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Plan Name | MCMAHON ASSOCIATES, INC. 401K PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MCMAHON ASSOCIATES, INC. |
Employer identification number (EIN): | 232462387 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about MCMAHON ASSOCIATES, INC.
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2003-10-31 |
Company Identification Number: | 77158 |
Legal Registered Office Address: |
100 NORTH MAIN STREET SUITE 2 BARRE United States of America (USA) 05641 |
More information about MCMAHON ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | CASEY A. MOORE | 2023-10-13 | ||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | LINDSAY SIENKIEWICZ | |||
002 | 2016-01-01 | LINDSAY SIENKIEWICZ | |||
002 | 2015-01-01 | LINDSAY SIENKIEWICZ | |||
002 | 2014-01-01 | LINDSAY SIENKIEWICZ | |||
002 | 2013-01-01 | JENNIFER LOWRY | |||
002 | 2012-01-01 | JENNIFER LOWRY | |||
002 | 2011-01-01 | JENNIFER LOWRY | |||
002 | 2010-01-01 | JENNIFER LOWRY | |||
002 | 2009-01-01 | JENNIFER LOWRY |
Measure | Date | Value |
---|---|---|
2022: MCMAHON ASSOCIATES, INC. 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 35 |
Total of all active and inactive participants | 2022-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 35 |
Number of participants with account balances | 2022-01-01 | 35 |
2021: MCMAHON ASSOCIATES, INC. 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 233 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 48 |
Total of all active and inactive participants | 2021-01-01 | 231 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 231 |
Number of participants with account balances | 2021-01-01 | 225 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 10 |
2020: MCMAHON ASSOCIATES, INC. 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 242 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 45 |
Total of all active and inactive participants | 2020-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 225 |
Number of participants with account balances | 2020-01-01 | 214 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: MCMAHON ASSOCIATES, INC. 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 45 |
Total of all active and inactive participants | 2019-01-01 | 233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 233 |
Number of participants with account balances | 2019-01-01 | 204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: MCMAHON ASSOCIATES, INC. 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 183 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 41 |
Total of all active and inactive participants | 2018-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 224 |
Number of participants with account balances | 2018-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 8 |
2017: MCMAHON ASSOCIATES, INC. 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 211 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 211 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 211 |
Number of participants with account balances | 2017-01-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: MCMAHON ASSOCIATES, INC. 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 168 |
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 | 40 |
Total of all active and inactive participants | 2016-01-01 | 208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 208 |
Number of participants with account balances | 2016-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: MCMAHON ASSOCIATES, INC. 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 147 |
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 | 48 |
Total of all active and inactive participants | 2015-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 195 |
Number of participants with account balances | 2015-01-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: MCMAHON ASSOCIATES, INC. 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 46 |
Total of all active and inactive participants | 2014-01-01 | 174 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 174 |
Number of participants with account balances | 2014-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 8 |
2013: MCMAHON ASSOCIATES, INC. 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 129 |
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 | 41 |
Total of all active and inactive participants | 2013-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 170 |
Number of participants with account balances | 2013-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 8 |
2012: MCMAHON ASSOCIATES, INC. 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 40 |
Total of all active and inactive participants | 2012-01-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 165 |
Number of participants with account balances | 2012-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MCMAHON ASSOCIATES, INC. 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 40 |
Total of all active and inactive participants | 2011-01-01 | 211 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 211 |
Number of participants with account balances | 2011-01-01 | 143 |
2010: MCMAHON ASSOCIATES, INC. 401K PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 31 |
Total of all active and inactive participants | 2010-01-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 165 |
Number of participants with account balances | 2010-01-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MCMAHON ASSOCIATES, INC. 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 123 |
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 | 20 |
Total of all active and inactive participants | 2009-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 143 |
Number of participants with account balances | 2009-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : MCMAHON ASSOCIATES, INC. 401K PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $109,281 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,110,800 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $29,649,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $29,579,232 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $675,980 |
Value of total assets at end of year | 2022-12-31 | $797,504 |
Value of total assets at beginning of year | 2022-12-31 | $36,666,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $69,910 |
Total interest from all sources | 2022-12-31 | $5,297 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $189,636 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $189,636 |
Administrative expenses professional fees incurred | 2022-12-31 | $69,910 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $501,022 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $170,209 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $54,231 |
Other income not declared elsewhere | 2022-12-31 | $-487 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-35,759,942 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $797,504 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $36,666,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $786,534 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $33,474,941 |
Interest on participant loans | 2022-12-31 | $5,297 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $10,970 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,015,222 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,038,007 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $56,781 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $120,727 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $6,355 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $29,579,232 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | PERRY N. BLACKMAN, C.P.A. |
Accountancy firm EIN | 2022-12-31 | 232244789 |
2021 : MCMAHON ASSOCIATES, INC. 401K PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,035,158 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $667,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $602,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,082,264 |
