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MCCLURE ENGINEERING CO. RETIREMENT PLAN 401k Plan overview

Plan NameMCCLURE ENGINEERING CO. RETIREMENT PLAN
Plan identification number 001

MCCLURE ENGINEERING CO. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MCCLURE ENGINEERING CO. has sponsored the creation of one or more 401k plans.

Company Name:MCCLURE ENGINEERING CO.
Employer identification number (EIN):420982931
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCLURE ENGINEERING CO. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ANN CAHOY
0012023-01-01
0012023-01-01JENNIFER MONKS
0012022-01-01
0012022-01-01JENNIFER MONKS
0012021-01-01
0012021-01-01JENNIFER MONKS
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01NOELLE SIMMONS NOELLE SIMMONS2018-10-15
0012017-01-01NOELLE SIMMONS
0012016-01-01DAN DUVE2017-07-28 DAN DUVE2017-07-28
0012015-01-01
0012014-01-01TERRY LUTZ2015-08-05
0012013-01-01TERRY LUTZ2014-09-04
0012012-01-01TERRY LUTZ2013-06-17
0012011-01-01TERRY LUTZ2012-07-25
0012010-01-01TERRY LUTZ2011-07-22

Financial Data on MCCLURE ENGINEERING CO. RETIREMENT PLAN

Measure Date Value
2023 : MCCLURE ENGINEERING CO. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,136,206
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,389,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,305,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,677,210
Value of total assets at end of year2023-12-31$25,367,697
Value of total assets at beginning of year2023-12-31$19,621,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$84,848
Total interest from all sources2023-12-31$16,871
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$35,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$35,733
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,104,893
Participant contributions at end of year2023-12-31$154,698
Participant contributions at beginning of year2023-12-31$157,337
Participant contributions at end of year2023-12-31$84,354
Participant contributions at beginning of year2023-12-31$66,638
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$890,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,746,228
Value of net assets at end of year (total assets less liabilities)2023-12-31$25,367,697
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,621,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,572,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,188,933
Value of interest in pooled separate accounts at end of year2023-12-31$3,869,449
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,784,603
Interest on participant loans2023-12-31$12,315
Interest earned on other investments2023-12-31$4,556
Value of interest in common/collective trusts at end of year2023-12-31$18,743,255
Value of interest in common/collective trusts at beginning of year2023-12-31$14,542,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$261,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$279,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$122,618
Net investment gain/loss from pooled separate accounts2023-12-31$553,120
Net investment gain or loss from common/collective trusts2023-12-31$2,730,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$681,656
Employer contributions (assets) at end of year2023-12-31$681,656
Employer contributions (assets) at beginning of year2023-12-31$602,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,305,130
Contract administrator fees2023-12-31$84,848
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MHCS P.C.
Accountancy firm EIN2023-12-31421104473
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$7,136,206
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,389,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,305,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,677,210
Value of total assets at end of year2023-01-01$25,367,697
Value of total assets at beginning of year2023-01-01$19,621,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$84,848
Total interest from all sources2023-01-01$16,871
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$35,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$35,733
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,104,893
Participant contributions at end of year2023-01-01$154,698
Participant contributions at beginning of year2023-01-01$157,337
Participant contributions at end of year2023-01-01$84,354
Participant contributions at beginning of year2023-01-01$66,638
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$890,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$5,746,228
Value of net assets at end of year (total assets less liabilities)2023-01-01$25,367,697
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$19,621,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$1,572,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,188,933
Value of interest in pooled separate accounts at end of year2023-01-01$3,869,449
Value of interest in pooled separate accounts at beginning of year2023-01-01$2,784,603
Interest on participant loans2023-01-01$12,315
Interest earned on other investments2023-01-01$4,556
Value of interest in common/collective trusts at end of year2023-01-01$18,743,255
Value of interest in common/collective trusts at beginning of year2023-01-01$14,542,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$261,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$279,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$122,618
Net investment gain/loss from pooled separate accounts2023-01-01$553,120
Net investment gain or loss from common/collective trusts2023-01-01$2,730,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$681,656
Employer contributions (assets) at end of year2023-01-01$681,656
Employer contributions (assets) at beginning of year2023-01-01$602,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,305,130
Contract administrator fees2023-01-01$84,848
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MHCS P.C.
Accountancy firm EIN2023-01-01421104473
2022 : MCCLURE ENGINEERING CO. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-279,074
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,091,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,017,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,277,150
Value of total assets at end of year2022-12-31$19,621,469
Value of total assets at beginning of year2022-12-31$20,991,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,581
Total interest from all sources2022-12-31$10,878
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$34,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$34,122
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,768,225
Participant contributions at end of year2022-12-31$157,337
Participant contributions at beginning of year2022-12-31$121,389
Participant contributions at end of year2022-12-31$66,638
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$906,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,370,243
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,621,469
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,991,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,188,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,472,308
Value of interest in pooled separate accounts at end of year2022-12-31$2,784,603
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,219,143
Interest on participant loans2022-12-31$6,073
Interest earned on other investments2022-12-31$4,805
Value of interest in common/collective trusts at end of year2022-12-31$14,542,696
Value of interest in common/collective trusts at beginning of year2022-12-31$15,405,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$279,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$257,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-286,659
Net investment gain/loss from pooled separate accounts2022-12-31$-587,919
