Logo

JAMES R MCDANIEL INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJAMES R MCDANIEL INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

JAMES R MCDANIEL INC 401 K PROFIT SHARING PLAN TRUST 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

JAMES R MCDANIEL INC has sponsored the creation of one or more 401k plans.

Company Name:JAMES R MCDANIEL INC
Employer identification number (EIN):330368219
NAIC Classification:333100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R MCDANIEL INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VALERIE MORRIS2024-04-30
0012022-01-01VALERIE MORRIS2023-05-09
0012021-01-01EDWARD ROJAS2022-07-26
0012020-01-01EDWARD ROJAS2021-04-19
0012019-01-01EDWARD ROJAS2020-04-30
0012018-01-01EDWARD ROJAS2019-04-17

Financial Data on JAMES R MCDANIEL INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : JAMES R MCDANIEL INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-030
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-0333885
Net assets as of the end of the plan year2025-04-03412435
Total assets as of the beginning of the plan year2025-04-03315537
Participant contributions to plan in this plan year2025-04-0393265
Value of participant loans at end of plan year2025-04-036141
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-030
Other income to plan in this plan year2025-04-0337518
Plan net income in this plan year2025-04-0396898
Net assets as of the end of the plan year2025-04-03412435
Net assets as of the beginning of the plan year2025-04-03315537
Employer contributions to plan in this plan year2025-04-030
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-033960
2024 : JAMES R MCDANIEL INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-300
Total liabilities as of the end of the plan year2024-04-300
Total liabilities as of the beginning of the plan year2024-04-300
Total expenses incurred by plan in this plan year2024-04-307368
Net assets as of the end of the plan year2024-04-30315537
Total assets as of the beginning of the plan year2024-04-30215489
Participant contributions to plan in this plan year2024-04-3069987
Value of participant loans at end of plan year2024-04-306775
Other expenses paid from plan in this plan year2024-04-300
Other contributions to plan in this plan year2024-04-300
Other income to plan in this plan year2024-04-3037429
Plan net income in this plan year2024-04-30100048
Net assets as of the end of the plan year2024-04-30315537
Net assets as of the beginning of the plan year2024-04-30215489
Employer contributions to plan in this plan year2024-04-300
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-302681
2022 : JAMES R MCDANIEL INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-262059
Net assets as of the end of the plan year2022-07-26276030
Total assets as of the beginning of the plan year2022-07-26191770
Value of plan covered by a fidelity bond2022-07-2625000
Participant contributions to plan in this plan year2022-07-2658696
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-2627623
Plan net income in this plan year2022-07-2684260
Net assets as of the end of the plan year2022-07-26276030
Net assets as of the beginning of the plan year2022-07-26191770
Employer contributions to plan in this plan year2022-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-262059

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1