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THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 401k Plan overview

Plan NameTHE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN
Plan identification number 001

THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE JOHN MORGAN MCLACHLAN AGENCY has sponsored the creation of one or more 401k plans.

Company Name:THE JOHN MORGAN MCLACHLAN AGENCY
Employer identification number (EIN):264004983
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MORGAN MCLACHLAN2024-04-11
0012022-01-01MORGAN MCLACHLAN2023-08-01
0012021-01-01MORGAN MCLACHLAN2022-10-06
0012021-01-01MORGAN MCLACHLAN2022-10-06
0012020-01-01MORGAN MCLACHLAN2021-05-05
0012019-01-01MORGAN MCLACHLAN2020-09-25
0012018-01-01MORGAN MCLACHLAN2019-08-12
0012017-01-01MORGAN MCLACHLAN2018-09-12
0012016-01-01MORGAN MCLACHLAN2017-05-09
0012015-01-01MORGAN MCLACHLAN2016-03-24
0012013-01-01MORGAN MCLACHLAN
0012012-01-01MORGAN MCLACHLAN
0012011-01-01JOHN M. MCLACHLAN

Plan Statistics for THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

401k plan membership statisitcs for THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

Measure Date Value
2025: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-197
Total number of particpants at end of year2025-03-197
Number of Participants With Account Balances2025-03-197
2024: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-117
Total number of particpants at end of year2024-04-117
Number of Participants With Account Balances2024-04-117
2022: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-068
Total number of particpants at end of year2022-10-068
Number of Participants With Account Balances2022-10-068
2013: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

Measure Date Value
2025 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-190
Total liabilities as of the end of the plan year2025-03-190
Total liabilities as of the beginning of the plan year2025-03-190
Total expenses incurred by plan in this plan year2025-03-198879
Net assets as of the end of the plan year2025-03-19733379
Total assets as of the beginning of the plan year2025-03-19598309
Value of plan covered by a fidelity bond2025-03-19250000
Participant contributions to plan in this plan year2025-03-1930500
Other expenses paid from plan in this plan year2025-03-190
Other contributions to plan in this plan year2025-03-190
Other income to plan in this plan year2025-03-1958941
Plan net income in this plan year2025-03-19135070
Net assets as of the end of the plan year2025-03-19733379
Net assets as of the beginning of the plan year2025-03-19598309
Employer contributions to plan in this plan year2025-03-1954508
Fees paid to broker by Benefit Provider2025-03-193188
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-198879
2024 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-110
Total liabilities as of the end of the plan year2024-04-110
Total liabilities as of the beginning of the plan year2024-04-110
Total expenses incurred by plan in this plan year2024-04-116741
Net assets as of the end of the plan year2024-04-11598309
Total assets as of the beginning of the plan year2024-04-11464967
Value of plan covered by a fidelity bond2024-04-11250000
Participant contributions to plan in this plan year2024-04-1130000
Other expenses paid from plan in this plan year2024-04-110
Other contributions to plan in this plan year2024-04-110
Other income to plan in this plan year2024-04-1157519
Plan net income in this plan year2024-04-11133342
Net assets as of the end of the plan year2024-04-11598309
Net assets as of the beginning of the plan year2024-04-11464967
Employer contributions to plan in this plan year2024-04-1152564
Fees paid to broker by Benefit Provider2024-04-113659
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-116741
2022 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-060
Total liabilities as of the end of the plan year2022-10-060
Total liabilities as of the beginning of the plan year2022-10-060
Total expenses incurred by plan in this plan year2022-10-065001
Net assets as of the end of the plan year2022-10-06531973
Total assets as of the beginning of the plan year2022-10-06413352
Value of plan covered by a fidelity bond2022-10-06250000
Participant contributions to plan in this plan year2022-10-0629331
Other expenses paid from plan in this plan year2022-10-060
Other contributions to plan in this plan year2022-10-060
Other income to plan in this plan year2022-10-0642682
Plan net income in this plan year2022-10-06118621
Net assets as of the end of the plan year2022-10-06531973
Net assets as of the beginning of the plan year2022-10-06413352
Employer contributions to plan in this plan year2022-10-0651609
Fees paid to broker by Benefit Provider2022-10-063851
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-065001
2013 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$70,501
Expenses. Total of all expenses incurred2013-12-31$6,592
Benefits paid (including direct rollovers)2013-12-31$6,592
Total plan assets at end of year2013-12-31$333,237
Total plan assets at beginning of year2013-12-31$269,328
Total contributions received or receivable from participants2013-12-31$23,000
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$4,517
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$63,909
Net plan assets at end of year (total assets less liabilities)2013-12-31$333,237
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$269,328
Total contributions received or receivable from employer(s)2013-12-31$42,984
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$66,963
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$269,328
Total plan assets at beginning of year2012-12-31$202,365
Total contributions received or receivable from participants2012-12-31$22,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$2,151
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$66,963
Net plan assets at end of year (total assets less liabilities)2012-12-31$269,328
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$202,365
Total contributions received or receivable from employer(s)2012-12-31$42,312
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$63,033
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$202,365
Total plan assets at beginning of year2011-12-31$139,332
Total contributions received or receivable from participants2011-12-31$22,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-393
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$63,033
Net plan assets at end of year (total assets less liabilities)2011-12-31$202,365
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$139,332
Total contributions received or receivable from employer(s)2011-12-31$41,426
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$76,246
Expenses. Total of all expenses incurred2010-12-31$1,398
Benefits paid (including direct rollovers)2010-12-31$1,398
Total plan assets at end of year2010-12-31$139,332
Total plan assets at beginning of year2010-12-31$64,484
Total contributions received or receivable from participants2010-12-31$22,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,316
Noncash contributions received2010-12-31$11,999
Net income (gross income less expenses)2010-12-31$74,848
Net plan assets at end of year (total assets less liabilities)2010-12-31$139,332
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$64,484
Total contributions received or receivable from employer(s)2010-12-31$40,931
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

2013: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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