Net investment gain or loss from common/collective trusts2022-12-31$-2,726,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$602,230
Employer contributions (assets) at end of year2022-12-31$602,230
Employer contributions (assets) at beginning of year2022-12-31$515,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,017,588
Contract administrator fees2022-12-31$73,581
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MHCS P.C.
Accountancy firm EIN2022-12-31421104473
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-279,074
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,091,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,017,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,277,150
Value of total assets at end of year2022-01-01$19,621,469
Value of total assets at beginning of year2022-01-01$20,991,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$73,581
Total interest from all sources2022-01-01$10,878
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$34,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$34,122
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,768,225
Participant contributions at end of year2022-01-01$157,337
Participant contributions at beginning of year2022-01-01$121,389
Participant contributions at end of year2022-01-01$66,638
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$906,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,370,243
Value of net assets at end of year (total assets less liabilities)2022-01-01$19,621,469
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$20,991,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,188,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$1,472,308
Value of interest in pooled separate accounts at end of year2022-01-01$2,784,603
Value of interest in pooled separate accounts at beginning of year2022-01-01$3,219,143
Interest on participant loans2022-01-01$6,073
Interest earned on other investments2022-01-01$4,805
Value of interest in common/collective trusts at end of year2022-01-01$14,542,696
Value of interest in common/collective trusts at beginning of year2022-01-01$15,405,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$279,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$257,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-286,659
Net investment gain/loss from pooled separate accounts2022-01-01$-587,919
Net investment gain or loss from common/collective trusts2022-01-01$-2,726,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$602,230
Employer contributions (assets) at end of year2022-01-01$602,230
Employer contributions (assets) at beginning of year2022-01-01$515,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,017,588
Contract administrator fees2022-01-01$73,581
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MHCS P.C.
Accountancy firm EIN2022-01-01421104473
2021 : MCCLURE ENGINEERING CO. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,229,038
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,324,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,237,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,413,851
Value of total assets at end of year2021-12-31$20,991,712
Value of total assets at beginning of year2021-12-31$18,087,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,692
Total interest from all sources2021-12-31$12,674
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$36,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$36,988
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,494,154
Participant contributions at end of year2021-12-31$121,389
Participant contributions at beginning of year2021-12-31$167,941
Participant contributions at beginning of year2021-12-31$45,602
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$404,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,904,450
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,991,712
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,087,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,472,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,303,813
Value of interest in pooled separate accounts at end of year2021-12-31$3,219,143
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,805,401
Interest on participant loans2021-12-31$8,874
Interest earned on other investments2021-12-31$3,800
Value of interest in common/collective trusts at end of year2021-12-31$15,405,725
Value of interest in common/collective trusts at beginning of year2021-12-31$13,243,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$257,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$218,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$90,744
Net investment gain/loss from pooled separate accounts2021-12-31$567,188
Net investment gain or loss from common/collective trusts2021-12-31$2,107,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$515,568
Employer contributions (assets) at end of year2021-12-31$515,568
Employer contributions (assets) at beginning of year2021-12-31$302,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,237,896
Contract administrator fees2021-12-31$86,692
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : MCCLURE ENGINEERING CO. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,562,352
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,265,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,191,562
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,256,615
Value of total assets at end of year2020-12-31$18,087,262
Value of total assets at beginning of year2020-12-31$15,790,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,733
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$14,810
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$20,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$20,175
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,497,991
Participant contributions at end of year2020-12-31$167,941
Participant contributions at beginning of year2020-12-31$210,133
Participant contributions at end of year2020-12-31$45,602
Participant contributions at beginning of year2020-12-31$3,950
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$191,666
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$293
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$5,293
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,297,057
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,087,262
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,790,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,303,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,069,086
Value of interest in pooled separate accounts at end of year2020-12-31$2,805,401
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,933,376
Interest on participant loans2020-12-31$12,451
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$2,359
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$13,243,532
Value of interest in common/collective trusts at beginning of year2020-12-31$11,943,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$218,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$65,600
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$101,755
Net investment gain/loss from pooled separate accounts2020-12-31$362,339
Net investment gain or loss from common/collective trusts2020-12-31$1,801,365
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$566,958
Employer contributions (assets) at end of year2020-12-31$302,867
Employer contributions (assets) at beginning of year2020-12-31$564,404
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,191,269
Contract administrator fees2020-12-31$73,733
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : MCCLURE ENGINEERING CO. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,493,155
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,073,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$997,293
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,849,107
Value of total assets at end of year2019-12-31$15,790,205
