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MFJ ENTERPRISES, INC. 401(K) PLAN 401k Plan overview

Plan NameMFJ ENTERPRISES, INC. 401(K) PLAN
Plan identification number 001

MFJ ENTERPRISES, INC. 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.
  • Life insurance

401k Sponsoring company profile

MFJ ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MFJ ENTERPRISES, INC.
Employer identification number (EIN):640617053
NAIC Classification:335900

Additional information about MFJ ENTERPRISES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2015-01-16
Company Identification Number: P15000005754
Legal Registered Office Address: 201 EMERALD LANE

LARGO

33771

More information about MFJ ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MFJ ENTERPRISES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARTIN JUE2024-10-10
0012022-01-01RANDY ROMERO2023-10-12 MARTIN JUE2023-10-12
0012021-01-01RANDY ROMERO2022-10-11 MARTIN JUE2022-10-11
0012020-01-01RANDY ROMERO2021-05-25 MARIN F. JUE2021-05-25
0012019-01-01RANDY ROMERO2020-10-15 MARTIN JUE2020-10-15
0012018-01-01
0012017-01-01RANDY ROMERO MARTIN F JUE2018-10-15
0012016-01-01RANDY ROMERO MARTIN F JUE2017-10-11
0012015-01-01MARTIN JUE RANDY ROMERO2016-10-14
0012014-01-01MARTIN JUE RANDY ROMERO2015-10-14
0012013-01-01RANDY ROMERO MARTIN JUE2014-10-15
0012012-01-01MARTIN JUE RANDY ROMERO2013-10-15
0012011-01-01RANDY ROMERO2012-10-08 MARTIN F. JUE2012-10-08
0012010-01-01RANDY ROMERO2011-09-23 MARTIN JUE2011-09-23

Plan Statistics for MFJ ENTERPRISES, INC. 401(K) PLAN

401k plan membership statisitcs for MFJ ENTERPRISES, INC. 401(K) PLAN

Measure Date Value
2018: MFJ ENTERPRISES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01103
Total number of active participants reported on line 7a of the Form 55002018-01-0184
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0195
Number of participants with account balances2018-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: MFJ ENTERPRISES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01103
Total number of active participants reported on line 7a of the Form 55002017-01-0190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0198
Number of participants with account balances2017-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: MFJ ENTERPRISES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01106
Total number of active participants reported on line 7a of the Form 55002016-01-0189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01100
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: MFJ ENTERPRISES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01103
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: MFJ ENTERPRISES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01120
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01110
Number of participants with account balances2014-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MFJ ENTERPRISES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01131
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01119
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MFJ ENTERPRISES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01123
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01125
Total participants2012-01-01125
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014

