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MARBRIDGE FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameMARBRIDGE FOUNDATION 401(K) PLAN
Plan identification number 003

MARBRIDGE FOUNDATION 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARBRIDGE FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARBRIDGE FOUNDATION, INC.
Employer identification number (EIN):741183095
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MARBRIDGE FOUNDATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1953-07-13
Company Identification Number: 0011595301
Legal Registered Office Address: PO BOX 2250

MANCHACA
United States of America (USA)
78652

More information about MARBRIDGE FOUNDATION, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01JANIS BENNETT
0032016-01-01JANIS BENNETT
0032015-01-01JANIS BENNETT

Plan Statistics for MARBRIDGE FOUNDATION 401(K) PLAN

401k plan membership statisitcs for MARBRIDGE FOUNDATION 401(K) PLAN

Measure Date Value
2022: MARBRIDGE FOUNDATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01290
Total number of active participants reported on line 7a of the Form 55002022-01-01254
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01292
Number of participants with account balances2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MARBRIDGE FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01236
Total number of active participants reported on line 7a of the Form 55002021-01-01195
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01220
Number of participants with account balances2021-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MARBRIDGE FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01242
Total number of active participants reported on line 7a of the Form 55002020-01-01208
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01237
Number of participants with account balances2020-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: MARBRIDGE FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01251
Total number of active participants reported on line 7a of the Form 55002019-01-01211
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01234
Number of participants with account balances2019-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MARBRIDGE FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01224
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01256
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: MARBRIDGE FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01216
Total number of active participants reported on line 7a of the Form 55002017-01-01217
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01223
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: MARBRIDGE FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01221
Total number of active participants reported on line 7a of the Form 55002016-01-01201
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01216
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: MARBRIDGE FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01237
Total number of active participants reported on line 7a of the Form 55002015-01-01303
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01307
Number of participants with account balances2015-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011