Value of total assets at beginning of year2019-12-31$11,370,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,342
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$14,138
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,637
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,594,626
Participant contributions at end of year2019-12-31$210,133
Participant contributions at beginning of year2019-12-31$141,547
Participant contributions at end of year2019-12-31$3,950
Participant contributions at beginning of year2019-12-31$14,402
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$690,079
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$3,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,419,520
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,790,205
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,370,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,069,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$906,479
Value of interest in pooled separate accounts at end of year2019-12-31$1,933,376
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,247,644
Interest on participant loans2019-12-31$13,260
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$878
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$11,943,656
Value of interest in common/collective trusts at beginning of year2019-12-31$8,638,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$65,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$36,431
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$179,673
Net investment gain/loss from pooled separate accounts2019-12-31$393,910
Net investment gain or loss from common/collective trusts2019-12-31$2,038,690
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$564,402
Employer contributions (assets) at end of year2019-12-31$564,404
Employer contributions (assets) at beginning of year2019-12-31$386,086
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$994,241
Contract administrator fees2019-12-31$76,342
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : MCCLURE ENGINEERING CO. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$140,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,238,522
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,886,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,828,213
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,358,794
Value of total assets at end of year2018-12-31$11,370,685
Value of total assets at beginning of year2018-12-31$5,877,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,022
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$7,681
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,710
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,197,769
Participant contributions at end of year2018-12-31$141,547
Participant contributions at beginning of year2018-12-31$47,006
Participant contributions at end of year2018-12-31$14,402
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,774,939
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$5,352,287
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,370,685
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,877,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$906,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$348,745
Value of interest in pooled separate accounts at end of year2018-12-31$1,247,644
Value of interest in pooled separate accounts at beginning of year2018-12-31$743,859
Interest on participant loans2018-12-31$7,355
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$326
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$8,638,096
Value of interest in common/collective trusts at beginning of year2018-12-31$4,492,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$36,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,109
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-82,857
Net investment gain/loss from pooled separate accounts2018-12-31$-87,537
Net investment gain or loss from common/collective trusts2018-12-31$-973,269
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$386,086
Employer contributions (assets) at end of year2018-12-31$386,086
Employer contributions (assets) at beginning of year2018-12-31$239,104
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,828,213
Contract administrator fees2018-12-31$58,022
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : MCCLURE ENGINEERING CO. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,670,438
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$182,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$148,146
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$873,827
Value of total assets at end of year2017-12-31$5,877,798
Value of total assets at beginning of year2017-12-31$4,390,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,825
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$2,951
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,662
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$621,457
Participant contributions at end of year2017-12-31$47,006
Participant contributions at beginning of year2017-12-31$38,753
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,266
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,487,467
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,877,798
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,390,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$348,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$280,849
Value of interest in pooled separate accounts at end of year2017-12-31$743,859
Value of interest in pooled separate accounts at beginning of year2017-12-31$483,429
Interest on participant loans2017-12-31$2,856
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$95
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$4,492,975
Value of interest in common/collective trusts at beginning of year2017-12-31$3,429,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,629
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$31,789
Net investment gain/loss from pooled separate accounts2017-12-31$115,328
Net investment gain or loss from common/collective trusts2017-12-31$636,881
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$239,104
Employer contributions (assets) at end of year2017-12-31$239,104
Employer contributions (assets) at beginning of year2017-12-31$153,703
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$148,146
Contract administrator fees2017-12-31$34,825
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325

Form 5500 Responses for MCCLURE ENGINEERING CO. RETIREMENT PLAN

2023: MCCLURE ENGINEERING CO. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MCCLURE ENGINEERING CO. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCCLURE ENGINEERING CO. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCCLURE ENGINEERING CO. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCCLURE ENGINEERING CO. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCCLURE ENGINEERING CO. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCCLURE ENGINEERING CO. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528862
Policy instance 2
Insurance contract or identification number528862
Number of Individuals Covered333
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered333
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528862
Policy instance 2
Insurance contract or identification number528862
Number of Individuals Covered294
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered294
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528862
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528862
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528862
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528862
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528862
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number528862
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

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