681
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$37,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$37,063
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$445,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$432,463
Participant contributions at end of year2010-12-31$227,489
Participant contributions at beginning of year2010-12-31$193,185
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$52,212
Other income not declared elsewhere2010-12-31$413
Administrative expenses (other) incurred2010-12-31$4,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$208,776
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,654,824
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,446,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,942,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,744,441
Interest on participant loans2010-12-31$10,681
Value of interest in common/collective trusts at end of year2010-12-31$1,602,697
Value of interest in common/collective trusts at beginning of year2010-12-31$1,432,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$882,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,076,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,076,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$212,562
Net investment gain or loss from common/collective trusts2010-12-31$207,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$730,741
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DULWORTH BREEDING KARNS & PLEASA
Accountancy firm EIN2010-12-31611165017
2009 : MONESSEN 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MONESSEN 401(K) PLAN

2016: MONESSEN 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONESSEN 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONESSEN 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONESSEN 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONESSEN 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONESSEN 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MONESSEN 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONESSEN 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1