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MV ADVANCEMENTS PROFIT SHARING PLAN 401k Plan overview

Plan NameMV ADVANCEMENTS PROFIT SHARING PLAN
Plan identification number 001

MV ADVANCEMENTS 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MV ADVANCEMENTS has sponsored the creation of one or more 401k plans.

Company Name:MV ADVANCEMENTS
Employer identification number (EIN):930568833
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about MV ADVANCEMENTS

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2066-08-16
Company Identification Number: 7888613
Legal Registered Office Address: 1535 NE MILLER STREET

MCMINNVILLE
United States of America (USA)
97128

More information about MV ADVANCEMENTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MV ADVANCEMENTS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01KATHY SCHLOTFELDT2024-01-23
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01CHRISTINE HOLMGREN
0012016-07-01CHRISTINE HOLMGREN
0012015-07-01CHRISTINE HOLMGREN CHRISTINE HOLMGREN2017-03-15
0012014-07-01CHRISTINE HOLMGREN CHRISTINE HOLMGREN2016-01-06
0012013-07-01CHRISTINE HOLMGREN CHRISTINE HOLMGREN2015-01-16
0012012-07-01CHRISTINE HOLMGREN CHRISTINE HOLMGREN2014-02-25
0012011-07-01CHRISTINE HOLMGREN
0012010-07-01CHRISTINE HOLMGREN
0012009-07-01CHRISTINE HOLMGREN
0012009-07-01CHRISTINE HOLMGREN
0012009-07-01CHRISTINE HOLMGREN
0012009-07-01CHRISTINE HOLMGREN

Plan Statistics for MV ADVANCEMENTS PROFIT SHARING PLAN

401k plan membership statisitcs for MV ADVANCEMENTS PROFIT SHARING PLAN

Measure Date Value
2022: MV ADVANCEMENTS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01130
Total number of active participants reported on line 7a of the Form 55002022-07-0193
Number of retired or separated participants receiving benefits2022-07-011
Number of other retired or separated participants entitled to future benefits2022-07-0141
Total of all active and inactive participants2022-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01135
Number of participants with account balances2022-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-013
2021: MV ADVANCEMENTS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01124
Total number of active participants reported on line 7a of the Form 55002021-07-0186
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0143
Total of all active and inactive participants2021-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01130
Number of participants with account balances2021-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-014
2020: MV ADVANCEMENTS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01162
Total number of active participants reported on line 7a of the Form 55002020-07-0181
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0140
Total of all active and inactive participants2020-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01122
Number of participants with account balances2020-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: MV ADVANCEMENTS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01170
Total number of active participants reported on line 7a of the Form 55002019-07-0196
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0165
Total of all active and inactive participants2019-07-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01162
Number of participants with account balances2019-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0117
2018: MV ADVANCEMENTS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01180
Total number of active participants reported on line 7a of the Form 55002018-07-01118
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0154
Total of all active and inactive participants2018-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01172
Number of participants with account balances2018-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0117
2017: MV ADVANCEMENTS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01179
Total number of active participants reported on line 7a of the Form 55002017-07-01141
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0145
Total of all active and inactive participants2017-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01186
Number of participants with account balances2017-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-018
2016: MV ADVANCEMENTS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01165
Total number of active participants reported on line 7a of the Form 55002016-07-01139
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0135
Total of all active and inactive participants2016-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01174
Number of participants with account balances2016-07-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-016
2015: MV ADVANCEMENTS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01173
Total number of active participants reported on line 7a of the Form 55002015-07-01137
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0128
Total of all active and inactive participants2015-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01165
Number of participants with account balances2015-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0112
2014: MV ADVANCEMENTS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01155
Total number of active participants reported on line 7a of the Form 55002014-07-01152
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0123
Total of all active and inactive participants2014-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01175
Number of participants with account balances2014-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: MV ADVANCEMENTS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01146
Total number of active participants reported on line 7a of the Form 55002013-07-01138
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0115
Total of all active and inactive participants2013-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01153
Number of participants with account balances2013-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-016
2012: MV ADVANCEMENTS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01144
Total number of active participants reported on line 7a of the Form 55002012-07-01137
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-017
Total of all active and inactive participants2012-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01144
Number of participants with account balances2012-07-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: MV ADVANCEMENTS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01130
Total number of active participants reported on line 7a of the Form 55002011-07-01138
Number of other retired or separated participants entitled to future benefits2011-07-017
Total of all active and inactive participants2011-07-01145
Total participants2011-07-01145
Number of participants with account balances2011-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018
2010: MV ADVANCEMENTS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01145
Total number of active participants reported on line 7a of the Form 55002010-07-0191
Number of other retired or separated participants entitled to future benefits2010-07-0126
Total of all active and inactive participants2010-07-01117
Total participants2010-07-01117
Number of participants with account balances2010-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-016
2009: MV ADVANCEMENTS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01132
Total number of active participants reported on line 7a of the Form 55002009-07-01101
Number of other retired or separated participants entitled to future benefits2009-07-0144
Total of all active and inactive participants2009-07-01145
Total participants2009-07-01145
Number of participants with account balances2009-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on MV ADVANCEMENTS PROFIT SHARING PLAN

