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MONIGLE RETIREMENT PLAN 401k Plan overview

Plan NameMONIGLE RETIREMENT PLAN
Plan identification number 001

MONIGLE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MONIGLE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MONIGLE ASSOCIATES, INC.
Employer identification number (EIN):840627497
NAIC Classification:541400

Additional information about MONIGLE ASSOCIATES, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1972-08-28
Company Identification Number: 19871246510
Legal Registered Office Address: 150 Adams St

Denver
United States of America (USA)
80206

More information about MONIGLE ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONIGLE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01NICHOLE SROTT2021-07-23
0012019-01-01NICHOLE SROTT2020-07-22
0012018-01-01NICHOLE SROTT2019-09-24
0012017-01-01
0012017-01-01NICHOLE SROTT2019-09-24
0012016-01-01KEVIN GUDEJKO2017-09-06
0012015-01-01IAN LINDER2016-09-22
0012014-01-01ELAINE M. MARTINEZ2015-05-14
0012013-01-01ELAINE M. MARTINEZ2014-07-24
0012012-01-01ELAINE M. MARTINEZ2013-06-19
0012011-01-01ELAINE MARTINEZ2012-10-10
0012010-01-01ELAINE MARTINEZ2011-05-27

Plan Statistics for MONIGLE RETIREMENT PLAN

401k plan membership statisitcs for MONIGLE RETIREMENT PLAN

Measure Date Value
2023: MONIGLE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01216
Total number of active participants reported on line 7a of the Form 55002023-01-01150
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0165
Total of all active and inactive participants2023-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01217
Number of participants with account balances2023-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-019
2022: MONIGLE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01223
Total number of active participants reported on line 7a of the Form 55002022-01-01149
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01216
Number of participants with account balances2022-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: MONIGLE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01180
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01222
Number of participants with account balances2021-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: MONIGLE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01172
Total number of active participants reported on line 7a of the Form 55002020-01-01141
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01180
Number of participants with account balances2020-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: MONIGLE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-01141
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01174
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: MONIGLE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01146
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01156
Number of participants with account balances2018-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: MONIGLE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01130
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01148
Number of participants with account balances2017-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111

