DAVID F MCCLURE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID F MCCLURE COMPANY EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2024 : DAVID F MCCLURE COMPANY EMPLOYEE BENEFIT PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-09-30 | $16,617 |
| Total plan liabilities at beginning of year | 2024-09-30 | $10,615 |
| Total income from all sources | 2024-09-30 | $163,600 |
| Expenses. Total of all expenses incurred | 2024-09-30 | $201,535 |
| Benefits paid (including direct rollovers) | 2024-09-30 | $127,840 |
| Total plan assets at end of year | 2024-09-30 | $73,555 |
| Total plan assets at beginning of year | 2024-09-30 | $105,488 |
| Value of fidelity bond covering the plan | 2024-09-30 | $55,000 |
| Total contributions received or receivable from participants | 2024-09-30 | $73,739 |
| Expenses. Other expenses not covered elsewhere | 2024-09-30 | $68,145 |
| Contributions received from other sources (not participants or employers) | 2024-09-30 | $0 |
| Other income received | 2024-09-30 | $1,134 |
| Net income (gross income less expenses) | 2024-09-30 | $-37,935 |
| Net plan assets at end of year (total assets less liabilities) | 2024-09-30 | $56,938 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-09-30 | $94,873 |
| Total contributions received or receivable from employer(s) | 2024-09-30 | $88,727 |
| Value of corrective distributions | 2024-09-30 | $4,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-09-30 | $1,050 |
| 2023 : DAVID F MCCLURE COMPANY EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-09-30 | $10,615 |
| Total plan liabilities at beginning of year | 2023-09-30 | $8,351 |
| Total income from all sources | 2023-09-30 | $162,552 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $144,408 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $41,834 |
| Total plan assets at end of year | 2023-09-30 | $105,488 |
| Total plan assets at beginning of year | 2023-09-30 | $85,080 |
| Value of fidelity bond covering the plan | 2023-09-30 | $55,000 |
| Total contributions received or receivable from participants | 2023-09-30 | $81,845 |
| Expenses. Other expenses not covered elsewhere | 2023-09-30 | $67,475 |
| Contributions received from other sources (not participants or employers) | 2023-09-30 | $0 |
| Other income received | 2023-09-30 | $1,186 |
| Net income (gross income less expenses) | 2023-09-30 | $18,144 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $94,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $76,729 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $79,521 |
| Value of corrective distributions | 2023-09-30 | $33,833 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $1,266 |
| 2022 : DAVID F MCCLURE COMPANY EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-09-30 | $8,351 |
| Total plan liabilities at beginning of year | 2022-09-30 | $536 |
| Total income from all sources | 2022-09-30 | $179,714 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $202,292 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $128,869 |
| Total plan assets at end of year | 2022-09-30 | $85,080 |
| Total plan assets at beginning of year | 2022-09-30 | $99,843 |
| Value of fidelity bond covering the plan | 2022-09-30 | $55,000 |
| Total contributions received or receivable from participants | 2022-09-30 | $93,584 |
| Expenses. Other expenses not covered elsewhere | 2022-09-30 | $70,828 |
| Contributions received from other sources (not participants or employers) | 2022-09-30 | $0 |
| Other income received | 2022-09-30 | $61 |
| Net income (gross income less expenses) | 2022-09-30 | $-22,578 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $76,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $99,307 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $86,069 |
| Value of corrective distributions | 2022-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $2,595 |
| 2021 : DAVID F MCCLURE COMPANY EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-09-30 | $536 |
| Total plan liabilities at beginning of year | 2021-09-30 | $1,166 |
| Total income from all sources | 2021-09-30 | $215,831 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $182,041 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $95,364 |
| Total plan assets at end of year | 2021-09-30 | $99,843 |
| Total plan assets at beginning of year | 2021-09-30 | $66,683 |
| Value of fidelity bond covering the plan | 2021-09-30 | $55,000 |
| Total contributions received or receivable from participants | 2021-09-30 | $114,539 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $65,461 |
| Other income received | 2021-09-30 | $44 |
| Net income (gross income less expenses) | 2021-09-30 | $33,790 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $99,307 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $65,517 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $101,248 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $21,216 |
| 2020 : DAVID F MCCLURE COMPANY EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-09-30 | $1,166 |
| Total income from all sources | 2020-09-30 | $201,240 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $135,723 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $52,834 |
| Total plan assets at end of year | 2020-09-30 | $66,683 |
| Value of fidelity bond covering the plan | 2020-09-30 | $55,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $81,604 |
| Expenses. Other expenses not covered elsewhere | 2020-09-30 | $63,271 |
| Other income received | 2020-09-30 | $10 |
| Net income (gross income less expenses) | 2020-09-30 | $65,517 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $65,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $119,626 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $19,618 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 962373 |
| Policy instance | 5 |
| Insurance contract or identification number | 962373 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2024-09-30 | | Total amount of commissions paid to insurance broker | USD $253 | | Total amount of fees paid to insurance company | USD $55 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,703 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 ) |
| Policy contract number | 00531752 |
| Policy instance | 4 |
| Insurance contract or identification number | 00531752 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2024-06-01 | | Insurance policy end date | 2024-09-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $20,790 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
| Policy contract number | 837454 |
| Policy instance | 3 |
| Insurance contract or identification number | 837454 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2024-09-30 | | Total amount of commissions paid to insurance broker | USD $642 | | Total amount of fees paid to insurance company | USD $51 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $6,973 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
| Policy contract number | 086972 |
| Policy instance | 2 |
| Insurance contract or identification number | 086972 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2024-09-30 | | Total amount of commissions paid to insurance broker | USD $54 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $875 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800037 |
| Policy instance | 1 |
| Insurance contract or identification number | SL30800037 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2024-05-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $38,406 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800037 |
| Policy instance | 1 |
| HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
| Policy contract number | 086972 |
| Policy instance | 2 |
| UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
| Policy contract number | 837454 |
| Policy instance | 3 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 118781 |
| Policy instance | 4 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 118781 |
| Policy instance | 4 |
| UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
| Policy contract number | 837454 |
| Policy instance | 3 |
| HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
| Policy contract number | 086972 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800037 |
| Policy instance | 1 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800037 |
| Policy instance | 1 |
| HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
| Policy contract number | 086972 |
| Policy instance | 2 |
| UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
| Policy contract number | 837454 |
| Policy instance | 3 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 118781 |
| Policy instance | 4 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 118781 |
| Policy instance | 4 |
| UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
| Policy contract number | 837454 |
| Policy instance | 3 |
| HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
| Policy contract number | 086972 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800037 |
| Policy instance | 1 |
