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ROBERT J. MCGUIRL CASH BALANCE PLAN 401k Plan overview

Plan NameROBERT J. MCGUIRL CASH BALANCE PLAN
Plan identification number 003

ROBERT J. MCGUIRL CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

LAW OFFICES OF ROBERT J. MCGUIRL has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF ROBERT J. MCGUIRL
Employer identification number (EIN):223169783
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. MCGUIRL CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01ROBERT J. MCGUIRL2022-11-28
0032021-01-01ROBERT J. MCGUIRL2022-03-11
0032020-01-01
0032019-01-01
0032018-01-01ROBERT J. MCGUIRL
0032017-01-01ROBERT J. MCGUIRL

Financial Data on ROBERT J. MCGUIRL CASH BALANCE PLAN

Measure Date Value
2022 : ROBERT J. MCGUIRL CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-110
Total liabilities as of the end of the plan year2022-03-110
Total liabilities as of the beginning of the plan year2022-03-110
Total expenses incurred by plan in this plan year2022-03-110
Net assets as of the end of the plan year2022-03-11673144
Total assets as of the beginning of the plan year2022-03-11486548
Value of plan covered by a fidelity bond2022-03-11200000
Participant contributions to plan in this plan year2022-03-110
Other expenses paid from plan in this plan year2022-03-110
Other contributions to plan in this plan year2022-03-110
Other income to plan in this plan year2022-03-1177596
Plan net income in this plan year2022-03-11186596
Net assets as of the end of the plan year2022-03-11673144
Net assets as of the beginning of the plan year2022-03-11486548
Employer contributions to plan in this plan year2022-03-11109000
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-110
2020 : ROBERT J. MCGUIRL CASH BALANCE PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$170,393
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$486,548
Total plan assets at beginning of year2020-12-31$316,155
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$36,202
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$170,393
Net plan assets at end of year (total assets less liabilities)2020-12-31$486,548
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$316,155
Total contributions received or receivable from employer(s)2020-12-31$134,191
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ROBERT J. MCGUIRL CASH BALANCE PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$11,000
Total income from all sources2019-12-31$114,007
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$316,155
Total plan assets at beginning of year2019-12-31$213,148
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$31,787
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$114,007
Net plan assets at end of year (total assets less liabilities)2019-12-31$316,155
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$202,148
Total contributions received or receivable from employer(s)2019-12-31$82,220
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROBERT J. MCGUIRL CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$11,000
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$125,923
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$213,148
Total plan assets at beginning of year2018-12-31$76,225
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$5,923
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$125,923
Net plan assets at end of year (total assets less liabilities)2018-12-31$202,148
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$76,225
Total contributions received or receivable from employer(s)2018-12-31$120,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROBERT J. MCGUIRL CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$76,225
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$76,225
Total plan assets at beginning of year2017-12-31$0
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$0
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$76,225
Net plan assets at end of year (total assets less liabilities)2017-12-31$76,225
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$76,225
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for ROBERT J. MCGUIRL CASH BALANCE PLAN

2020: ROBERT J. MCGUIRL CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT J. MCGUIRL CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT J. MCGUIRL CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT J. MCGUIRL CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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