Financial Data on MONIGLE RETIREMENT PLAN

Measure Date Value
2023 : MONIGLE RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$4,592,974
Total of all expenses incurred2023-12-31$1,734,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,710,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,772,346
Value of total assets at end of year2023-12-31$16,933,122
Value of total assets at beginning of year2023-12-31$14,074,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$23,690
Total interest from all sources2023-12-31$855
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$309,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$309,316
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,366,018
Participant contributions at end of year2023-12-31$35,894
Participant contributions at beginning of year2023-12-31$34,698
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$109,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,858,745
Value of net assets at end of year (total assets less liabilities)2023-12-31$16,933,122
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,074,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$16,819,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,942,871
Interest on participant loans2023-12-31$855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$68,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$87,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,510,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$297,195
Employer contributions (assets) at end of year2023-12-31$8,839
Employer contributions (assets) at beginning of year2023-12-31$9,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,710,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RUBINBROWN LLP
Accountancy firm EIN2023-12-31430765316
2022 : MONIGLE RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,162,168
Total of all expenses incurred2022-12-31$390,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$373,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,764,706
Value of total assets at end of year2022-12-31$14,074,377
Value of total assets at beginning of year2022-12-31$15,627,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,715
Total interest from all sources2022-12-31$717
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$277,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$277,566
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$1,339,891
Participant contributions at end of year2022-12-31$34,698
Participant contributions at beginning of year2022-12-31$76,413
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$115,405
Administrative expenses (other) incurred2022-12-31$17,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,552,974
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,074,377
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,627,351
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,942,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,461,702
Interest earned on other investments2022-12-31$717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$87,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$69,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,205,157
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$309,410
Employer contributions (assets) at end of year2022-12-31$9,024
Employer contributions (assets) at beginning of year2022-12-31$19,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$373,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31RUBINBROWN LLP
Accountancy firm EIN2022-12-31430765316
2021 : MONIGLE RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,835,584
Total of all expenses incurred2021-12-31$944,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$937,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,523,210
Value of total assets at end of year2021-12-31$15,627,351
Value of total assets at beginning of year2021-12-31$12,736,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,159
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$254,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$254,136
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 period2021-12-31Yes
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$1,105,212
Participant contributions at end of year2021-12-31$76,413
Participant contributions at beginning of year2021-12-31$36,290
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$187,587
Administrative expenses (other) incurred2021-12-31$7,159
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$2,890,621
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,627,351
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,736,730
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,461,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,547,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$149,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$149,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$69,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,058,238
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$230,411
Employer contributions (assets) at end of year2021-12-31$19,393
Employer contributions (assets) at beginning of year2021-12-31$4,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$937,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31RUBINBROWN LLP
Accountancy firm EIN2021-12-31430765316
2020 : MONIGLE RETIREMENT 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$2,920,458
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$298,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$271,976
Value of total corrective distributions2020-12-31$13,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,201,186
Value of total assets at end of year2020-12-31$12,736,730
Value of total assets at beginning of year2020-12-31$10,114,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,875
Total interest from all sources2020-12-31$1,891
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$397,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$397,182
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$956,068
Participant contributions at end of year2020-12-31$36,290
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$51,183
Administrative expenses (other) incurred2020-12-31$12,875
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$2,621,952
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,736,730
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,114,778
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,547,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,969,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$149,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$145,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$145,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,320,199
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$193,935
Employer contributions (assets) at end of year2020-12-31$4,057
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$271,976
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 name2020-12-31RUBINBROWN LLP
Accountancy firm EIN2020-12-31430765316
2019 : MONIGLE RETIREMENT 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$2,731,942
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$467,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,217
Value of total corrective distributions2019-12-31$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$916,315
Value of total assets at end of year2019-12-31$10,114,778
Value of total assets at beginning of year2019-12-31$7,850,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,800
Total interest from all sources2019-12-31$4,515
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$277,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$277,471
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$733,395
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,493
Administrative expenses (other) incurred2019-12-31$13,800
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$2,264,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,114,778
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,850,151
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,969,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,629,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$145,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$220,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$220,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,533,641
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$139,427
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,217
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 name2019-12-31RUBINBROWN LLP
Accountancy firm EIN2019-12-31430765316
2018 : MONIGLE RETIREMENT 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$236,937
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$88,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$77,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$682,645
Value of total assets at end of year2018-12-31$7,850,151
Value of total assets at beginning of year2018-12-31$7,701,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,075
Total interest from all sources2018-12-31$4,973
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$266,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$266,696
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$551,335
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$12,780
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,885
Administrative expenses (other) incurred2018-12-31$11,075
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$148,386
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,850,151
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,701,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,629,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,559,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$220,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$127,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$127,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-717,377
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$117,425
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$77,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31RUBINBROWN LLP
Accountancy firm EIN2018-12-31430765316
2017 : MONIGLE RETIREMENT 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$1,767,808
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$865,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$835,508
Value of total corrective distributions2017-12-31$22,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$643,154
Value of total assets at end of year2017-12-31$7,701,764
Value of total assets at beginning of year2017-12-31$6,799,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,672
Total interest from all sources2017-12-31$1,944
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$218,337
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$218,337
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$518,816
Participant contributions at end of year2017-12-31$2,488
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,299
Administrative expenses (other) incurred2017-12-31$7,672
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$902,132
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,701,764
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,799,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,559,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,347,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$127,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$451,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$451,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$904,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$111,039
Employer contributions (assets) at end of year2017-12-31$12,779
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$835,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31RUBIN BROWN
Accountancy firm EIN2017-12-31430765316

Form 5500 Responses for MONIGLE RETIREMENT PLAN

2023: MONIGLE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MONIGLE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONIGLE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONIGLE RETIREMENT 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: MONIGLE RETIREMENT 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: MONIGLE RETIREMENT 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: MONIGLE RETIREMENT 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513808
Policy instance 1
Insurance contract or identification number513808
Number of Individuals Covered192
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513808
Policy instance 1
Insurance contract or identification number513808
Number of Individuals Covered188
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513808
Policy instance 1
Insurance contract or identification number513808
Number of Individuals Covered177
Insurance policy start date2021-05-27
Insurance policy end date2021-12-31
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

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