Logo

ROBERT J MCGEE PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J MCGEE PROFIT SHARING PLAN
Plan identification number 001

ROBERT J MCGEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 J MC GEE P C has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J MC GEE P C
Employer identification number (EIN):421238651
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J MCGEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ROBERT J MCGEE
0012023-01-01
0012023-01-01ROBERT J MCGEE
0012022-01-01
0012022-01-01ROBERT J MCGEE
0012021-01-01
0012021-01-01ROBERT J MCGEE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT J MCGEE ROBERT J MCGEE2018-06-19
0012016-01-01ROBERT J MCGEE ROBERT J MCGEE2017-07-06
0012015-01-01ROBERT J MCGEE ROBERT J MCGEE2016-07-18
0012014-01-01ROBERT J MCGEE ROBERT J MCGEE2015-09-03
0012013-01-01ROBERT J MCGEE ROBERT J MCGEE2014-07-21
0012012-01-01ROBERT J MCGEE ROBERT J MCGEE2013-07-18
0012011-01-01ROBERT J MCGEE ROBERT J MCGEE2012-07-24
0012010-01-01ROBERT J MCGEE ROBERT J MCGEE2011-06-29
0012009-01-01ROBERT J MCGEE ROBERT J MCGEE2010-07-19

Financial Data on ROBERT J MCGEE PROFIT SHARING PLAN

Measure Date Value
2023 : ROBERT J MCGEE PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$209,338
Expenses. Total of all expenses incurred2023-12-31$13
Total plan assets at end of year2023-12-31$2,208,557
Total plan assets at beginning of year2023-12-31$1,999,232
Value of fidelity bond covering the plan2023-12-31$200,000
Other income received2023-12-31$209,338
Net income (gross income less expenses)2023-12-31$209,325
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,208,557
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,999,232
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$13
2022 : ROBERT J MCGEE PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-48,991
Expenses. Total of all expenses incurred2022-12-31$13
Total plan assets at end of year2022-12-31$1,999,232
Total plan assets at beginning of year2022-12-31$2,048,236
Value of fidelity bond covering the plan2022-12-31$200,000
Other income received2022-12-31$-92,866
Net income (gross income less expenses)2022-12-31$-49,004
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,999,232
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,048,236
Total contributions received or receivable from employer(s)2022-12-31$43,875
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$13
2021 : ROBERT J MCGEE PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$162,962
Expenses. Total of all expenses incurred2021-12-31$15
Total plan assets at end of year2021-12-31$2,048,236
Total plan assets at beginning of year2021-12-31$1,885,289
Value of fidelity bond covering the plan2021-12-31$200,000
Other income received2021-12-31$156,682
Net income (gross income less expenses)2021-12-31$162,947
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,048,236
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,885,289
Total contributions received or receivable from employer(s)2021-12-31$6,280
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15
2020 : ROBERT J MCGEE PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$89,670
Expenses. Total of all expenses incurred2020-12-31$114
Total plan assets at end of year2020-12-31$1,885,289
Total plan assets at beginning of year2020-12-31$1,795,733
Value of fidelity bond covering the plan2020-12-31$200,000
Other income received2020-12-31$53,765
Net income (gross income less expenses)2020-12-31$89,556
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,885,289
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,795,733
Total contributions received or receivable from employer(s)2020-12-31$35,905
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$114
2019 : ROBERT J MCGEE PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$190,185
Expenses. Total of all expenses incurred2019-12-31$20
Total plan assets at end of year2019-12-31$1,795,733
Total plan assets at beginning of year2019-12-31$1,605,568
Value of fidelity bond covering the plan2019-12-31$200,000
Other income received2019-12-31$134,487
Net income (gross income less expenses)2019-12-31$190,165
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,795,733
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,605,568
Total contributions received or receivable from employer(s)2019-12-31$55,698
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$20
2018 : ROBERT J MCGEE PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$33,544
Expenses. Total of all expenses incurred2018-12-31$4
Total plan assets at end of year2018-12-31$1,605,568
Total plan assets at beginning of year2018-12-31$1,572,028
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-10,816
Net income (gross income less expenses)2018-12-31$33,540
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,605,568
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,572,028
Total contributions received or receivable from employer(s)2018-12-31$44,360
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4
2017 : ROBERT J MCGEE PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$174,093
Expenses. Total of all expenses incurred2017-12-31$9
Total plan assets at end of year2017-12-31$1,572,028
Total plan assets at beginning of year2017-12-31$1,397,944