Financial Data on MARBRIDGE FOUNDATION 401(K) PLAN

Measure Date Value
2022 : MARBRIDGE FOUNDATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$84,293
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$221,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$160,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$688,545
Value of total assets at end of year2022-12-31$4,060,072
Value of total assets at beginning of year2022-12-31$4,197,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,503
Total interest from all sources2022-12-31$4,007
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$415,354
Participant contributions at end of year2022-12-31$69,396
Participant contributions at beginning of year2022-12-31$59,754
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,588
Administrative expenses (other) incurred2022-12-31$30,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$13,000
Value of net income/loss2022-12-31$-137,523
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,060,072
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,197,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,990,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,137,841
Interest on participant loans2022-12-31$4,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-608,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$229,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$160,313
Contract administrator fees2022-12-31$23,139
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2022-12-31264527814
2021 : MARBRIDGE FOUNDATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,147,832
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$594,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$533,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$632,601
Value of total assets at end of year2021-12-31$4,197,595
Value of total assets at beginning of year2021-12-31$3,643,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,149
Total interest from all sources2021-12-31$2,550
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$405,067
Participant contributions at end of year2021-12-31$59,754
Participant contributions at beginning of year2021-12-31$28,402
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,291
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$13,000
Administrative expenses (other) incurred2021-12-31$30,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$553,811
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,197,595
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,643,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,137,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,615,382
Interest on participant loans2021-12-31$2,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$512,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$225,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$520,872
Contract administrator fees2021-12-31$20,947
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2021-12-31264527814
2020 : MARBRIDGE FOUNDATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$930,411
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$182,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$138,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$529,501
Value of total assets at end of year2020-12-31$3,643,784
Value of total assets at beginning of year2020-12-31$2,895,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,978
Total interest from all sources2020-12-31$3,010
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$322,031
Participant contributions at end of year2020-12-31$28,402
Participant contributions at beginning of year2020-12-31$50,573
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,539
Administrative expenses (other) incurred2020-12-31$20,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$748,019
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,643,784
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,895,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,615,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,845,192
Interest on participant loans2020-12-31$3,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$397,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$199,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$138,414
Contract administrator fees2020-12-31$16,945
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2020-12-31264527814
2019 : MARBRIDGE FOUNDATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,043,660
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$486,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$444,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$594,535
Value of total assets at end of year2019-12-31$2,895,765
Value of total assets at beginning of year2019-12-31$2,338,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,390
Total interest from all sources2019-12-31$3,488
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$265,132
Participant contributions at end of year2019-12-31$50,573
Participant contributions at beginning of year2019-12-31$47,733
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$151,235
Administrative expenses (other) incurred2019-12-31$21,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$556,930
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,895,765
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,338,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,845,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,291,102
Interest on participant loans2019-12-31$3,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$445,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$178,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$444,340
Contract administrator fees2019-12-31$15,372
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2019-12-31264527814
2018 : MARBRIDGE FOUNDATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$309,532
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$88,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$49,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$439,226
Value of total assets at end of year2018-12-31$2,338,835
Value of total assets at beginning of year2018-12-31$2,117,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,016
Total interest from all sources2018-12-31$2,160
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$500,000
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$245,037
Participant contributions at end of year2018-12-31$47,733
Participant contributions at beginning of year2018-12-31$24,105
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,668
Administrative expenses (other) incurred2018-12-31$3,778
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$220,932
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,338,835
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,117,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$21,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,291,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,093,798
Interest on participant loans2018-12-31$2,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-131,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$173,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$49,584
Contract administrator fees2018-12-31$14,014
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 name2018-12-31PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN2018-12-31264527814
2017 : MARBRIDGE FOUNDATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$599,344
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$244,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$207,482
Expenses. Certain deemed distributions of participant loans2017-12-31$4,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$351,030
Value of total assets at end of year2017-12-31$2,117,903
Value of total assets at beginning of year2017-12-31$1,763,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,823
Total interest from all sources2017-12-31$890
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$73,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$73,977
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$194,827
Participant contributions at end of year2017-12-31$24,105
Participant contributions at beginning of year2017-12-31$16,560
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,713
Administrative expenses (other) incurred2017-12-31$3,376
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$354,884
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,117,903
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,763,019
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
Investment advisory and management fees2017-12-31$18,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,093,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,746,459
Interest on participant loans2017-12-31$890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$173,447
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$119,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$207,482
Contract administrator fees2017-12-31$11,432
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 name2017-12-31MAXWELL, LOCKE & RITTER
Accountancy firm EIN2017-12-31742900215
2016 : MARBRIDGE FOUNDATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$460,896
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$84,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$58,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$333,132
Value of total assets at end of year2016-12-31$1,763,019
Value of total assets at beginning of year2016-12-31$1,383,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,181
Total interest from all sources2016-12-31$1,017
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,000,000
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$203,507
Participant contributions at end of year2016-12-31$16,560
Participant contributions at beginning of year2016-12-31$22,658
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$413
Administrative expenses (other) incurred2016-12-31$1,270
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$376,666
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,763,019
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,383,669
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
Investment advisory and management fees2016-12-31$15,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,746,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,361,011
Interest on participant loans2016-12-31$1,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$126,747
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$129,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$58,049
Contract administrator fees2016-12-31$9,750
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 name2016-12-31WEAVER AND TIDWELL LLP
Accountancy firm EIN2016-12-31750786316
2015 : MARBRIDGE FOUNDATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,466,679
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$83,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$72,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,497,899
Value of total assets at end of year2015-12-31$1,383,669
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,099
Total interest from all sources2015-12-31$173
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$88,388
Participant contributions at end of year2015-12-31$22,658
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,356,566
Administrative expenses (other) incurred2015-12-31$2,510
Total non interest bearing cash at beginning 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$1,383,669
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,383,669
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,361,011
Interest on participant loans2015-12-31$173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$52,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$72,911
Contract administrator fees2015-12-31$3,665
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 name2015-12-31WEAVER AND TIDWELL LLP
Accountancy firm EIN2015-12-31750786316

Form 5500 Responses for MARBRIDGE FOUNDATION 401(K) PLAN

2022: MARBRIDGE FOUNDATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARBRIDGE FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARBRIDGE FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARBRIDGE FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARBRIDGE FOUNDATION 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARBRIDGE FOUNDATION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARBRIDGE FOUNDATION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARBRIDGE FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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