401k Plan data: MACKENZIE RESTORATION, INC. 401(K) PLAN plan

MACKENZIE RESTORATION, INC. 401(K) PLAN 401k Plan overview

Plan Name	MACKENZIE RESTORATION, INC. 401(K) PLAN
Plan identification number	001

MACKENZIE RESTORATION, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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

MACKENZIE RESTORATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: MACKENZIE RESTORATION, INC.

Employer identification number (EIN): 742261787

NAIC Classification: 238100

Additional information about MACKENZIE RESTORATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1983-05-04

Company Identification Number: 0065420500

Legal Registered Office Address: PO BOX 462

LADY LAKE
United States of America (USA)
32158

More information about MACKENZIE RESTORATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACKENZIE RESTORATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JOHN MACKENZIE
001 2013-01-01 JOHN MACKENZIE JOHN MACKENZIE 2014-09-22
001 2012-01-01 JOHN MACKENZIE JOHN MACKENZIE 2013-10-14
001 2011-01-01 IRENE WITT IRENE WITT 2012-07-13
001 2009-01-01 JOETT MORRISON
001 2009-01-01 JOETT MORRISON JOETT MORRISON 2010-10-01

Plan Statistics for MACKENZIE RESTORATION, INC. 401(K) PLAN

401k plan membership statisitcs for MACKENZIE RESTORATION, INC. 401(K) PLAN

Measure Date Value
2016: MACKENZIE RESTORATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 30
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MACKENZIE RESTORATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
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 3
Total of all active and inactive participants 2015-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 30
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MACKENZIE RESTORATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
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 1
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MACKENZIE RESTORATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
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 0
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MACKENZIE RESTORATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
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 0
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MACKENZIE RESTORATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 3
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: MACKENZIE RESTORATION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 5
Total of all active and inactive participants 2009-01-01 15
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2016: MACKENZIE RESTORATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	30
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MACKENZIE RESTORATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
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	3
Total of all active and inactive participants	2015-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	30
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MACKENZIE RESTORATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
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	1
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MACKENZIE RESTORATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
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	0
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MACKENZIE RESTORATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
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	0
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MACKENZIE RESTORATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	3
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: MACKENZIE RESTORATION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	5
Total of all active and inactive participants	2009-01-01	15
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MACKENZIE RESTORATION, INC. 401(K) PLAN

Measure	Date	Value
2016 : MACKENZIE RESTORATION, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$38,220
Expenses. Total of all expenses incurred	2016-12-31	$18,230
Benefits paid (including direct rollovers)	2016-12-31	$18,230
Total plan assets at end of year	2016-12-31	$140,892
Total plan assets at beginning of year	2016-12-31	$120,902
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$28,603
Other income received	2016-12-31	$2,876
Net income (gross income less expenses)	2016-12-31	$19,990
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$140,892
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$120,902
Total contributions received or receivable from employer(s)	2016-12-31	$6,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MACKENZIE RESTORATION, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$21,609
Expenses. Total of all expenses incurred	2015-12-31	$12,397
Benefits paid (including direct rollovers)	2015-12-31	$12,397
Total plan assets at end of year	2015-12-31	$120,902
Total plan assets at beginning of year	2015-12-31	$111,690
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$20,842
Other income received	2015-12-31	$-4,680
Net income (gross income less expenses)	2015-12-31	$9,212
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$120,902
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$111,690
Total contributions received or receivable from employer(s)	2015-12-31	$5,447
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MACKENZIE RESTORATION, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$16,109
Expenses. Total of all expenses incurred	2014-12-31	$74,591
Benefits paid (including direct rollovers)	2014-12-31	$49,227
Total plan assets at end of year	2014-12-31	$111,690
Total plan assets at beginning of year	2014-12-31	$170,172
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$11,332
Other income received	2014-12-31	$-91
Net income (gross income less expenses)	2014-12-31	$-58,482
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$111,690
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$170,172
Total contributions received or receivable from employer(s)	2014-12-31	$4,868
Value of certain deemed distributions of participant loans	2014-12-31	$25,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MACKENZIE RESTORATION, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$51,870
Expenses. Total of all expenses incurred	2013-12-31	$69,743
Benefits paid (including direct rollovers)	2013-12-31	$69,743
Total plan assets at end of year	2013-12-31	$170,172
Total plan assets at beginning of year	2013-12-31	$188,045
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$17,417
Other income received	2013-12-31	$26,298
Net income (gross income less expenses)	2013-12-31	$-17,873
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$170,172
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$188,045
Assets. Value of participant loans	2013-12-31	$25,656
Total contributions received or receivable from employer(s)	2013-12-31	$8,155
2012 : MACKENZIE RESTORATION, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$51,766
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$188,045
Total plan assets at beginning of year	2012-12-31	$136,279
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$25,132
Other income received	2012-12-31	$16,722
Net income (gross income less expenses)	2012-12-31	$51,766
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$188,045
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$136,279
Assets. Value of participant loans	2012-12-31	$7,570
Total contributions received or receivable from employer(s)	2012-12-31	$9,912
2011 : MACKENZIE RESTORATION, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$25,930
Expenses. Total of all expenses incurred	2011-12-31	$68,292
Benefits paid (including direct rollovers)	2011-12-31	$68,207
Total plan assets at end of year	2011-12-31	$136,279
Total plan assets at beginning of year	2011-12-31	$178,641
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$22,912
Other income received	2011-12-31	$-5,919
Net income (gross income less expenses)	2011-12-31	$-42,362
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$136,279
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$178,641
Assets. Value of participant loans	2011-12-31	$11,240
Total contributions received or receivable from employer(s)	2011-12-31	$8,937
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$85
2010 : MACKENZIE RESTORATION, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$43,370
Expenses. Total of all expenses incurred	2010-12-31	$5,496
Benefits paid (including direct rollovers)	2010-12-31	$5,296
Total plan assets at end of year	2010-12-31	$178,641
Total plan assets at beginning of year	2010-12-31	$140,767
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$20,622
Other income received	2010-12-31	$16,079
Net income (gross income less expenses)	2010-12-31	$37,874
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$178,641
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$140,767
Assets. Value of participant loans	2010-12-31	$4,405
Total contributions received or receivable from employer(s)	2010-12-31	$6,669
Value of certain deemed distributions of participant loans	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$200

Form 5500 Responses for MACKENZIE RESTORATION, INC. 401(K) PLAN

2016: MACKENZIE RESTORATION, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MACKENZIE RESTORATION, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MACKENZIE RESTORATION, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MACKENZIE RESTORATION, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MACKENZIE RESTORATION, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MACKENZIE RESTORATION, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MACKENZIE RESTORATION, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	MACKENZIE RESTORATION, INC.
Employer identification number (EIN):	742261787
NAIC Classification:	238100

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1983-05-04
Company Identification Number:	0065420500
Legal Registered Office Address:	PO BOX 462 LADY LAKE United States of America (USA) 32158

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JOHN MACKENZIE
001	2013-01-01	JOHN MACKENZIE	JOHN MACKENZIE	2014-09-22
001	2012-01-01	JOHN MACKENZIE	JOHN MACKENZIE	2013-10-14
001	2011-01-01	IRENE WITT	IRENE WITT	2012-07-13
001	2009-01-01	JOETT MORRISON
001	2009-01-01	JOETT MORRISON	JOETT MORRISON	2010-10-01