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$120,459
Net income (gross income less expenses)2017-12-31$174,084
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,572,028
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,397,944
Total contributions received or receivable from employer(s)2017-12-31$53,634
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9
2016 : ROBERT J MCGEE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$150,142
Total plan assets at end of year2016-12-31$1,397,944
Total plan assets at beginning of year2016-12-31$1,247,802
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$90,374
Net income (gross income less expenses)2016-12-31$150,142
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,397,944
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,247,802
Total contributions received or receivable from employer(s)2016-12-31$59,768
2015 : ROBERT J MCGEE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$27,226
Total plan assets at end of year2015-12-31$1,247,802
Total plan assets at beginning of year2015-12-31$1,220,576
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-32,385
Net income (gross income less expenses)2015-12-31$27,226
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,247,802
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,220,576
Total contributions received or receivable from employer(s)2015-12-31$59,611
2014 : ROBERT J MCGEE PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-365,000
Total income from all sources2014-12-31$113,957
Expenses. Total of all expenses incurred2014-12-31$10
Total plan assets at end of year2014-12-31$1,220,576
Total plan assets at beginning of year2014-12-31$1,471,629
Value of fidelity bond covering the plan2014-12-31$100,000
Expenses. Other expenses not covered elsewhere2014-12-31$10
Other income received2014-12-31$61,641
Net income (gross income less expenses)2014-12-31$113,947
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,220,576
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,471,629
Total contributions received or receivable from employer(s)2014-12-31$52,316
2013 : ROBERT J MCGEE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$182,641
Expenses. Total of all expenses incurred2013-12-31$14
Total plan assets at end of year2013-12-31$1,471,629
Total plan assets at beginning of year2013-12-31$1,289,002
Expenses. Other expenses not covered elsewhere2013-12-31$14
Other income received2013-12-31$141,098
Net income (gross income less expenses)2013-12-31$182,627
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,471,629
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,289,002
Total contributions received or receivable from employer(s)2013-12-31$41,543
2012 : ROBERT J MCGEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$67,066
Total plan assets at end of year2012-12-31$1,289,002
Total plan assets at beginning of year2012-12-31$1,221,936
Other income received2012-12-31$13,591
Net income (gross income less expenses)2012-12-31$67,066
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,289,002
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,221,936
Total contributions received or receivable from employer(s)2012-12-31$53,475
2011 : ROBERT J MCGEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$67,707
Total plan assets at end of year2011-12-31$1,221,936
Total plan assets at beginning of year2011-12-31$1,154,229
Other income received2011-12-31$31,479
Net income (gross income less expenses)2011-12-31$67,707
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,221,936
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,154,229
Total contributions received or receivable from employer(s)2011-12-31$36,228
2010 : ROBERT J MCGEE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$-62,538
Total plan assets at end of year2010-12-31$1,154,229
Total plan assets at beginning of year2010-12-31$1,216,767
Other income received2010-12-31$-115,187
Net income (gross income less expenses)2010-12-31$-62,538
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,154,229
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,216,767
Total contributions received or receivable from employer(s)2010-12-31$52,649

Form 5500 Responses for ROBERT J MCGEE PROFIT SHARING PLAN

2023: ROBERT J MCGEE PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT J MCGEE PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT J MCGEE PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT J MCGEE PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT J MCGEE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT J MCGEE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT J MCGEE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT J MCGEE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT J MCGEE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT J MCGEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT J MCGEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT J MCGEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT J MCGEE 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
2010: ROBERT J MCGEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J MCGEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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