401k Plan data: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST plan

THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCDONALD PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name: MCDONALD PARTNERS LLC

Employer identification number (EIN): 202714559

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Additional information about MCDONALD PARTNERS LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2005-04-05

Company Identification Number: 1530939

Legal Registered Office Address: 925 EUCLID AVE
1150 HUNTINGTON BLDG
CLEVELAND
United States of America (USA)
44115

More information about MCDONALD PARTNERS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ARNOLD MCDONALD 2023-10-16
001 2021-01-01 ARNOLD B MCDONALD 2022-09-27
001 2020-01-01 ARNOLD B MCDONALD 2021-09-01
001 2018-01-01 CAROL B LAVELLE 2019-06-12
001 2017-01-01 ARNOLD BEATTY MCDONALD 2018-05-30
001 2016-01-01 A. BEATTY MCDONALD
001 2015-01-01 ARNOLD BEATTY MCDONALD
001 2014-01-01 ARNOLD BEATTY MCDONALD 2015-07-31
001 2013-01-01 ARNOLD BEATTY MCDONALD
001 2012-01-01 MCDONALD PARTNERS LLC 2013-06-04
001 2011-01-01 MCDONALD PARTNERS LLC 2012-07-31
001 2010-01-01 MCDONALD PARTNERS LLC 2011-08-01
001 2009-01-01 THOMAS MCDONALD ASSOCIATES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ARNOLD MCDONALD	2023-10-16
001	2021-01-01	ARNOLD B MCDONALD	2022-09-27
001	2020-01-01	ARNOLD B MCDONALD	2021-09-01
001	2018-01-01	CAROL B LAVELLE	2019-06-12
001	2017-01-01	ARNOLD BEATTY MCDONALD	2018-05-30
001	2016-01-01	A. BEATTY MCDONALD
001	2015-01-01	ARNOLD BEATTY MCDONALD
001	2014-01-01	ARNOLD BEATTY MCDONALD	2015-07-31
001	2013-01-01	ARNOLD BEATTY MCDONALD
001	2012-01-01	MCDONALD PARTNERS LLC	2013-06-04
001	2011-01-01	MCDONALD PARTNERS LLC	2012-07-31
001	2010-01-01	MCDONALD PARTNERS LLC	2011-08-01
001	2009-01-01	THOMAS MCDONALD ASSOCIATES

Plan Statistics for THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 44
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 45
Number of participants with account balances 2016-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 40
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2013: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 46
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 47
Number of participants with account balances 2013-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	44
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	45
Number of participants with account balances	2016-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	40
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2013: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	46
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	47
Number of participants with account balances	2013-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$746,899
Expenses. Total of all expenses incurred	2016-12-31	$19,409
Benefits paid (including direct rollovers)	2016-12-31	$19,344
Total plan assets at end of year	2016-12-31	$2,225,204
Total plan assets at beginning of year	2016-12-31	$1,497,714
Value of fidelity bond covering the plan	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$347,673
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	$213,516
Net income (gross income less expenses)	2016-12-31	$727,490
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,225,204
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,497,714
Assets. Value of participant loans	2016-12-31	$42,143
Total contributions received or receivable from employer(s)	2016-12-31	$185,710
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$354,192
Expenses. Total of all expenses incurred	2015-12-31	$159,905
Benefits paid (including direct rollovers)	2015-12-31	$159,710
Total plan assets at end of year	2015-12-31	$1,497,714
Total plan assets at beginning of year	2015-12-31	$1,303,427
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$315,294
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	$-120,662
Net income (gross income less expenses)	2015-12-31	$194,287
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,497,714
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,303,427
Assets. Value of participant loans	2015-12-31	$40,726
Total contributions received or receivable from employer(s)	2015-12-31	$159,560
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2013 : THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$355,794
Expenses. Total of all expenses incurred	2013-12-31	$30,329
Benefits paid (including direct rollovers)	2013-12-31	$29,665
Total plan assets at end of year	2013-12-31	$844,401
Total plan assets at beginning of year	2013-12-31	$518,936
Value of fidelity bond covering the plan	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$214,714
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$141,080
Net income (gross income less expenses)	2013-12-31	$325,465
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$844,401
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$518,936
Assets. Value of participant loans	2013-12-31	$46,153
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	$469
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0

Form 5500 Responses for THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

2016: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 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: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 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
2013: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 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
2009: THOMAS MCDONALD & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCDONALD PARTNERS LLC
Employer identification number (EIN):	202714559
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2005-04-05
Company Identification Number:	1530939
Legal Registered Office Address:	925 EUCLID AVE 1150 HUNTINGTON BLDG CLEVELAND United States of America (USA) 44115