Plan Name | MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MIDDLETON, INC |
Employer identification number (EIN): | 710567934 |
NAIC Classification: | 238220 |
NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Additional information about MIDDLETON, INC
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2016-06-21 |
Company Identification Number: | 20161416571 |
Legal Registered Office Address: |
749 Beer Blvd #2 Avon United States of America (USA) 81620 |
More information about MIDDLETON, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | CHUCK MIDDLETON | 2024-08-08 | ||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | CHUCK MIDDLETON | |||
001 | 2017-01-01 | CHUCK MIDDLETON | |||
001 | 2016-01-01 | CHUCK MIDDLETON | |||
001 | 2015-01-01 | CHUCK MIDDLETON | |||
001 | 2014-01-01 | CHUCK MIDDLETON | |||
001 | 2013-01-01 | CHUCK MIDDLETON | |||
001 | 2012-01-01 | CHUCK MIDDLETON | |||
001 | 2011-01-01 | CHUCK MIDDLETON | |||
001 | 2009-01-01 | CHARLES MIDDLETON |
Measure | Date | Value |
---|---|---|
2022: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 277 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 13 |
Total of all active and inactive participants | 2022-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 293 |
Number of participants with account balances | 2022-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 293 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 305 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 306 |
Number of participants with account balances | 2021-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 270 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 281 |
Number of participants with account balances | 2020-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 278 |
Number of participants with account balances | 2019-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 264 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 251 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 260 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 261 |
Number of participants with account balances | 2018-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 241 |
Number of participants with account balances | 2017-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 244 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 223 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 244 |
Number of participants with account balances | 2015-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 214 |
Number of participants with account balances | 2014-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 193 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 194 |
Number of participants with account balances | 2013-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 193 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 198 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 199 |
Number of participants with account balances | 2012-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 168 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 174 |
Number of participants with account balances | 2011-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 211 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 198 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 203 |
Number of participants with account balances | 2009-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,115 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $4,864 |
Total income from all sources (including contributions) | 2022-12-31 | $-287,189 |
Total of all expenses incurred | 2022-12-31 | $127,601 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $113,156 |
Value of total corrective distributions | 2022-12-31 | $5,399 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $370,827 |
Value of total assets at end of year | 2022-12-31 | $3,532,695 |
Value of total assets at beginning of year | 2022-12-31 | $3,946,234 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,046 |
Total interest from all sources | 2022-12-31 | $5,249 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $179 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $284,515 |
Participant contributions at end of year | 2022-12-31 | $164,541 |
Participant contributions at beginning of year | 2022-12-31 | $90,311 |
Participant contributions at end of year | 2022-12-31 | $4,462 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $25 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $346 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $4,864 |
Administrative expenses (other) incurred | 2022-12-31 | $9,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-414,790 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,526,580 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,941,370 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $903 |
Interest on participant loans | 2022-12-31 | $5,231 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,339,959 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,851,183 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $6,578 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $3,491 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $3,491 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $18 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-663,444 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $86,312 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,382 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $113,156 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $6,115 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HOGAN TAYLOR |
Accountancy firm EIN | 2022-12-31 | 731413977 |
2021 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,864 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $709,470 |
Total of all expenses incurred | 2021-12-31 | $317,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $304,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $315,178 |
Value of total assets at end of year | 2021-12-31 | $3,946,234 |
Value of total assets at beginning of year | 2021-12-31 | $3,548,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $12,753 |
Total interest from all sources | 2021-12-31 | $3,708 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $235,814 |
Participant contributions at end of year | 2021-12-31 | $90,311 |
Participant contributions at beginning of year | 2021-12-31 | $89,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,513 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $346 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $98 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $4,864 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $12,753 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $392,417 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,941,370 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,548,953 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $903 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $627 |
Interest on participant loans | 2021-12-31 | $3,708 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,851,183 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,456,435 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $3,491 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,643 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,643 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $390,584 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $73,851 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $304,300 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HOGAN TAYLOR |
Accountancy firm EIN | 2021-12-31 | 731413977 |
2020 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,808 |
Total income from all sources (including contributions) | 2020-12-31 | $669,283 |
Total of all expenses incurred | 2020-12-31 | $131,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $107,269 |
Value of total corrective distributions | 2020-12-31 | $3,350 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $269,464 |
Value of total assets at end of year | 2020-12-31 | $3,548,953 |
Value of total assets at beginning of year | 2020-12-31 | $3,013,587 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $20,490 |