Measure Date Value
2023 : MV ADVANCEMENTS PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$599,992
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$75,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$66,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$331,210
Value of total assets at end of year2023-06-30$2,869,523
Value of total assets at beginning of year2023-06-30$2,344,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$9,078
Total interest from all sources2023-06-30$579
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$178,352
Participant contributions at end of year2023-06-30$8,578
Participant contributions at beginning of year2023-06-30$9,627
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$8,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$524,546
Value of net assets at end of year (total assets less liabilities)2023-06-30$2,869,523
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$2,344,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in pooled separate accounts at end of year2023-06-30$2,859,899
Value of interest in pooled separate accounts at beginning of year2023-06-30$2,331,597
Interest on participant loans2023-06-30$546
Interest earned on other investments2023-06-30$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$3,753
Net investment gain/loss from pooled separate accounts2023-06-30$268,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$144,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$66,368
Contract administrator fees2023-06-30$9,078
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BERNARDS, CPA
Accountancy firm EIN2023-06-30464152764
2022 : MV ADVANCEMENTS PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-164,069
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$134,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$125,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$239,403
Value of total assets at end of year2022-06-30$2,344,977
Value of total assets at beginning of year2022-06-30$2,643,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$8,770
Total interest from all sources2022-06-30$649
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$153,171
Participant contributions at end of year2022-06-30$9,627
Participant contributions at beginning of year2022-06-30$11,361
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-298,394
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,344,977
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,643,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$2,331,597
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,616,902
Interest on participant loans2022-06-30$580
Interest earned on other investments2022-06-30$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$15,108
Net investment gain/loss from pooled separate accounts2022-06-30$-404,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$85,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$125,555
Contract administrator fees2022-06-30$8,770
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BERNARDS, CPA
Accountancy firm EIN2022-06-30464152764
2021 : MV ADVANCEMENTS PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$735,978
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$301,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$286,817
Value of total corrective distributions2021-06-30$7,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$164,793
Value of total assets at end of year2021-06-30$2,643,371
Value of total assets at beginning of year2021-06-30$2,208,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$6,702
Total interest from all sources2021-06-30$2,495
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$105,519
Participant contributions at end of year2021-06-30$11,361
Participant contributions at beginning of year2021-06-30$54,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$434,825
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,643,371
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,208,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$2,616,902
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,129,901
Interest on participant loans2021-06-30$2,287
Interest earned on other investments2021-06-30$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$15,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$24,567
Net investment gain/loss from pooled separate accounts2021-06-30$568,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$59,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$286,817
Contract administrator fees2021-06-30$6,702
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BERNARDS, CPA
Accountancy firm EIN2021-06-30464152764
2020 : MV ADVANCEMENTS PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$474,653
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$279,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$271,487
Expenses. Certain deemed distributions of participant loans2020-06-30$2,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$451,298
Value of total assets at end of year2020-06-30$2,208,546
Value of total assets at beginning of year2020-06-30$2,013,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$5,727
Total interest from all sources2020-06-30$3,357
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$148,168
Participant contributions at end of year2020-06-30$54,078
Participant contributions at beginning of year2020-06-30$12,746
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$165,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$195,281
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,208,546
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,013,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$2,129,901
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,980,813
Interest on participant loans2020-06-30$3,052
Interest earned on other investments2020-06-30$305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$24,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$19,706
Net investment gain/loss from pooled separate accounts2020-06-30$19,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$137,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$271,487
Contract administrator fees2020-06-30$5,727
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BERNARDS, CPA
Accountancy firm EIN2020-06-30464152764
2019 : MV ADVANCEMENTS PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$402,811
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$252,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$246,559
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$304,857
Value of total assets at end of year2019-06-30$2,013,265
Value of total assets at beginning of year2019-06-30$1,862,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,976
Total interest from all sources2019-06-30$872
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$146,240
Participant contributions at end of year2019-06-30$12,746
Participant contributions at beginning of year2019-06-30$5,069
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$150,276
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,013,265
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,862,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$1,980,813
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,856,029
Interest on participant loans2019-06-30$629
Interest earned on other investments2019-06-30$243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$19,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,891
Net investment gain/loss from pooled separate accounts2019-06-30$97,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$158,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$246,559
Contract administrator fees2019-06-30$5,976
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BERNARDS & ASSOCIATES CPA'S, PC
Accountancy firm EIN2019-06-30464152764
2018 : MV ADVANCEMENTS PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$407,032
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$197,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$192,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$298,300
Value of total assets at end of year2018-06-30$1,862,989
Value of total assets at beginning of year2018-06-30$1,653,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,972
Total interest from all sources2018-06-30$255
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$153,558
Participant contributions at end of year2018-06-30$5,069
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$4,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$209,748
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,862,989
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,653,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$1,856,029
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,650,721
Interest on participant loans2018-06-30$134
Interest earned on other investments2018-06-30$121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,520
Net investment gain/loss from pooled separate accounts2018-06-30$108,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$140,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$192,312
Contract administrator fees2018-06-30$4,972
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BERNARDS & ASSOCIATES CPAS, PC
Accountancy firm EIN2018-06-30464152764
2017 : MV ADVANCEMENTS PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$469,521
