Logo

PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NamePURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN
Plan identification number 001

PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PURCELL-MURRAY COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name:PURCELL-MURRAY COMPANY, INC
Employer identification number (EIN):942757866
NAIC Classification:423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01CURTIS ROE
0012016-01-01CURTIS ROE
0012015-01-01CURTIS ROE
0012014-01-01CURTIS ROE
0012013-01-01CURTIS ROE
0012012-01-01CURTIS ROE
0012011-01-01CURTIS ROE
0012009-01-01CURTIS ROE

Plan Statistics for PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2019: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01115
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-0163
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01115
Number of participants with account balances2018-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01146
Total number of active participants reported on line 7a of the Form 55002017-01-0180
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01129
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01106
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01145
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01144
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01143
Number of participants with account balances2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01137
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01143
Number of participants with account balances2014-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01134
Number of participants with account balances2013-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01117
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01125
Number of participants with account balances2012-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-0177
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01117
Number of participants with account balances2011-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-0167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0157
Total of all active and inactive participants2009-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01124
Number of participants with account balances2009-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2019 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-03-04$11,127,476
Total income from all sources (including contributions)2019-03-04$801,609
Total of all expenses incurred2019-03-04$17,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-04$6,264
Expenses. Certain deemed distributions of participant loans2019-03-04$191
Value of total assets at end of year2019-03-04$0
Value of total assets at beginning of year2019-03-04$10,343,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-04$10,822
Total interest from all sources2019-03-04$3,134
Total dividends received (eg from common stock, registered investment company shares)2019-03-04$858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-04Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-03-04$0
Total dividends received from registered investment company shares (eg mutual funds)2019-03-04$858
Was this plan covered by a fidelity bond2019-03-04Yes
Value of fidelity bond cover2019-03-04$500,000
If this is an individual account plan, was there a blackout period2019-03-04No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-04$0
Were there any nonexempt tranactions with any party-in-interest2019-03-04No
Participant contributions at end of year2019-03-04$0
Participant contributions at beginning of year2019-03-04$311,617
Participant contributions at end of year2019-03-04$0
Participant contributions at beginning of year2019-03-04$8,798
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-04$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-04$1,281
Administrative expenses (other) incurred2019-03-04$10,822
Total non interest bearing cash at end of year2019-03-04$0
Total non interest bearing cash at beginning of year2019-03-04$31,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-04No
Value of net income/loss2019-03-04$784,332
Value of net assets at end of year (total assets less liabilities)2019-03-04$0
Value of net assets at beginning of year (total assets less liabilities)2019-03-04$10,343,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-04No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-04No
Were any leases to which the plan was party in default or uncollectible2019-03-04No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-04$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-04$9,731,002
Interest on participant loans2019-03-04$2,522
Interest earned on other investments2019-03-04$571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-04$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-04$48,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-04$48,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-04$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-04$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-04$210,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-04$797,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-04No
Was there a failure to transmit to the plan any participant contributions2019-03-04No
Has the plan failed to provide any benefit when due under the plan2019-03-04No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-04$6,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-04No
Did the plan have assets held for investment2019-03-04No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-04Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-04Yes
Opinion of an independent qualified public accountant for this plan2019-03-04Disclaimer
Accountancy firm name2019-03-04SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2019-03-04942290202
2018 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-188,382
Total of all expenses incurred2018-12-31$3,236,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,165,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$303,440
Value of total assets at end of year2018-12-31$10,343,144
Value of total assets at beginning of year2018-12-31$13,768,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,969
Total interest from all sources2018-12-31$23,565
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$221,602
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$221,602
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$303,440
Participant contributions at end of year2018-12-31$311,617
Participant contributions at beginning of year2018-12-31$350,047
Participant contributions at end of year2018-12-31$8,798
Participant contributions at beginning of year2018-12-31$11,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$728
Administrative expenses (other) incurred2018-12-31$70,969
Total non interest bearing cash at end of year2018-12-31$31,313
Total non interest bearing cash at beginning of year2018-12-31$25,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,424,867
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,343,144
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,768,011
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$9,731,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,550,323
Interest on participant loans2018-12-31$16,605
Interest earned on other investments2018-12-31$6,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$48,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$47,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$47,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$210,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$782,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-736,989
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,165,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2018-12-31942290202
2017 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$24,708
Total income from all sources (including contributions)2017-12-31$2,284,084
Total of all expenses incurred2017-12-31$1,593,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,482,788
Expenses. Certain deemed distributions of participant loans2017-12-31$1,851
Value of total corrective distributions2017-12-31$25,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$465,100
Value of total assets at end of year2017-12-31$13,768,011
Value of total assets at beginning of year2017-12-31$13,101,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$82,739
Total interest from all sources2017-12-31$25,156
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$229,899
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$229,899
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$465,100
Participant contributions at end of year2017-12-31$350,047
Participant contributions at beginning of year2017-12-31$382,547
Participant contributions at end of year2017-12-31$11,637
Participant contributions at beginning of year2017-12-31$25,666
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$24,708
Administrative expenses (other) incurred2017-12-31$82,739
Total non interest bearing cash at end of year2017-12-31$25,494
Total non interest bearing cash at beginning of year2017-12-31$18,943
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$690,901
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,768,011
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,077,110