Total interest from all sources | 2020-12-31 | $4,834 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1 |
Administrative expenses professional fees incurred | 2020-12-31 | $12,500 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $204,503 |
Participant contributions at end of year | 2020-12-31 | $89,150 |
Participant contributions at beginning of year | 2020-12-31 | $109,687 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $98 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $7,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $538,174 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,548,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,010,779 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $167 |
Interest on participant loans | 2020-12-31 | $4,834 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,456,435 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,903,733 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,643 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $394,984 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $64,961 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $107,269 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $2,808 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HOGAN TAYLOR |
Accountancy firm EIN | 2020-12-31 | 731413977 |
2019 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,808 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $9,496 |
Total income from all sources (including contributions) | 2019-12-31 | $783,854 |
Total of all expenses incurred | 2019-12-31 | $689,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $657,528 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,315 |
Value of total corrective distributions | 2019-12-31 | $8,886 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $274,962 |
Value of total assets at end of year | 2019-12-31 | $3,013,587 |
Value of total assets at beginning of year | 2019-12-31 | $2,925,563 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $20,413 |
Total interest from all sources | 2019-12-31 | $3,484 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $15 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $15 |
Administrative expenses professional fees incurred | 2019-12-31 | $12,000 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $207,772 |
Participant contributions at end of year | 2019-12-31 | $109,687 |
Participant contributions at beginning of year | 2019-12-31 | $52,126 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $8,234 |
Administrative expenses (other) incurred | 2019-12-31 | $8,413 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $94,712 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,010,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,916,067 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $858 |
Interest on participant loans | 2019-12-31 | $3,483 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,903,733 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,872,385 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $194 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $194 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-10,738 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $516,131 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $58,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $657,528 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $2,808 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $9,496 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HOGAN TAYLOR |
Accountancy firm EIN | 2019-12-31 | 731413977 |
2018 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $9,496 |
Total income from all sources (including contributions) | 2018-12-31 | $22,950 |
Total of all expenses incurred | 2018-12-31 | $138,783 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $130,425 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $222,266 |
Value of total assets at end of year | 2018-12-31 | $2,925,563 |
Value of total assets at beginning of year | 2018-12-31 | $3,031,900 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,358 |
Total interest from all sources | 2018-12-31 | $2,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $9 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $9 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $168,784 |
Participant contributions at end of year | 2018-12-31 | $52,126 |
Participant contributions at beginning of year | 2018-12-31 | $48,794 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $6,835 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $7 |
Administrative expenses (other) incurred | 2018-12-31 | $8,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-115,833 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,916,067 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,031,900 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $531 |
Interest on participant loans | 2018-12-31 | $2,163 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,872,385 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,973,640 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $194 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $194 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $194 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-201,489 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $53,482 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,899 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $130,425 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $9,496 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HOGAN TAYLOR |
Accountancy firm EIN | 2018-12-31 | 731413977 |
2017 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,323 |
Total income from all sources (including contributions) | 2017-12-31 | $505,425 |
Total of all expenses incurred | 2017-12-31 | $55,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $36,426 |
Value of total corrective distributions | 2017-12-31 | $2,323 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $199,161 |
Value of total assets at end of year | 2017-12-31 | $3,031,900 |
Value of total assets at beginning of year | 2017-12-31 | $2,584,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $16,710 |
Total interest from all sources | 2017-12-31 | $1,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $516 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $516 |
Administrative expenses professional fees incurred | 2017-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $149,401 |
Participant contributions at end of year | 2017-12-31 | $48,794 |
Participant contributions at beginning of year | 2017-12-31 | $53,792 |
Participant contributions at end of year | 2017-12-31 | $6,835 |
Participant contributions at beginning of year | 2017-12-31 | $5,825 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $7 |
Administrative expenses (other) incurred | 2017-12-31 | $6,710 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $2,323 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $449,966 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,031,900 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,581,934 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $531 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $131,437 |
Interest on participant loans | 2017-12-31 | $1,795 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,973,640 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,389,515 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $194 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,197 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $-7,802 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $311,755 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $49,760 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,899 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,491 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $36,426 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HOGAN TAYLOR |
Accountancy firm EIN | 2017-12-31 | 731413977 |
2016 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,323 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $23,216 |
