THE MCCONNELL GROUP, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE MCCONNELL GROUP, INC WELFARE TRUST FUND
Measure | Date | Value |
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2015 : THE MCCONNELL GROUP, INC WELFARE TRUST FUND 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $90,952 |
Total plan liabilities at beginning of year | 2015-12-31 | $91,623 |
Total income from all sources | 2015-12-31 | $90,848 |
Expenses. Total of all expenses incurred | 2015-12-31 | $92,848 |
Benefits paid (including direct rollovers) | 2015-12-31 | $83,989 |
Total plan assets at end of year | 2015-12-31 | $50,423 |
Total plan assets at beginning of year | 2015-12-31 | $53,094 |
Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
Total contributions received or receivable from participants | 2015-12-31 | $36,413 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $8,859 |
Net income (gross income less expenses) | 2015-12-31 | $-2,000 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $-40,529 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-38,529 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $54,435 |
2014 : THE MCCONNELL GROUP, INC WELFARE TRUST FUND 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $91,623 |
Total plan liabilities at beginning of year | 2014-12-31 | $86,042 |
Total income from all sources | 2014-12-31 | $109,021 |
Expenses. Total of all expenses incurred | 2014-12-31 | $112,551 |
Benefits paid (including direct rollovers) | 2014-12-31 | $104,689 |
Total plan assets at end of year | 2014-12-31 | $53,094 |
Total plan assets at beginning of year | 2014-12-31 | $51,043 |
Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
Total contributions received or receivable from participants | 2014-12-31 | $32,228 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $7,862 |
Net income (gross income less expenses) | 2014-12-31 | $-3,530 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $-38,529 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-34,999 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $76,793 |
2013 : THE MCCONNELL GROUP, INC WELFARE TRUST FUND 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $86,042 |
Total plan liabilities at beginning of year | 2013-12-31 | $91,194 |
Total income from all sources | 2013-12-31 | $93,443 |
Expenses. Total of all expenses incurred | 2013-12-31 | $96,023 |
Benefits paid (including direct rollovers) | 2013-12-31 | $88,789 |
Total plan assets at end of year | 2013-12-31 | $51,043 |
Total plan assets at beginning of year | 2013-12-31 | $58,775 |
Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
Total contributions received or receivable from participants | 2013-12-31 | $26,310 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $7,234 |
Net income (gross income less expenses) | 2013-12-31 | $-2,580 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $-34,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-32,419 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $67,133 |
2012 : THE MCCONNELL GROUP, INC WELFARE TRUST FUND 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $91,194 |
Total plan liabilities at beginning of year | 2012-12-31 | $51,420 |
Total income from all sources | 2012-12-31 | $78,512 |
Expenses. Total of all expenses incurred | 2012-12-31 | $85,592 |
Benefits paid (including direct rollovers) | 2012-12-31 | $73,202 |
Total plan assets at end of year | 2012-12-31 | $58,775 |
Total plan assets at beginning of year | 2012-12-31 | $26,081 |
Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
Total contributions received or receivable from participants | 2012-12-31 | $26,338 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $12,390 |
Net income (gross income less expenses) | 2012-12-31 | $-7,080 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $-32,419 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-25,339 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $52,174 |
2011 : THE MCCONNELL GROUP, INC WELFARE TRUST FUND 2011 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $51,420 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $83,112 |
Total income from all sources (including contributions) | 2011-12-31 | $173,329 |
Total of all expenses incurred | 2011-12-31 | $130,198 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $121,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $173,329 |
Value of total assets at end of year | 2011-12-31 | $26,081 |
Value of total assets at beginning of year | 2011-12-31 | $14,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,426 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $30,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $36,459 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $-2,742 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $50,771 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $81,612 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $649 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $1,500 |
Total non interest bearing cash at end of year | 2011-12-31 | $26,081 |
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 | $43,131 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $-25,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $-68,470 |
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 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $13,424 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $13,424 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $124,514 |
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 | No |
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 | $136,870 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,218 |
Contract administrator fees | 2011-12-31 | $8,426 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | FRYE & COMPANY, CPAS |
Accountancy firm EIN | 2011-12-31 | 454199441 |
2010 : THE MCCONNELL GROUP, INC WELFARE TRUST FUND 2010 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $83,112 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $84,365 |
Total income from all sources (including contributions) | 2010-12-31 | $223,651 |
Total of all expenses incurred | 2010-12-31 | $255,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $222,414 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $223,647 |
Value of total assets at end of year | 2010-12-31 | $14,642 |
Value of total assets at beginning of year | 2010-12-31 | $47,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $32,916 |
Total interest from all sources | 2010-12-31 | $4 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $11,500 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $30,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $75,898 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $-48,935 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $81,612 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $82,346 |
Administrative expenses (other) incurred | 2010-12-31 | $451 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,500 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $2,019 |
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 | $-31,679 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $-68,470 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $-36,791 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $13,424 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $46,117 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $46,117 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $271,349 |
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 |
Contributions received in cash from employer | 2010-12-31 | $147,749 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,218 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,457 |
Contract administrator fees | 2010-12-31 | $20,965 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | FRYE & WOLCOTT CPAS |
Accountancy firm EIN | 2010-12-31 | 542042172 |