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MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMACKAY & SOMPS PROFIT SHARING PLAN AND TRUST
Plan identification number 002

MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 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.

401k Sponsoring company profile

MACKAY & SOMPS CIVIL ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MACKAY & SOMPS CIVIL ENGINEERS, INC.
Employer identification number (EIN):942377392
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about MACKAY & SOMPS CIVIL ENGINEERS, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1996-06-13
Company Identification Number: 19961139514
Legal Registered Office Address: 501-A SOUTH MEADOWS PKWY
MACKAY & SOMPS CIVIL
RENO
United States of America (USA)
89511

More information about MACKAY & SOMPS CIVIL ENGINEERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN F. KUZIA LARRY GOMEZ2018-07-23
0022016-01-01JOHN F. KUZIA JOHN F. KUZIA2017-07-14
0022015-01-01JOHN F. KUZIA
0022014-01-01JOHN F. KUZIA
0022013-01-01JOHN F. KUZIA
0022012-01-01JOHN F. KUZIA2013-07-23 JOHN F. KUZIA2013-07-23
0022011-01-01JOHN F. KUZIA2012-07-18
0022009-01-01BOB CHAN
0022009-01-01BOB CHAN

Plan Statistics for MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01164
Total number of active participants reported on line 7a of the Form 55002023-01-01100
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0151
Total of all active and inactive participants2023-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01154
Number of participants with account balances2023-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01167
Total number of active participants reported on line 7a of the Form 55002022-01-01112
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0151
Total of all active and inactive participants2022-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01164
Number of participants with account balances2022-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01155
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01167
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01155
Number of participants with account balances2020-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01156
Total number of active participants reported on line 7a of the Form 55002019-01-01119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01169
Number of participants with account balances2019-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01146
Total number of active participants reported on line 7a of the Form 55002018-01-01111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01156
Number of participants with account balances2018-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01142
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01146
Number of participants with account balances2017-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-0195
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-01101
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01146
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01123
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01136
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01106
Total number of active participants reported on line 7a of the Form 55002013-01-0172
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01123
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2009: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01189
Total number of active participants reported on line 7a of the Form 55002009-01-0154
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-0187
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Number of participants with account balances2009-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$11,921,093
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,145,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,145,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,165,135
Value of total assets at end of year2023-12-31$60,730,319
Value of total assets at beginning of year2023-12-31$50,955,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$180
Total interest from all sources2023-12-31$6,641
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,433,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,433,269
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,470,811
Participant contributions at end of year2023-12-31$119,122
Participant contributions at beginning of year2023-12-31$86,189
Other income not declared elsewhere2023-12-31$15,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$9,775,099
Value of net assets at end of year (total assets less liabilities)2023-12-31$60,730,319
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$50,955,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$60,611,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$50,869,031
Interest on participant loans2023-12-31$6,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$7,300,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$694,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,145,814
Contract administrator fees2023-12-31$180
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SILICON VALLEY ACCOUNTANCY CORP
Accountancy firm EIN2023-12-31770573994
2022 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,300,068
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,227,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,226,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,952,513
Value of total assets at end of year2022-12-31$50,955,220
Value of total assets at beginning of year2022-12-31$58,482,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$120
Total interest from all sources2022-12-31$4,575
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,311,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,311,714
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,573,294
Participant contributions at end of year2022-12-31$86,189
Participant contributions at beginning of year2022-12-31$52,448
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$403,348
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$86
Other income not declared elsewhere2022-12-31$335
Administrative expenses (other) incurred2022-12-31$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,527,105
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,955,220
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,482,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$50,869,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$58,429,877
Interest on participant loans2022-12-31$4,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,569,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$975,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,226,831
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SILICON VALLEY ACCOUNTANCY CORP
Accountancy firm EIN2022-12-31770573994
2021 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,687,763
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,603,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,603,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,591,419
Value of total assets at end of year2021-12-31$58,482,325
Value of total assets at beginning of year2021-12-31$52,398,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$140
Total interest from all sources2021-12-31$3,925
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,476,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,476,703
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,554,423
Participant contributions at end of year2021-12-31$52,448
Participant contributions at beginning of year2021-12-31$107,364
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$332,250
Administrative expenses (other) incurred2021-12-31$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,084,251
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,482,325
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,398,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,429,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$52,290,710
Interest on participant loans2021-12-31$3,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,615,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$704,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,603,372
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SILICON VALLEY ACCOUNTANCY CORP.
Accountancy firm EIN2021-12-31770573994
2020 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,886,331
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,604,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,604,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,480,533
Value of total assets at end of year2020-12-31$52,398,074
Value of total assets at beginning of year2020-12-31$46,116,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$280
Total interest from all sources2020-12-31$8,494
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,195,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,195,200
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,465,132
Participant contributions at end of year2020-12-31$107,364
Participant contributions at beginning of year2020-12-31$175,767
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$205,239
Administrative expenses (other) incurred2020-12-31$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,281,665
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,398,074
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,116,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$52,290,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$45,940,642
Interest on participant loans2020-12-31$8,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,202,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$810,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,604,386
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOITANO & SARGENT
Accountancy firm EIN2020-12-31823377597
2019 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,967,747
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$667,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$667,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,362,078
Value of total assets at end of year2019-12-31$46,116,409
Value of total assets at beginning of year2019-12-31$35,816,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$200
Total interest from all sources2019-12-31$10,419
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,724,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,724,418
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,564,732
Participant contributions at end of year2019-12-31$175,767
Participant contributions at beginning of year2019-12-31$143,951
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,937
Administrative expenses (other) incurred2019-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,300,160
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,116,409
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,816,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,940,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,672,298