Financial Data on MFJ ENTERPRISES, INC. 401(K) PLAN

Measure Date Value
2018 : MFJ ENTERPRISES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$85,549
Total of all expenses incurred2018-12-31$157,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$147,348
Expenses. Certain deemed distributions of participant loans2018-12-31$2
Value of total corrective distributions2018-12-31$638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$233,722
Value of total assets at end of year2018-12-31$4,667,945
Value of total assets at beginning of year2018-12-31$4,740,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,912
Total interest from all sources2018-12-31$6,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$172,921
Participant contributions at end of year2018-12-31$103,268
Participant contributions at beginning of year2018-12-31$112,751
Participant contributions at beginning of year2018-12-31$3,342
Administrative expenses (other) incurred2018-12-31$9,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-72,351
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,667,945
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,740,296
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,564,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,311,317
Interest on participant loans2018-12-31$4,793
Interest earned on other investments2018-12-31$1,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$311,572
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-461,555
Net investment gain/loss from pooled separate accounts2018-12-31$306,840
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$60,801
Employer contributions (assets) at beginning of year2018-12-31$1,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$146,725
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WATKINS, WARD & STAFFORD, PLLC
Accountancy firm EIN2018-12-31640394922
2017 : MFJ ENTERPRISES, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,120,814
Total of all expenses incurred2017-12-31$1,228,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,215,470
Expenses. Certain deemed distributions of participant loans2017-12-31$1
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$231,774
Value of total assets at end of year2017-12-31$4,740,296
Value of total assets at beginning of year2017-12-31$4,848,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,196
Total interest from all sources2017-12-31$6,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$177,573
Participant contributions at end of year2017-12-31$112,751
Participant contributions at beginning of year2017-12-31$93,756
Participant contributions at end of year2017-12-31$3,342
Administrative expenses (other) incurred2017-12-31$13,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-107,853
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,740,296
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,848,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,311,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,412,314
Interest on participant loans2017-12-31$3,391
Interest earned on other investments2017-12-31$2,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$311,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$341,864
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$623
Net investment gain/loss from pooled separate accounts2017-12-31$883,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$54,201
Employer contributions (assets) at end of year2017-12-31$1,314
Employer contributions (assets) at beginning of year2017-12-31$215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,214,847
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WATKINS, WARD & STAFFORD, PLLC
Accountancy firm EIN2017-12-31640394922
2016 : MFJ ENTERPRISES, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$489,371
Total of all expenses incurred2016-12-31$135,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$118,613
Expenses. Certain deemed distributions of participant loans2016-12-31$3,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$237,551
Value of total assets at end of year2016-12-31$4,848,149
Value of total assets at beginning of year2016-12-31$4,494,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,761
Total interest from all sources2016-12-31$5,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$183,601
Participant contributions at end of year2016-12-31$93,756
Participant contributions at beginning of year2016-12-31$105,569
Participant contributions at beginning of year2016-12-31$2,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$13,761
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$353,592
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,848,149
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,494,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,412,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,056,228
Interest on participant loans2016-12-31$3,624
Interest earned on other investments2016-12-31$2,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$341,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$329,557
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$631
Net investment gain/loss from pooled separate accounts2016-12-31$245,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$53,950
Employer contributions (assets) at end of year2016-12-31$215
Employer contributions (assets) at beginning of year2016-12-31$1,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$117,982
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WATKINS, WARD & STAFFORD, PLLC
Accountancy firm EIN2016-12-31640394922
2015 : MFJ ENTERPRISES, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end 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$284,579
Total of all expenses incurred2015-12-31$166,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$148,593
Expenses. Certain deemed distributions of participant loans2015-12-31$1,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$232,477
Value of total assets at end of year2015-12-31$4,494,557
Value of total assets at beginning of year2015-12-31$4,376,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,357
Total interest from all sources2015-12-31$5,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
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$176,756
Participant contributions at end of year2015-12-31$105,569
Participant contributions at beginning of year2015-12-31$95,925
Participant contributions at end of year2015-12-31$2,161
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$118,360
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,494,557
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,376,197
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$4,056,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,963,467
Interest on participant loans2015-12-31$3,640
Interest earned on other investments2015-12-31$1,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$329,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$316,805
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$698
Net investment gain/loss from pooled separate accounts2015-12-31$46,472
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$55,721
Employer contributions (assets) at end of year2015-12-31$1,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$147,895
Contract administrator fees2015-12-31$16,357
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 name2015-12-31WATKINS, WARD & STAFFORD, PLLC
Accountancy firm EIN2015-12-31640394922
2014 : MFJ ENTERPRISES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$475,068
Total of all expenses incurred2014-12-31$227,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$204,927
Value of total corrective distributions2014-12-31$7,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$231,129
Value of total assets at end of year2014-12-31$4,376,197
Value of total assets at beginning of year2014-12-31$4,128,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,646
Total interest from all sources2014-12-31$5,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$700,000
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$174,358
Participant contributions at end of year2014-12-31$95,925
Participant contributions at beginning of year2014-12-31$71,273
Participant contributions at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$247,265
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,376,197
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,128,932
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$3,963,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,760,962
Interest on participant loans2014-12-31$3,456
Interest earned on other investments2014-12-31$2,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$316,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$296,697
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$684
Net investment gain/loss from pooled separate accounts2014-12-31$238,418
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
Contributions received in cash from employer2014-12-31$56,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$204,243
Contract administrator fees2014-12-31$15,646
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 name2014-12-31WATKINS, WARD & STAFFORD, PLLC
Accountancy firm EIN2014-12-31640394922
2013 : MFJ ENTERPRISES, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,039,247
Total of all expenses incurred2013-12-31$123,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$63,467
Expenses. Certain deemed distributions of participant loans2013-12-31$4,004
Value of total corrective distributions2013-12-31$19,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$233,609
Value of total assets at end of year2013-12-31$4,128,932
Value of total assets at beginning of year2013-12-31$3,213,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,302
Total interest from all sources2013-12-31$5,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
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$177,583
Participant contributions at end of year2013-12-31$71,273
Participant contributions at beginning of year2013-12-31$54,553
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$11
Other income not declared elsewhere2013-12-31$1,640
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$915,386
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,128,932
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,213,546
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$3,760,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,880,737
Interest on participant loans2013-12-31$2,715
Interest earned on other investments2013-12-31$2,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$296,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$278,245
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$784
Net investment gain/loss from pooled separate accounts2013-12-31$798,606
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
Contributions received in cash from employer2013-12-31$56,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$62,683
Contract administrator fees2013-12-31$37,302
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WATKINS, WARD & STAFFORD, PLLC
Accountancy firm EIN2013-12-31640394922
2012 : MFJ ENTERPRISES, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-53
Total unrealized appreciation/depreciation of assets2012-12-31$-53
Total income from all sources (including contributions)2012-12-31$612,162
Total of all expenses incurred2012-12-31$105,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$62,902
Value of total corrective distributions2012-12-31$9,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$240,435
Value of total assets at end of year2012-12-31$3,213,546
Value of total assets at beginning of year2012-12-31$2,706,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,457
Total interest from all sources2012-12-31$7,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$32,457
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$700,000
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$185,574
Participant contributions at end of year2012-12-31$54,553
Participant contributions at beginning of year2012-12-31$63,759
Participant contributions at end of year2012-12-31$11
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$506,886
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,213,546
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,706,660
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$2,880,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,327,664
Interest on participant loans2012-12-31$3,652
Interest earned on other investments2012-12-31$4,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$278,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$315,237
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$886
Net investment gain/loss from pooled separate accounts2012-12-31$364,023
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
Contributions received in cash from employer2012-12-31$54,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$62,016
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 name2012-12-31WATKINS, WARD & STAFFORD, PLLC
Accountancy firm EIN2012-12-31640394922

