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ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING 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
  • 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.
  • 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

ROBERT A MCKAY INC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A MCKAY INC
Employer identification number (EIN):330380479
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01ROBERT A MCKAY2020-02-14 ROBERT A MCKAY2020-02-14
0012018-01-01ROBERT A MCKAY2019-02-19 ROBERT A MCKAY2019-02-19
0012017-01-01ROBERT A MCKAY2018-03-02 ROBERT A MCKAY2018-03-02
0012015-01-01ROBERT A MCKAY2016-03-08 ROBERT A MCKAY2016-03-08
0012015-01-01ROBERT A MCKAY2016-02-14 ROBERT A MCKAY2016-02-14
0012014-01-01ROBERT A MCKAY2015-03-19 ROBERT A MCKAY2015-03-19
0012014-01-01ROBERT A MCKAY2016-03-08 ROBERT A MCKAY2016-03-08
0012013-01-01ROBERT A MCKAY2014-04-04 ROBERT A MCKAY2014-04-04
0012011-01-01ROBERT A MCKAY
0012009-01-01ROBERT A MCKAY ROBERT A MCKAY2010-07-20

Plan Statistics for ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN

Measure Date Value
2011: ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN

Measure Date Value
2011 : ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$4,623
Expenses. Total of all expenses incurred2011-12-31$200
Total plan assets at end of year2011-12-31$405,160
Total plan assets at beginning of year2011-12-31$400,737
Other income received2011-12-31$4,623
Net income (gross income less expenses)2011-12-31$4,423
Net plan assets at end of year (total assets less liabilities)2011-12-31$405,160
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$400,737
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
2010 : ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$-3,389
Expenses. Total of all expenses incurred2010-12-31$14
Total plan assets at end of year2010-12-31$400,737
Total plan assets at beginning of year2010-12-31$404,140
Other income received2010-12-31$-3,389
Net income (gross income less expenses)2010-12-31$-3,403
Net plan assets at end of year (total assets less liabilities)2010-12-31$400,737
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$404,140
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$14

Form 5500 Responses for ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN

2011: ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT MCKAY & ASSOCIATES 401 (K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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