Total income from all sources (including contributions) | 2016-12-31 | $334,506 |
Total of all expenses incurred | 2016-12-31 | $201,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $186,317 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $7,124 |
Value of total corrective distributions | 2016-12-31 | $2,323 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $189,006 |
Value of total assets at end of year | 2016-12-31 | $2,584,257 |
Value of total assets at beginning of year | 2016-12-31 | $2,472,611 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,203 |
Total interest from all sources | 2016-12-31 | $1,416 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $16 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $16 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $142,703 |
Participant contributions at end of year | 2016-12-31 | $53,792 |
Participant contributions at beginning of year | 2016-12-31 | $49,845 |
Participant contributions at end of year | 2016-12-31 | $5,825 |
Administrative expenses (other) incurred | 2016-12-31 | $6,203 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $2,323 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $23,216 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $132,539 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,581,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,449,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $131,437 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $182 |
Interest on participant loans | 2016-12-31 | $1,416 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,389,515 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,421,187 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,197 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,397 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,397 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $144,068 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $46,303 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,491 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $186,317 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HOGAN TAYLOR LLP |
Accountancy firm EIN | 2016-12-31 | 731413977 |
2015 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $23,216 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,682 |
Total income from all sources (including contributions) | 2015-12-31 | $224,807 |
Total of all expenses incurred | 2015-12-31 | $141,864 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $109,264 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $2,936 |
Value of total corrective distributions | 2015-12-31 | $23,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $248,477 |
Value of total assets at end of year | 2015-12-31 | $2,472,611 |
Value of total assets at beginning of year | 2015-12-31 | $2,370,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,448 |
Total interest from all sources | 2015-12-31 | $1,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $140,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $175,900 |
Participant contributions at end of year | 2015-12-31 | $49,845 |
Participant contributions at beginning of year | 2015-12-31 | $44,634 |
Participant contributions at beginning of year | 2015-12-31 | $12,400 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $103 |
Administrative expenses (other) incurred | 2015-12-31 | $6,448 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $23,216 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $3,682 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $82,943 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,449,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,366,452 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $182 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $68 |
Interest on participant loans | 2015-12-31 | $1,400 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,421,187 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,306,647 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,397 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,927 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,927 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-25,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $72,577 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,355 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $109,264 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HOGAN TAYLOR LLP |
Accountancy firm EIN | 2015-12-31 | 731413977 |
2014 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,682 |
Total income from all sources (including contributions) | 2014-12-31 | $299,730 |
Total of all expenses incurred | 2014-12-31 | $166,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $155,508 |
Value of total corrective distributions | 2014-12-31 | $5,378 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $188,984 |
Value of total assets at end of year | 2014-12-31 | $2,370,134 |
Value of total assets at beginning of year | 2014-12-31 | $2,233,043 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,435 |
Total interest from all sources | 2014-12-31 | $1,660 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $140,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $133,971 |
Participant contributions at end of year | 2014-12-31 | $44,634 |
Participant contributions at beginning of year | 2014-12-31 | $61,735 |
Participant contributions at end of year | 2014-12-31 | $12,400 |
Participant contributions at beginning of year | 2014-12-31 | $9,560 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $12,864 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $103 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $114 |
Administrative expenses (other) incurred | 2014-12-31 | $5,435 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $3,682 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $133,409 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,366,452 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,233,043 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $68 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $68 |
Interest on participant loans | 2014-12-31 | $1,660 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,306,647 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,156,279 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,927 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,926 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,926 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $109,086 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $42,149 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,355 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,361 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $155,508 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HOGAN TAYLOR LLP |
Accountancy firm EIN | 2014-12-31 | 731413977 |
2013 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,608 |
Total income from all sources (including contributions) | 2013-12-31 | $481,718 |
Total of all expenses incurred | 2013-12-31 | $35,632 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $29,029 |
Value of total corrective distributions | 2013-12-31 | $1,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $162,587 |
Value of total assets at end of year | 2013-12-31 | $2,233,043 |
Value of total assets at beginning of year | 2013-12-31 | $1,788,565 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,840 |
Total interest from all sources | 2013-12-31 | $1,686 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $124,102 |
Participant contributions at end of year | 2013-12-31 | $61,735 |
Participant contributions at beginning of year | 2013-12-31 | $58,649 |
Participant contributions at end of year | 2013-12-31 | $9,560 |
Participant contributions at beginning of year | 2013-12-31 | $13,292 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $114 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $148 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $1,608 |
