THE MCDONALD GROUP, INC. has sponsored the creation of one or more 401k plans.
Additional information about THE MCDONALD GROUP, INC.
Submission information for form 5500 for 401k plan THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
401k plan membership statisitcs for THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 2 |
| Total of all active and inactive participants | 2022-10-01 | 2 |
| Total participants | 2022-10-01 | 2 |
| Number of participants with account balances | 2022-10-01 | 2 |
| 2021: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 2 |
| Total of all active and inactive participants | 2021-10-01 | 2 |
| Total participants | 2021-10-01 | 2 |
| Number of participants with account balances | 2021-10-01 | 2 |
| 2020: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 2 |
| Total of all active and inactive participants | 2020-10-01 | 2 |
| Total participants | 2020-10-01 | 2 |
| Number of participants with account balances | 2020-10-01 | 2 |
| 2019: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 2 |
| Total of all active and inactive participants | 2019-10-01 | 2 |
| Total participants | 2019-10-01 | 2 |
| Number of participants with account balances | 2019-10-01 | 2 |
| 2018: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 2 |
| Total of all active and inactive participants | 2018-10-01 | 2 |
| Total participants | 2018-10-01 | 2 |
| Number of participants with account balances | 2018-10-01 | 2 |
| 2017: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 2 |
| Total of all active and inactive participants | 2017-10-01 | 2 |
| Total participants | 2017-10-01 | 2 |
| Number of participants with account balances | 2017-10-01 | 2 |
| 2016: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 2 |
| Total of all active and inactive participants | 2016-10-01 | 2 |
| Total participants | 2016-10-01 | 2 |
| Number of participants with account balances | 2016-10-01 | 2 |
| 2015: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 2 |
| Total of all active and inactive participants | 2015-10-01 | 2 |
| Total participants | 2015-10-01 | 2 |
| Number of participants with account balances | 2015-10-01 | 2 |
| 2014: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 2 |
| Total of all active and inactive participants | 2014-10-01 | 2 |
| Total participants | 2014-10-01 | 2 |
| Number of participants with account balances | 2014-10-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-09-30 | $-17,485 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $10,827 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $10,750 |
| Total plan assets at end of year | 2023-09-30 | $159,548 |
| Total plan assets at beginning of year | 2023-09-30 | $187,860 |
| Expenses. Other expenses not covered elsewhere | 2023-09-30 | $77 |
| Other income received | 2023-09-30 | $-19,922 |
| Net income (gross income less expenses) | 2023-09-30 | $-28,312 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $159,548 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $187,860 |
| Assets. Value of employer securities | 2023-09-30 | $40,000 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $2,437 |
| 2022 : THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $2,496 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $11,475 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $11,439 |
| Total plan assets at end of year | 2022-09-30 | $187,860 |
| Total plan assets at beginning of year | 2022-09-30 | $196,839 |
| Expenses. Other expenses not covered elsewhere | 2022-09-30 | $36 |
| Other income received | 2022-09-30 | $59 |
| Net income (gross income less expenses) | 2022-09-30 | $-8,979 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $187,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $196,839 |
| Assets. Value of employer securities | 2022-09-30 | $60,000 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $2,437 |
| 2021 : THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $186,781 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $36 |
| Total plan assets at end of year | 2021-09-30 | $381,915 |
| Total plan assets at beginning of year | 2021-09-30 | $195,170 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $36 |
| Other income received | 2021-09-30 | $185,156 |
| Net income (gross income less expenses) | 2021-09-30 | $186,745 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $381,915 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $195,170 |
| Assets. Value of employer securities | 2021-09-30 | $245,076 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $1,625 |
| 2020 : THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $-4,774 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $8,005 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $8,005 |
| Total plan assets at end of year | 2020-09-30 | $195,170 |
| Total plan assets at beginning of year | 2020-09-30 | $207,949 |
| Other income received | 2020-09-30 | $-4,774 |
| Net income (gross income less expenses) | 2020-09-30 | $-12,779 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $195,170 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $207,949 |
| Assets. Value of employer securities | 2020-09-30 | $60,000 |
| 2019 : THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $-6,764 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $23,729 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $23,729 |
| Total plan assets at end of year | 2019-09-30 | $207,949 |
| Total plan assets at beginning of year | 2019-09-30 | $238,442 |
| Other income received | 2019-09-30 | $-7,264 |
| Net income (gross income less expenses) | 2019-09-30 | $-30,493 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $207,949 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $238,442 |
| Assets. Value of employer securities | 2019-09-30 | $65,000 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $500 |
| 2017 : THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $-1,739 |
| Total plan assets at end of year | 2017-09-30 | $236,978 |
| Total plan assets at beginning of year | 2017-09-30 | $238,717 |
| Other income received | 2017-09-30 | $-2,239 |
| Net income (gross income less expenses) | 2017-09-30 | $-1,739 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $236,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $238,717 |
| Assets. Value of employer securities | 2017-09-30 | $60,000 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $500 |
| 2016 : THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $14,258 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $12,198 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $12,198 |
| Total plan assets at end of year | 2016-09-30 | $238,717 |
| Total plan assets at beginning of year | 2016-09-30 | $236,657 |
| Other income received | 2016-09-30 | $13,758 |
| Net income (gross income less expenses) | 2016-09-30 | $2,060 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $238,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $236,657 |
| Assets. Value of employer securities | 2016-09-30 | $175,717 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $500 |
| 2015 : THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $-19,712 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $12,198 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $12,198 |
| Total plan assets at end of year | 2015-09-30 | $236,657 |
| Total plan assets at beginning of year | 2015-09-30 | $268,567 |
| Other income received | 2015-09-30 | $-19,712 |
| Net income (gross income less expenses) | 2015-09-30 | $-31,910 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $236,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $268,567 |
| Assets. Value of employer securities | 2015-09-30 | $50,000 |
| 2022: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Plan funding arrangement – Trust | Yes |
| 2022-10-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Submission has been amended | Yes |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE MCDONALD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