Form 5500 Responses for MFJ ENTERPRISES, INC. 401(K) PLAN

2018: MFJ ENTERPRISES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MFJ ENTERPRISES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MFJ ENTERPRISES, INC. 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MFJ ENTERPRISES, INC. 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MFJ ENTERPRISES, INC. 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MFJ ENTERPRISES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MFJ ENTERPRISES, INC. 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50899
Policy instance 2
Insurance contract or identification number50899
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-07-30
Total amount of commissions paid to insurance brokerUSD $8,514
Total amount of fees paid to insurance companyUSD $1,428
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,514
Insurance broker organization code?3
Amount paid for insurance broker fees1428
Additional information about fees paid to insurance brokerTPA COMPENSATION
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number80766000
Policy instance 1
Insurance contract or identification number80766000
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50899
Policy instance 2
Insurance contract or identification number50899
Number of Individuals Covered115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,460
Total amount of fees paid to insurance companyUSD $2,442
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,460
Insurance broker organization code?3
Amount paid for insurance broker fees2442
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameHUB INTERNATIONAL GULF SOUTH
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number80766000
Policy instance 1
Insurance contract or identification number80766000
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50899
Policy instance 2
Insurance contract or identification number50899
Number of Individuals Covered110
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,481
Total amount of fees paid to insurance companyUSD $2,268
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,481
Insurance broker organization code?3
Amount paid for insurance broker fees743
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameHUB INTERNATIONAL GULF SOUTH
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number80766000
Policy instance 1
Insurance contract or identification number80766000
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50899
Policy instance 2
Insurance contract or identification number50899
Number of Individuals Covered116
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,978
Total amount of fees paid to insurance companyUSD $2,472
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,379
Insurance broker organization code?3
Amount paid for insurance broker fees2472
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePINNACLE INSURANCE AGENCY LLC
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number80766000
Policy instance 1
Insurance contract or identification number80766000
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50899
Policy instance 2
Insurance contract or identification number50899
Number of Individuals Covered118
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,346
Total amount of fees paid to insurance companyUSD $1,726
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,673
Insurance broker organization code?3
Amount paid for insurance broker fees1726
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameFOX-EVERETT, INC.
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number80766000
Policy instance 1
Insurance contract or identification number80766000
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50899
Policy instance 2
Insurance contract or identification number50899
Number of Individuals Covered126
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,814
Total amount of fees paid to insurance companyUSD $1,452
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,907
Insurance broker organization code?3
Amount paid for insurance broker fees1452
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameFOX-EVERETT, INC.
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number80766000
Policy instance 1
Insurance contract or identification number80766000
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL

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