Interest on participant loans2019-12-31$10,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,870,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$765,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$667,387
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOITANO & SARGENT
Accountancy firm EIN2019-12-31823377597
2018 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$247,372
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$105,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$105,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,108,887
Value of total assets at end of year2018-12-31$35,816,249
Value of total assets at beginning of year2018-12-31$35,674,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$200
Total interest from all sources2018-12-31$6,548
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,718,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,718,915
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,398,485
Participant contributions at end of year2018-12-31$143,951
Participant contributions at beginning of year2018-12-31$139,121
Other income not declared elsewhere2018-12-31$86
Administrative expenses (other) incurred2018-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$141,471
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,816,249
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,674,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,672,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,535,657
Interest on participant loans2018-12-31$6,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,587,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$710,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$105,701
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BOITANO & SARGENT
Accountancy firm EIN2018-12-31823377597
2017 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,644,083
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$630,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$630,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,927,829
Value of total assets at end of year2017-12-31$35,674,778
Value of total assets at beginning of year2017-12-31$28,661,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$160
Total interest from all sources2017-12-31$5,905
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,254,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,254,138
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,275,870
Participant contributions at end of year2017-12-31$139,121
Participant contributions at beginning of year2017-12-31$102,576
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,536
Administrative expenses (other) incurred2017-12-31$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,013,745
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,674,778
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,661,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,535,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,558,457
Interest on participant loans2017-12-31$5,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,456,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$627,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$630,178
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOITANO & SARGENT
Accountancy firm EIN2017-12-31823377597
2016 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,050,121
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,338,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,336,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,614,124
Value of total assets at end of year2016-12-31$28,661,033
Value of total assets at beginning of year2016-12-31$25,949,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,120
Total interest from all sources2016-12-31$3,247
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$919,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$919,647
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,022,397
Participant contributions at end of year2016-12-31$102,576
Participant contributions at beginning of year2016-12-31$69,170
Administrative expenses (other) incurred2016-12-31$2,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,711,641
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,661,033
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,949,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,558,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,880,222
Interest on participant loans2016-12-31$3,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,513,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$591,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,336,360
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOITANO, SARGENT, & LILLY, LLP
Accountancy firm EIN2016-12-31942186228
2015 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,522,065
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,604,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,604,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,512,042
Value of total assets at end of year2015-12-31$25,949,392
Value of total assets at beginning of year2015-12-31$26,031,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$100
Total interest from all sources2015-12-31$2,679
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,082,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,082,341
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$943,928
Participant contributions at end of year2015-12-31$69,170
Participant contributions at beginning of year2015-12-31$60,707
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,912
Other income not declared elsewhere2015-12-31$1
Administrative expenses (other) incurred2015-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-82,564
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,949,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,031,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,880,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,971,249
Interest on participant loans2015-12-31$2,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,074,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$560,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,604,529
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOITANO, SARGENT & LILLY, LLP
Accountancy firm EIN2015-12-31942186228
2014 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,569,667
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,469,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,469,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,243,139
Value of total assets at end of year2014-12-31$26,031,956
Value of total assets at beginning of year2014-12-31$25,931,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$160
Total interest from all sources2014-12-31$2,752
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$980,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$980,878
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$807,006
Participant contributions at end of year2014-12-31$60,707
Participant contributions at beginning of year2014-12-31$88,819
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$127,334
Administrative expenses (other) incurred2014-12-31$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$100,261
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,031,956
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,931,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,971,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,842,876
Interest on participant loans2014-12-31$2,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,342,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$308,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,469,246
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOITANO, SARGENT & LILLY, LLP
Accountancy firm EIN2014-12-31942186228
2013 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,943,862
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,516,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,516,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$642,194
Value of total assets at end of year2013-12-31$25,931,695
Value of total assets at beginning of year2013-12-31$21,504,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$160
Total interest from all sources2013-12-31$3,904
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$725,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$725,105
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$539,632
Participant contributions at end of year2013-12-31$88,819
Participant contributions at beginning of year2013-12-31$82,310
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,874
Administrative expenses (other) incurred2013-12-31$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,427,050
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,931,695
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,504,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,842,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,422,335
Interest on participant loans2013-12-31$3,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,572,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$98,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,516,652
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOITANO, SARGENT & LILLY, LLP
Accountancy firm EIN2013-12-31942186228
2010 : MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,982,999
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,426,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,425,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$351,689
Value of total assets at end of year2010-12-31$23,539,965
Value of total assets at beginning of year2010-12-31$21,983,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,435
Total interest from all sources2010-12-31$5,641
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$411,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$411,881
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$349,833
Participant contributions at end of year2010-12-31$113,408
Participant contributions at beginning of year2010-12-31$104,522
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,856
Administrative expenses (other) incurred2010-12-31$1,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,556,466
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,539,965
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,983,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,426,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,878,977
Interest on participant loans2010-12-31$5,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,213,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,425,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOITANO, SARGENT & LILLY, LLP
Accountancy firm EIN2010-12-31942186228

Form 5500 Responses for MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST

2023: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: MACKAY & SOMPS PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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