Value of total assets at end of year | 2021-12-31 | $36,666,727 |
Value of total assets at beginning of year | 2021-12-31 | $30,298,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $64,553 |
Total interest from all sources | 2021-12-31 | $10,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,388,891 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,388,891 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,553,248 |
Participant contributions at end of year | 2021-12-31 | $170,209 |
Participant contributions at beginning of year | 2021-12-31 | $194,418 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $139,214 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,367,943 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $36,666,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,298,784 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $49,810 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $33,474,941 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $27,513,885 |
Interest on participant loans | 2021-12-31 | $10,376 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,015,222 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,584,932 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,502,223 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $51,404 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $389,802 |
Employer contributions (assets) at end of year | 2021-12-31 | $6,355 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $602,662 |
Contract administrator fees | 2021-12-31 | $14,743 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2021-12-31 | 232749598 |
2020 : MCMAHON ASSOCIATES, INC. 401K PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $6,407,905 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $856,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $802,262 |
Value of total corrective distributions | 2020-12-31 | $843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,031,503 |
Value of total assets at end of year | 2020-12-31 | $30,298,784 |
Value of total assets at beginning of year | 2020-12-31 | $24,746,908 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $52,924 |
Total interest from all sources | 2020-12-31 | $11,385 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $938,791 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $938,791 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,437,504 |
Participant contributions at end of year | 2020-12-31 | $194,418 |
Participant contributions at beginning of year | 2020-12-31 | $173,056 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $216,585 |
Administrative expenses (other) incurred | 2020-12-31 | $2,368 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,551,876 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,298,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $24,746,908 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $34,583 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $27,513,885 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,895,551 |
Interest on participant loans | 2020-12-31 | $11,385 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,584,932 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,675,475 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,373,548 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $52,678 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $377,414 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,549 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,826 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $802,262 |
Contract administrator fees | 2020-12-31 | $15,973 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2020-12-31 | 232749598 |
2019 : MCMAHON ASSOCIATES, INC. 401K PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $6,322,685 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $797,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $741,856 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,625,845 |
Value of total assets at end of year | 2019-12-31 | $24,746,908 |
Value of total assets at beginning of year | 2019-12-31 | $19,221,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $55,145 |
Total interest from all sources | 2019-12-31 | $8,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $793,873 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $793,873 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,251,194 |
Participant contributions at end of year | 2019-12-31 | $173,056 |
Participant contributions at beginning of year | 2019-12-31 | $124,579 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $35,423 |
Other income not declared elsewhere | 2019-12-31 | $319 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,525,684 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $24,746,908 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,221,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $35,374 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,895,551 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,110,383 |
Interest on participant loans | 2019-12-31 | $8,484 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,675,475 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,979,663 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $86 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,838,036 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $56,042 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $339,228 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,826 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $6,599 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $741,856 |
Contract administrator fees | 2019-12-31 | $19,771 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2019-12-31 | 232749598 |
2018 : MCMAHON ASSOCIATES, INC. 401K PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $346,061 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $523,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $462,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,757,833 |
Value of total assets at end of year | 2018-12-31 | $19,221,224 |
Value of total assets at beginning of year | 2018-12-31 | $19,398,583 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $61,095 |
Total interest from all sources | 2018-12-31 | $5,165 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $984,644 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $984,644 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,143,788 |
Participant contributions at end of year | 2018-12-31 | $124,579 |
Participant contributions at beginning of year | 2018-12-31 | $44,962 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $310,021 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $60 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-177,359 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $19,221,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,398,583 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $58,681 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,110,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,107,997 |
Interest on participant loans | 2018-12-31 | $5,032 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,979,663 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,232,841 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $133 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,457,214 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $55,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $304,024 |
Employer contributions (assets) at end of year | 2018-12-31 | $6,599 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $12,723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $462,325 |
Contract administrator fees | 2018-12-31 | $2,414 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2018-12-31 | 232749598 |
2017 : MCMAHON ASSOCIATES, INC. 401K PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,466,978 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $464,912 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $412,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,554,986 |