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$406,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$401,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$283,756
Value of total assets at end of year2017-06-30$1,653,241
Value of total assets at beginning of year2017-06-30$1,590,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,082
Total interest from all sources2017-06-30$70
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$154,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$62,951
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,653,241
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,590,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$1,650,721
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,581,634
Interest earned on other investments2017-06-30$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$8,656
Net investment gain/loss from pooled separate accounts2017-06-30$185,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$129,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$401,488
Contract administrator fees2017-06-30$5,082
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BERNARDS & ASSOCIATES CPAS, PC
Accountancy firm EIN2017-06-30464152764
2016 : MV ADVANCEMENTS PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$266,847
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$233,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$227,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$271,232
Value of total assets at end of year2016-06-30$1,590,290
Value of total assets at beginning of year2016-06-30$1,556,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$5,431
Total interest from all sources2016-06-30$87
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$127,805
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$18,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$33,437
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,590,290
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,556,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$1,581,634
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,554,901
Interest earned on other investments2016-06-30$87
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$8,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,952
Net investment gain/loss from pooled separate accounts2016-06-30$-4,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$124,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$227,979
Contract administrator fees2016-06-30$5,431
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BERNARDS & ASSOCIATES, CPA
Accountancy firm EIN2016-06-30464152764
2015 : MV ADVANCEMENTS PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$239,814
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$75,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$71,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$242,435
Value of total assets at end of year2015-06-30$1,556,853
Value of total assets at beginning of year2015-06-30$1,392,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,014
Total interest from all sources2015-06-30$21
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$300,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$114,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$164,218
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,556,853
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,392,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$1,554,901
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,392,635
Interest earned on other investments2015-06-30$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$-2,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$127,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$71,582
Contract administrator fees2015-06-30$4,014
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BERNARDS & ASSOCIATES, CPA
Accountancy firm EIN2015-06-30464152764
2014 : MV ADVANCEMENTS PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$316,516
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$51,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$47,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$136,564
Value of total assets at end of year2014-06-30$1,392,635
Value of total assets at beginning of year2014-06-30$1,127,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$4,200
Total interest from all sources2014-06-30$2,353
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$73,827
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$2,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$264,888
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,392,635
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,127,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$1,392,635
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,086,964
Interest earned on other investments2014-06-30$2,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$40,783
Net investment gain/loss from pooled separate accounts2014-06-30$177,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$59,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$47,428
Contract administrator fees2014-06-30$4,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BERNARDS & ASSOCIATES, CPA
Accountancy firm EIN2014-06-30464152764
2013 : MV ADVANCEMENTS PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$313,846
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$51,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$37,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$207,675
Value of total assets at end of year2013-06-30$1,127,747
Value of total assets at beginning of year2013-06-30$865,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$14,181
Total interest from all sources2013-06-30$873
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$60,998
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$19,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$262,567
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,127,747
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$865,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$1,086,964
Value of interest in pooled separate accounts at beginning of year2013-06-30$813,738
Interest earned on other investments2013-06-30$873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$40,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$51,442
Net investment gain/loss from pooled separate accounts2013-06-30$105,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$126,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$37,098
Contract administrator fees2013-06-30$14,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BERNARDS & ASSOCIATES, CPA
Accountancy firm EIN2013-06-30464152764
2012 : MV ADVANCEMENTS PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$273,365
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$111,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$105,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$288,329
Value of total assets at end of year2012-06-30$865,180
Value of total assets at beginning of year2012-06-30$703,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,525
Total interest from all sources2012-06-30$909
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$33,962
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$205,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$162,026
Value of net assets at end of year (total assets less liabilities)2012-06-30$865,180
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$703,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$703,154
Value of interest in pooled separate accounts at end of year2012-06-30$813,738
Interest earned on other investments2012-06-30$909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$51,442
Net investment gain/loss from pooled separate accounts2012-06-30$-15,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$49,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$105,814
Contract administrator fees2012-06-30$5,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BOLDT,CARLISLE, AND SMITH
Accountancy firm EIN2012-06-30930570615
2011 : MV ADVANCEMENTS PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$166,868
Total unrealized appreciation/depreciation of assets2011-06-30$166,868
Total income from all sources (including contributions)2011-06-30$224,954
Total of all expenses incurred2011-06-30$53,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$53,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$49,129
Value of total assets at end of year2011-06-30$752,283
Value of total assets at beginning of year2011-06-30$580,395
Total interest from all sources2011-06-30$1
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$8,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$8,956
Was this plan covered by a fidelity bond2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$171,888
Value of net assets at end of year (total assets less liabilities)2011-06-30$752,283
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$580,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$703,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$528,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$49,129
Employer contributions (assets) at end of year2011-06-30$49,129
Employer contributions (assets) at beginning of year2011-06-30$52,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$53,066
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BOLDT, CARLISLE, AND SMITH
Accountancy firm EIN2011-06-30930570615

