401k Plan data: DAVID MAUNEY INC. PROFIT SHARING PLAN plan

DAVID MAUNEY INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID MAUNEY INC. PROFIT SHARING PLAN
Plan identification number	001

DAVID MAUNEY INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

DAVID MAUNEY INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID MAUNEY INC.

Employer identification number (EIN): 200655940

NAIC Classification: 541800

Additional information about DAVID MAUNEY INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2004-02-01

Company Identification Number: 1435411

Legal Registered Office Address: 3430 CHUCKFIELD DR
-
CINCINNATI
United States of America (USA)
45239

More information about DAVID MAUNEY INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID MAUNEY INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2023-01-01 DAVID W. MAUNEY
001 2022-01-01
001 2022-01-01 DAVID W. MAUNEY
001 2021-01-01
001 2021-01-01 DAVID W. MAUNEY
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID W MAUNEY DAVID W MAUNEY 2018-10-12
001 2016-01-01 DAVID MAUNEY DAVID MAUNEY 2017-08-30
001 2015-01-01 DAVID MAUNEY DAVID MAUNEY 2016-11-03
001 2014-01-01 DAVID MAUNEY DAVID MAUNEY 2015-10-15
001 2013-01-01 DAVID MAUNEY DAVID MAUNEY 2014-10-13
001 2012-01-01 DAVID W. MAUNEY DAVID W. MAUNEY 2013-09-28
001 2011-01-01 DAVID MAUNEY DAVID MAUNEY 2012-09-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2023-01-01	DAVID W. MAUNEY
001	2022-01-01
001	2022-01-01	DAVID W. MAUNEY
001	2021-01-01
001	2021-01-01	DAVID W. MAUNEY
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID W MAUNEY	DAVID W MAUNEY	2018-10-12
001	2016-01-01	DAVID MAUNEY	DAVID MAUNEY	2017-08-30
001	2015-01-01	DAVID MAUNEY	DAVID MAUNEY	2016-11-03
001	2014-01-01	DAVID MAUNEY	DAVID MAUNEY	2015-10-15
001	2013-01-01	DAVID MAUNEY	DAVID MAUNEY	2014-10-13
001	2012-01-01	DAVID W. MAUNEY	DAVID W. MAUNEY	2013-09-28
001	2011-01-01	DAVID MAUNEY	DAVID MAUNEY	2012-09-30

Financial Data on DAVID MAUNEY INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$41,074
Total plan assets at end of year	2023-12-31	$1,450,270
Total plan assets at beginning of year	2023-12-31	$1,409,196
Other income received	2023-12-31	$41,074
Net income (gross income less expenses)	2023-12-31	$41,074
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,450,270
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,409,196
Assets. Value of employer securities	2023-12-31	$1,449,752
2022 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$381,356
Total plan assets at end of year	2022-12-31	$1,409,196
Total plan assets at beginning of year	2022-12-31	$1,027,840
Other income received	2022-12-31	$381,356
Net income (gross income less expenses)	2022-12-31	$381,356
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,409,196
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,027,840
Assets. Value of employer securities	2022-12-31	$1,408,678
2021 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-879
Total plan assets at end of year	2021-12-31	$1,027,840
Total plan assets at beginning of year	2021-12-31	$1,028,719
Other income received	2021-12-31	$-879
Net income (gross income less expenses)	2021-12-31	$-879
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,027,840
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,028,719
Assets. Value of employer securities	2021-12-31	$1,027,322
2020 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$656,080
Total plan assets at end of year	2020-12-31	$1,028,719
Total plan assets at beginning of year	2020-12-31	$372,639
Other income received	2020-12-31	$656,080
Net income (gross income less expenses)	2020-12-31	$656,080
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,028,719
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$372,639
Assets. Value of employer securities	2020-12-31	$1,028,201
2019 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$21,149
Total plan assets at end of year	2019-12-31	$372,639
Total plan assets at beginning of year	2019-12-31	$351,490
Other income received	2019-12-31	$21,149
Net income (gross income less expenses)	2019-12-31	$21,149
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$372,639
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$351,490
Assets. Value of employer securities	2019-12-31	$372,121
2018 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-24,009
Expenses. Total of all expenses incurred	2018-12-31	$3
Total plan assets at end of year	2018-12-31	$351,490
Total plan assets at beginning of year	2018-12-31	$375,502
Expenses. Other expenses not covered elsewhere	2018-12-31	$3
Other income received	2018-12-31	$-24,009
Net income (gross income less expenses)	2018-12-31	$-24,012
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$351,490
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$375,502
Assets. Value of employer securities	2018-12-31	$350,972
2017 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$293,472
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$375,502
Total plan assets at beginning of year	2017-12-31	$82,030
Value of fidelity bond covering the plan	2017-12-31	$40,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$293,472
Net income (gross income less expenses)	2017-12-31	$293,472
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$375,502
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$82,030
Assets. Value of employer securities	2017-12-31	$374,981
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,630
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$82,030
Total plan assets at beginning of year	2016-12-31	$80,400
Value of fidelity bond covering the plan	2016-12-31	$10,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$1,630
Net income (gross income less expenses)	2016-12-31	$1,630
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$82,030
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$80,400
Assets. Value of employer securities	2016-12-31	$81,509
Total contributions received or receivable from employer(s)	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-493
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$80,400
Total plan assets at beginning of year	2015-12-31	$80,893
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-493
Net income (gross income less expenses)	2015-12-31	$-493
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$80,400
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$80,893
Assets. Value of employer securities	2015-12-31	$79,879
Total contributions received or receivable from employer(s)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$3,071
Expenses. Total of all expenses incurred	2014-12-31	$10
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$80,893
Total plan assets at beginning of year	2014-12-31	$77,832
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$10
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$3,071
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$3,061
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$80,893
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$77,832
Assets. Value of employer securities	2014-12-31	$80,872
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$0
Expenses. Total of all expenses incurred	2013-12-31	$10
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$77,832
Total plan assets at beginning of year	2013-12-31	$77,842
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$10
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$0
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-10
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$77,832
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$77,842
Assets. Value of employer securities	2013-12-31	$77,801
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$48
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$77,842
Total plan assets at beginning of year	2012-12-31	$77,890
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$48
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$0
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-48
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$77,842
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$77,890
Assets. Value of employer securities	2012-12-31	$77,801
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : DAVID MAUNEY INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-899
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$77,890
Total plan assets at beginning of year	2011-12-31	$78,789
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-899
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-899
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$77,890
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$78,789
Assets. Value of employer securities	2011-12-31	$77,801
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for DAVID MAUNEY INC. PROFIT SHARING PLAN

2023: DAVID MAUNEY INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DAVID MAUNEY INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVID MAUNEY INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVID MAUNEY INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVID MAUNEY INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID MAUNEY INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID MAUNEY INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID MAUNEY INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID MAUNEY INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID MAUNEY INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID MAUNEY INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID MAUNEY INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID MAUNEY INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID MAUNEY INC.
Employer identification number (EIN):	200655940
NAIC Classification:	541800

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2004-02-01
Company Identification Number:	1435411
Legal Registered Office Address:	3430 CHUCKFIELD DR - CINCINNATI United States of America (USA) 45239