Value of total assets at end of year | 2017-12-31 | $19,398,583 |
Value of total assets at beginning of year | 2017-12-31 | $15,396,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $52,454 |
Total interest from all sources | 2017-12-31 | $2,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $475,519 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $475,519 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,003,147 |
Participant contributions at end of year | 2017-12-31 | $44,962 |
Participant contributions at beginning of year | 2017-12-31 | $73,382 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $269,575 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $60 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,002,066 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,398,583 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,396,517 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $50,339 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,107,997 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,489,242 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $2,769 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,232,841 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,832,077 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,388,362 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $45,333 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $282,264 |
Employer contributions (assets) at end of year | 2017-12-31 | $12,723 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,816 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $412,458 |
Contract administrator fees | 2017-12-31 | $2,115 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2017-12-31 | 232749598 |
2016 : MCMAHON ASSOCIATES, INC. 401K PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,400,259 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $158,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $118,088 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,367,461 |
Value of total assets at end of year | 2016-12-31 | $15,396,517 |
Value of total assets at beginning of year | 2016-12-31 | $13,155,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $40,843 |
Total interest from all sources | 2016-12-31 | $3,013 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $355,112 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $355,112 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $898,986 |
Participant contributions at end of year | 2016-12-31 | $73,382 |
Participant contributions at beginning of year | 2016-12-31 | $53,896 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $222,132 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,241,328 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,396,517 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,155,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $38,381 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,489,242 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,881,227 |
Interest on participant loans | 2016-12-31 | $2,994 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,832,077 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,220,066 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $19 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $640,653 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $34,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $246,343 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,816 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $118,088 |
Contract administrator fees | 2016-12-31 | $2,462 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2016-12-31 | 232749598 |
2015 : MCMAHON ASSOCIATES, INC. 401K PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,107,729 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $907,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $850,070 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $6,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,099,041 |
Value of total assets at end of year | 2015-12-31 | $13,155,189 |
Value of total assets at beginning of year | 2015-12-31 | $12,955,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $50,781 |
Total interest from all sources | 2015-12-31 | $2,270 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $373,358 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $373,358 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $821,973 |
Participant contributions at end of year | 2015-12-31 | $53,896 |
Participant contributions at beginning of year | 2015-12-31 | $48,246 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $100,462 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $200,167 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,155,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,955,022 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $48,448 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,881,227 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,551,250 |
Interest on participant loans | 2015-12-31 | $2,263 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,220,066 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,355,526 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-366,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $176,606 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $850,070 |
Contract administrator fees | 2015-12-31 | $2,333 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2015-12-31 | 232749598 |
2014 : MCMAHON ASSOCIATES, INC. 401K PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,559,305 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $460,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $419,377 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $908,472 |
Value of total assets at end of year | 2014-12-31 | $12,955,022 |
Value of total assets at beginning of year | 2014-12-31 | $11,856,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $41,009 |
Total interest from all sources | 2014-12-31 | $2,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $519,489 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $519,489 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $744,889 |
Participant contributions at end of year | 2014-12-31 | $48,246 |
Participant contributions at beginning of year | 2014-12-31 | $35,169 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,098,919 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,955,022 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,856,103 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $39,066 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,551,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,515,463 |
Interest on participant loans | 2014-12-31 | $2,134 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,355,526 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,305,471 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $-3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $129,213 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $163,583 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $419,377 |
Contract administrator fees | 2014-12-31 | $1,943 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2014-12-31 | 232749598 |
2013 : MCMAHON ASSOCIATES, INC. 401K PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,895,378 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $612,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $581,099 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $835,783 |
Value of total assets at end of year | 2013-12-31 | $11,856,103 |
Value of total assets at beginning of year | 2013-12-31 | $9,573,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $31,620 |
Total interest from all sources | 2013-12-31 | $1,564 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $352,957 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $352,957 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $677,120 |
Participant contributions at end of year | 2013-12-31 | $35,169 |