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$12,550,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,817,260
Interest on participant loans2017-12-31$16,480
Interest earned on other investments2017-12-31$8,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$47,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$36,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$36,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$782,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$672,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,563,929
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
Employer contributions (assets) at beginning of year2017-12-31$147,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,482,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2017-12-31942290202
2016 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$38,845
Total income from all sources (including contributions)2016-12-31$1,360,834
Total of all expenses incurred2016-12-31$398,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$322,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$632,343
Value of total assets at end of year2016-12-31$13,101,818
Value of total assets at beginning of year2016-12-31$12,153,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,326
Total interest from all sources2016-12-31$26,238
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$212,117
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$212,117
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$454,395
Participant contributions at end of year2016-12-31$382,547
Participant contributions at beginning of year2016-12-31$385,958
Participant contributions at end of year2016-12-31$25,666
Participant contributions at beginning of year2016-12-31$35,846
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$24,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$38,845
Administrative expenses (other) incurred2016-12-31$75,326
Total non interest bearing cash at end of year2016-12-31$18,943
Total non interest bearing cash at beginning of year2016-12-31$12,932
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$962,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,077,110
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,114,293
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$11,817,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,826,859
Interest on participant loans2016-12-31$15,808
Interest earned on other investments2016-12-31$10,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$36,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$672,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$727,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$490,136
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$147,249
Employer contributions (assets) at end of year2016-12-31$147,249
Employer contributions (assets) at beginning of year2016-12-31$138,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$322,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2016-12-31942290202
2015 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$38,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,705
Total income from all sources (including contributions)2015-12-31$820,793
Total of all expenses incurred2015-12-31$714,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$615,324
Value of total corrective distributions2015-12-31$27,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$853,615
Value of total assets at end of year2015-12-31$12,153,138
Value of total assets at beginning of year2015-12-31$12,033,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$71,926
Total interest from all sources2015-12-31$16,926
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$207,069
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$207,069
Administrative expenses professional fees incurred2015-12-31$71,926
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$438,991
Participant contributions at end of year2015-12-31$385,958
Participant contributions at beginning of year2015-12-31$379,122
Participant contributions at end of year2015-12-31$35,846
Participant contributions at beginning of year2015-12-31$20,649
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$275,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$38,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$25,705
Total non interest bearing cash at end of year2015-12-31$12,932
Total non interest bearing cash at beginning of year2015-12-31$7,048
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$106,186
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,114,293
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,008,107
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$10,826,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,046,103
Interest on participant loans2015-12-31$16,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$24,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$727,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$448,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-256,817
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$138,752
Employer contributions (assets) at end of year2015-12-31$138,752
Employer contributions (assets) at beginning of year2015-12-31$118,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$615,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2015-12-31942290202
2014 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,705
Total income from all sources (including contributions)2014-12-31$1,243,999
Total of all expenses incurred2014-12-31$1,291,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,180,144
Value of total corrective distributions2014-12-31$25,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$533,612
Value of total assets at end of year2014-12-31$12,033,812
Value of total assets at beginning of year2014-12-31$12,055,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$85,944
Total interest from all sources2014-12-31$20,357
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$205,799
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$205,799
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$384,107
Participant contributions at end of year2014-12-31$379,122
Participant contributions at beginning of year2014-12-31$256,645
Participant contributions at end of year2014-12-31$20,649
Participant contributions at beginning of year2014-12-31$44,178
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$31,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$25,705
Administrative expenses (other) incurred2014-12-31$85,944
Total non interest bearing cash at end of year2014-12-31$7,048
Total non interest bearing cash at beginning of year2014-12-31$1,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-47,794
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,008,107
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,055,901
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$11,046,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,357,669
Interest on participant loans2014-12-31$14,968
Interest earned on other investments2014-12-31$5,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$448,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$281,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$484,231
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$118,391
Employer contributions (assets) at end of year2014-12-31$118,391
Employer contributions (assets) at beginning of year2014-12-31$101,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,180,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2014-12-31942290202
2013 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,132,596
Total of all expenses incurred2013-12-31$1,162,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,069,405
Expenses. Certain deemed distributions of participant loans2013-12-31$2,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$435,602
Value of total assets at end of year2013-12-31$12,055,901
Value of total assets at beginning of year2013-12-31$11,085,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,402
Total interest from all sources2013-12-31$16,502
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$204,623
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$204,623
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$334,468
Participant contributions at end of year2013-12-31$256,645
Participant contributions at beginning of year2013-12-31$291,187
Participant contributions at end of year2013-12-31$44,178
Participant contributions at beginning of year2013-12-31$11,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$531
Administrative expenses (other) incurred2013-12-31$90,402
Total non interest bearing cash at end of year2013-12-31$1,416
Total non interest bearing cash at beginning of year2013-12-31$0
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$969,954
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,055,901
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,085,947
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$11,357,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,292,928
Interest on participant loans2013-12-31$12,090
Interest earned on other investments2013-12-31$4,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$149,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$149,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$281,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$340,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,475,869
