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MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN
Plan identification number 002

MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING 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

MARSHALL POTTERY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARSHALL POTTERY, INC.
Employer identification number (EIN):752688671
NAIC Classification:327100

Additional information about MARSHALL POTTERY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1997-01-09
Company Identification Number: 0142960200
Legal Registered Office Address: 4901 ELYSIAN FIELDS RD

MARSHALL
United States of America (USA)
75672

More information about MARSHALL POTTERY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01MORRIS JONES2013-08-22 MORRIS JONES2013-08-22
0022011-01-01MORRIS JONES2012-08-02 MORRIS JONES2012-08-02
0022010-01-01MORRIS JONES2011-09-29 MORRIS JONES2011-09-29
0022009-01-01MORRIS JONES
0022007-01-01MORRIS JONES

Plan Statistics for MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2009: MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-0170
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0187
Total participants2009-01-0187
Number of participants with account balances2009-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01132
Total number of active participants reported on line 7a of the Form 55002007-01-0176
Number of other retired or separated participants entitled to future benefits2007-01-0162
Total of all active and inactive participants2007-01-01138
Total participants2007-01-01138
Number of participants with account balances2007-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2008 : MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources (including contributions)2008-12-31$-117,742
Total of all expenses incurred2008-12-31$94,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$92,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$119,128
Value of total assets at end of year2008-12-31$967,736
Value of total assets at beginning of year2008-12-31$1,180,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$2,010
Total interest from all sources2008-12-31$3,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Administrative expenses professional fees incurred2008-12-31$2,010
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$1,000,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$90,615
Participant contributions at end of year2008-12-31$82,058
Participant contributions at beginning of year2008-12-31$104,051
Other income not declared elsewhere2008-12-31$-244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-212,358
Value of net assets at end of year (total assets less liabilities)2008-12-31$967,736
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$1,180,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in pooled separate accounts at end of year2008-12-31$606,811
Value of interest in pooled separate accounts at beginning of year2008-12-31$938,162
Interest on participant loans2008-12-31$3,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$250,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$114,038
Net investment gain/loss from pooled separate accounts2008-12-31$-240,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$28,513
Employer contributions (assets) at end of year2008-12-31$28,513
Employer contributions (assets) at beginning of year2008-12-31$23,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$92,606
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31SALMON SIMS THOMAS AND ASSOCIATES
Accountancy firm EIN2008-12-31050568611
2007 : MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources (including contributions)2007-12-31$194,596
Total of all expenses incurred2007-12-31$72,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$70,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$117,287
Value of total assets at end of year2007-12-31$1,180,094
Value of total assets at beginning of year2007-12-31$1,058,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$2,475
Total interest from all sources2007-12-31$8,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Administrative expenses professional fees incurred2007-12-31$1,925
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$200,000
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$83,943
Participant contributions at end of year2007-12-31$104,051
Participant contributions at beginning of year2007-12-31$111,842
Participant contributions at beginning of year2007-12-31$917
Administrative expenses (other) incurred2007-12-31$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$122,005
Value of net assets at end of year (total assets less liabilities)2007-12-31$1,180,094
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$1,058,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in pooled separate accounts at end of year2007-12-31$938,162
Value of interest in pooled separate accounts at beginning of year2007-12-31$849,049
Interest on participant loans2007-12-31$8,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$114,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$96,281
Net investment gain/loss from pooled separate accounts2007-12-31$68,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$33,344
Employer contributions (assets) at end of year2007-12-31$23,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$70,116
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31SALMON SIMS THOMAS & ASSOCIATES
Accountancy firm EIN2007-12-31050568611

Form 5500 Responses for MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN

2009: MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: MARSHALL POTTERY EMPLOYEES 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number888861
Policy instance 1
Insurance contract or identification number888861
Number of Individuals Covered109
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $2,527
Total amount of fees paid to insurance companyUSD $831
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,002
Insurance broker organization code?3
Amount paid for insurance broker fees454
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameWIRTH ROBERT E.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number888861
Policy instance 1
Insurance contract or identification number888861
Number of Individuals Covered120
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $2,427
Total amount of fees paid to insurance companyUSD $504
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,427
Insurance broker organization code?3
Amount paid for insurance broker fees504
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameWIRTH ROBERT E

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