Participant contributions at beginning of year | 2013-12-31 | $42,977 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,381 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,282,659 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,856,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,573,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,515,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,155,788 |
Interest on participant loans | 2013-12-31 | $1,564 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,305,471 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,374,679 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,705,074 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $157,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $581,099 |
Contract administrator fees | 2013-12-31 | $31,620 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2013-12-31 | 232749598 |
2012 : MCMAHON ASSOCIATES, INC. 401K PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $646,184 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $646,184 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,004,109 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $367,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $340,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $845,125 |
Value of total assets at end of year | 2012-12-31 | $9,573,444 |
Value of total assets at beginning of year | 2012-12-31 | $7,936,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $26,994 |
Total interest from all sources | 2012-12-31 | $1,848 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $299,804 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $299,804 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $692,908 |
Participant contributions at end of year | 2012-12-31 | $42,977 |
Participant contributions at beginning of year | 2012-12-31 | $35,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $58,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,636,919 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,573,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,936,525 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,155,788 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,054,631 |
Interest on participant loans | 2012-12-31 | $1,642 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,374,679 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $846,092 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $206 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $211,148 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $93,967 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $340,196 |
Contract administrator fees | 2012-12-31 | $26,994 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2012-12-31 | 232749598 |
2011 : MCMAHON ASSOCIATES, INC. 401K PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-694,663 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-694,663 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $397,074 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $521,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $475,330 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $5,925 |
Value of total corrective distributions | 2011-12-31 | $19,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $673,070 |
Value of total assets at end of year | 2011-12-31 | $7,936,525 |
Value of total assets at beginning of year | 2011-12-31 | $8,060,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,052 |
Total interest from all sources | 2011-12-31 | $4,071 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $170,813 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $170,813 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $636,247 |
Participant contributions at end of year | 2011-12-31 | $35,802 |
Participant contributions at beginning of year | 2011-12-31 | $27,343 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-124,032 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,936,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,060,557 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,054,631 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,112,516 |
Interest on participant loans | 2011-12-31 | $2,287 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $846,092 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $920,698 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,784 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $243,783 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $36,823 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $475,330 |
Contract administrator fees | 2011-12-31 | $20,052 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2011-12-31 | 232749598 |
2010 : MCMAHON ASSOCIATES, INC. 401K PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $683,125 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $683,125 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,609,096 |
Total loss/gain on sale of assets | 2010-12-31 | $192,017 |
Total of all expenses incurred | 2010-12-31 | $67,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $53,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $606,102 |
Value of total assets at end of year | 2010-12-31 | $8,060,557 |
Value of total assets at beginning of year | 2010-12-31 | $6,518,882 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $14,158 |
Total interest from all sources | 2010-12-31 | $2,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $124,951 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $124,951 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $606,102 |
Participant contributions at end of year | 2010-12-31 | $27,343 |
Participant contributions at beginning of year | 2010-12-31 | $47,770 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $17,567 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $146 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,541,675 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,060,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,518,882 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $14,158 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,112,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,452,605 |
Interest on participant loans | 2010-12-31 | $2,901 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $920,698 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,000,727 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $67 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $53,263 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $3,838,933 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $3,646,916 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GITOMER & BERENHOLZ, P.C. |
Accountancy firm EIN | 2010-12-31 | 232749598 |
2009 : MCMAHON ASSOCIATES, INC. 401K PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MCMAHON ASSOCIATES, INC. 401K PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MCMAHON ASSOCIATES, INC. 401K PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MCMAHON ASSOCIATES, INC. 401K PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MCMAHON ASSOCIATES, INC. 401K PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MCMAHON ASSOCIATES, INC. 401K PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MCMAHON ASSOCIATES, INC. 401K 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: MCMAHON ASSOCIATES, INC. 401K 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: MCMAHON ASSOCIATES, INC. 401K 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: MCMAHON ASSOCIATES, INC. 401K 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: MCMAHON ASSOCIATES, INC. 401K 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: MCMAHON ASSOCIATES, INC. 401K 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: MCMAHON ASSOCIATES, INC. 401K 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 |
2010: MCMAHON ASSOCIATES, INC. 401K PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MCMAHON ASSOCIATES, INC. 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
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 |