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$101,134
Employer contributions (assets) at end of year2013-12-31$101,134
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,069,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2013-12-31942290202
2012 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,521,052
Total of all expenses incurred2012-12-31$357,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$270,574
Expenses. Certain deemed distributions of participant loans2012-12-31$20,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$341,999
Value of total assets at end of year2012-12-31$11,085,947
Value of total assets at beginning of year2012-12-31$9,922,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$66,376
Total interest from all sources2012-12-31$20,284
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$232,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$232,561
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$312,912
Participant contributions at end of year2012-12-31$291,187
Participant contributions at beginning of year2012-12-31$297,342
Participant contributions at end of year2012-12-31$11,210
Participant contributions at beginning of year2012-12-31$10,638
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,087
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$586
Administrative expenses (other) incurred2012-12-31$66,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,163,115
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,085,947
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,922,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,292,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,139,393
Interest on participant loans2012-12-31$14,277
Interest earned on other investments2012-12-31$5,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$149,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$141,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$141,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$340,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$333,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$926,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$270,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2012-12-31942290202
2011 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$318,729
Total of all expenses incurred2011-12-31$565,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$487,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$363,722
Value of total assets at end of year2011-12-31$9,922,832
Value of total assets at beginning of year2011-12-31$10,169,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$78,319
Total interest from all sources2011-12-31$18,083
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$220,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$220,697
Administrative expenses professional fees incurred2011-12-31$12,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$307,762
Participant contributions at end of year2011-12-31$297,342
Participant contributions at beginning of year2011-12-31$208,494
Participant contributions at end of year2011-12-31$10,638
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$55,960
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8
Administrative expenses (other) incurred2011-12-31$3,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-246,695
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,922,832
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,169,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$62,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,139,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,633,503
Interest on participant loans2011-12-31$11,342
Interest earned on other investments2011-12-31$6,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$141,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$93,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$93,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$333,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$233,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-283,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$487,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2011-12-31942290202
2010 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,434,342
Total of all expenses incurred2010-12-31$569,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$493,106
Expenses. Certain deemed distributions of participant loans2010-12-31$6,826
Value of total corrective distributions2010-12-31$7,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$301,450
Value of total assets at end of year2010-12-31$10,169,527
Value of total assets at beginning of year2010-12-31$9,305,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,294
Total interest from all sources2010-12-31$19,941
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$204,176
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$204,176
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$301,450
Participant contributions at end of year2010-12-31$208,494
Participant contributions at beginning of year2010-12-31$260,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$8
Administrative expenses (other) incurred2010-12-31$62,294
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$864,421
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,169,527
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,305,106
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$9,633,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,677,100
Interest on participant loans2010-12-31$12,770
Interest earned on other investments2010-12-31$7,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$93,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$91,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$91,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$233,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$276,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$908,775
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$493,106
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 name2010-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2010-12-31942290202
2009 : PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN

2019: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PURCELL-MURRAY COMPANY, INC EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51387
Policy instance 1
Insurance contract or identification numberYK51387
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-03-04
Total amount of commissions paid to insurance brokerUSD $218
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $218
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51387
Policy instance 1
Insurance contract or identification numberYK51387
Number of Individuals Covered115
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,472
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,472
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51387
Policy instance 1
Insurance contract or identification numberYK51387
Number of Individuals Covered129
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,609
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,609
Insurance broker organization code?3
Insurance broker nameCOMERICA SECURITIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51387
Policy instance 1
Insurance contract or identification numberYK51387
Number of Individuals Covered123
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,353
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,353
Insurance broker organization code?3
Insurance broker nameCOMERICA SECURITIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51387
Policy instance 1
Insurance contract or identification numberYK51387
Number of Individuals Covered143
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $818
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $818
Insurance broker organization code?3
Insurance broker nameCOMERICA SECURITIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51387
Policy instance 1
Insurance contract or identification numberYK51387
Number of Individuals Covered112
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $840
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $840
Insurance broker organization code?3
Insurance broker nameCOMERICA SECURITIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51387
Policy instance 1
Insurance contract or identification numberYK51387
Number of Individuals Covered105
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $910
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractTLIC STABLE ADVANTAGE
Commission paid to Insurance BrokerUSD $910
Insurance broker organization code?3
Insurance broker nameCOMERICA SECURITIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51387
Policy instance 1
Insurance contract or identification numberYK51387
Number of Individuals Covered106
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $687
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51387
Policy instance 1
Insurance contract or identification numberYK51387
Number of Individuals Covered111
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $933
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1