Form 5500 Responses for MV ADVANCEMENTS PROFIT SHARING PLAN

2022: MV ADVANCEMENTS PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: MV ADVANCEMENTS PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: MV ADVANCEMENTS PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: MV ADVANCEMENTS PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: MV ADVANCEMENTS PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: MV ADVANCEMENTS PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: MV ADVANCEMENTS PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: MV ADVANCEMENTS PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: MV ADVANCEMENTS PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: MV ADVANCEMENTS PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: MV ADVANCEMENTS PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MV ADVANCEMENTS PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: MV ADVANCEMENTS PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: MV ADVANCEMENTS PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered135
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered130
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered122
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered162
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $887
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $887
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered172
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $4,962
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,962
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered186
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $4,593
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,593
Insurance broker organization code?3
Insurance broker nameWADDELL AND REED INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered165
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $3,943
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,943
Insurance broker organization code?3
Insurance broker nameWADDELL AND REED INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered175
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,810
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,810
Insurance broker organization code?3
Insurance broker nameWADDELL AND REED INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered153
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,277
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,277
Insurance broker organization code?3
Insurance broker nameWADDELL AND REED INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered144
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $2,708
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,708
Insurance broker organization code?3
Insurance broker name2708
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067752
Policy instance 1
Insurance contract or identification number067752
Number of Individuals Covered145
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,068
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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