Administrative expenses (other) incurred | 2013-12-31 | $4,840 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $446,086 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,233,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,786,957 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $68 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,062 |
Interest on participant loans | 2013-12-31 | $1,686 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,156,279 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,709,036 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,926 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $310 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $310 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $317,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $38,485 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,361 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,068 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $29,029 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GAITHER & HOLLENBERG, PLLC |
Accountancy firm EIN | 2013-12-31 | 453814615 |
2012 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,608 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $8,072 |
Total income from all sources (including contributions) | 2012-12-31 | $339,878 |
Total of all expenses incurred | 2012-12-31 | $205,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $184,885 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $10,159 |
Value of total corrective distributions | 2012-12-31 | $1,428 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $150,814 |
Value of total assets at end of year | 2012-12-31 | $1,788,565 |
Value of total assets at beginning of year | 2012-12-31 | $1,660,237 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,614 |
Total interest from all sources | 2012-12-31 | $1,686 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $4,016 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $117,737 |
Participant contributions at end of year | 2012-12-31 | $58,649 |
Participant contributions at beginning of year | 2012-12-31 | $57,281 |
Participant contributions at end of year | 2012-12-31 | $13,292 |
Participant contributions at beginning of year | 2012-12-31 | $17,244 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $148 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $284 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $1,608 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $8,072 |
Administrative expenses (other) incurred | 2012-12-31 | $4,598 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $134,792 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,786,957 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,652,165 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,651 |
Interest on participant loans | 2012-12-31 | $1,686 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,709,036 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,575,411 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $310 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4,326 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $4,326 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $187,378 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $33,077 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,068 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $184,885 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GAITHER & HOLLENBERG, PLLC |
Accountancy firm EIN | 2012-12-31 | 453814615 |
2011 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,072 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,919 |
Total income from all sources (including contributions) | 2011-12-31 | $141,382 |
Total of all expenses incurred | 2011-12-31 | $37,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $24,555 |
Value of total corrective distributions | 2011-12-31 | $8,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $149,304 |
Value of total assets at end of year | 2011-12-31 | $1,660,237 |
Value of total assets at beginning of year | 2011-12-31 | $1,549,776 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,119 |
Total interest from all sources | 2011-12-31 | $2,091 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $117,304 |
Participant contributions at end of year | 2011-12-31 | $57,281 |
Participant contributions at beginning of year | 2011-12-31 | $39,581 |
Participant contributions at end of year | 2011-12-31 | $17,244 |
Participant contributions at beginning of year | 2011-12-31 | $19,119 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $284 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $65 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $8,072 |
Administrative expenses (other) incurred | 2011-12-31 | $4,119 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $104,308 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,652,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,547,857 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,651 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $301 |
Interest on participant loans | 2011-12-31 | $2,091 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,575,411 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,483,607 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4,326 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,168 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,168 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-10,013 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $32,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,040 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,935 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $24,555 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,919 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GAITHER & HOLLENBERG, PLLC |
Accountancy firm EIN | 2011-12-31 | 453814615 |
2010 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,919 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,844 |
Total income from all sources (including contributions) | 2010-12-31 | $307,354 |
Total of all expenses incurred | 2010-12-31 | $84,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $74,540 |
Value of total corrective distributions | 2010-12-31 | $1,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $135,587 |
Value of total assets at end of year | 2010-12-31 | $1,549,776 |
Value of total assets at beginning of year | 2010-12-31 | $1,333,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,294 |
Total interest from all sources | 2010-12-31 | $3,929 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $3,000 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $121,560 |
Participant contributions at end of year | 2010-12-31 | $39,581 |
Participant contributions at beginning of year | 2010-12-31 | $65,869 |
Participant contributions at end of year | 2010-12-31 | $19,119 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $65 |
Administrative expenses (other) incurred | 2010-12-31 | $5,294 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $222,601 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,547,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,325,256 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $301 |
Interest on participant loans | 2010-12-31 | $3,929 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,483,607 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,259,371 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,168 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $7,860 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $7,860 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $167,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $14,027 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,935 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $74,540 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,919 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $7,844 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BRADLEY W. GAITHER C.P.A., P.A. |
Accountancy firm EIN | 2010-12-31 | 201627372 |
2009 : MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MIDDLETON, INC 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |