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MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MCKINNEY & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:MCKINNEY & ASSOCIATES
Employer identification number (EIN):521866253
NAIC Classification:541800

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01GWEN MCKINNEY
0012016-01-01GWEN MCKINNEY
0012015-01-01GWEN MCKINNEY
0012014-01-01GWEN MCKINNEY
0012013-01-01GWEN MCKINNEY
0012012-01-01GWEN MCKINNEY
0012011-01-01GWEN MCKINNEY
0012010-01-01GWEN MCKINNEY
0012009-01-01GWEN MCKINNEY
0012007-01-01GWEN MCKINNEY
0012006-01-01GWEN MCKINNEY
0012005-01-01GWEN MCKINNEY
0012004-01-01GWEN MCKINNEY
0012003-01-01GWEN MCKINNEY
0012002-01-01GWEN MCKINNEY
0012000-01-01GWEN MCKINNEY
0011999-01-01GWEN MCKINNEY
0011999-01-01GWEN MCKINNEY

Financial Data on MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2017 : MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$96,223
Expenses. Total of all expenses incurred2017-12-31$891,708
Benefits paid (including direct rollovers)2017-12-31$887,616
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$795,485
Total contributions received or receivable from participants2017-12-31$2,629
Other income received2017-12-31$88,293
Net income (gross income less expenses)2017-12-31$-795,485
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$795,485
Total contributions received or receivable from employer(s)2017-12-31$5,301
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$102,556
Expenses. Total of all expenses incurred2016-12-31$21,498
Benefits paid (including direct rollovers)2016-12-31$17,320
Total plan assets at end of year2016-12-31$795,485
Total plan assets at beginning of year2016-12-31$714,427
Total contributions received or receivable from participants2016-12-31$13,146
Other income received2016-12-31$47,624
Net income (gross income less expenses)2016-12-31$81,058
Net plan assets at end of year (total assets less liabilities)2016-12-31$795,485
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$714,427
Total contributions received or receivable from employer(s)2016-12-31$41,786
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$50,450
Expenses. Total of all expenses incurred2015-12-31$32,935
Benefits paid (including direct rollovers)2015-12-31$28,843
Total plan assets at end of year2015-12-31$714,427
Total plan assets at beginning of year2015-12-31$696,912
Total contributions received or receivable from participants2015-12-31$31,615
Other income received2015-12-31$-14,369
Net income (gross income less expenses)2015-12-31$17,515
Net plan assets at end of year (total assets less liabilities)2015-12-31$714,427
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$696,912
Assets. Value of participant loans2015-12-31$205
Total contributions received or receivable from employer(s)2015-12-31$33,204
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$100,250
Expenses. Total of all expenses incurred2014-12-31$15,588
Benefits paid (including direct rollovers)2014-12-31$11,569
Total plan assets at end of year2014-12-31$696,912
Total plan assets at beginning of year2014-12-31$612,250
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$35,643
Other income received2014-12-31$22,366
Net income (gross income less expenses)2014-12-31$84,662
Net plan assets at end of year (total assets less liabilities)2014-12-31$696,912
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$612,250
Assets. Value of participant loans2014-12-31$5,605
Total contributions received or receivable from employer(s)2014-12-31$42,241
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,019
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$156,967
Expenses. Total of all expenses incurred2013-12-31$5,550
Benefits paid (including direct rollovers)2013-12-31$2,187
Total plan assets at end of year2013-12-31$612,250
Total plan assets at beginning of year2013-12-31$460,833
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$38,511
Other income received2013-12-31$76,462
Net income (gross income less expenses)2013-12-31$151,417
Net plan assets at end of year (total assets less liabilities)2013-12-31$612,250
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$460,833
Assets. Value of participant loans2013-12-31$509
Total contributions received or receivable from employer(s)2013-12-31$41,994
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$118,462
Expenses. Total of all expenses incurred2012-12-31$7,620
Benefits paid (including direct rollovers)2012-12-31$4,970
Total plan assets at end of year2012-12-31$460,833
Total plan assets at beginning of year2012-12-31$349,991
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$28,938
Other income received2012-12-31$48,807
Net income (gross income less expenses)2012-12-31$110,842
Net plan assets at end of year (total assets less liabilities)2012-12-31$460,833
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$349,991
Total contributions received or receivable from employer(s)2012-12-31$40,717
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$85,987
Expenses. Total of all expenses incurred2011-12-31$23,451
Benefits paid (including direct rollovers)2011-12-31$21,566
Total plan assets at end of year2011-12-31$349,991
Total plan assets at beginning of year2011-12-31$287,455
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$28,523
Contributions received from other sources (not participants or employers)2011-12-31$35,507
Other income received2011-12-31$-13,620
Net income (gross income less expenses)2011-12-31$62,536
Net plan assets at end of year (total assets less liabilities)2011-12-31$349,991
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$287,455
Total contributions received or receivable from employer(s)2011-12-31$35,577
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$103,436
Expenses. Total of all expenses incurred2010-12-31$9,129
Benefits paid (including direct rollovers)2010-12-31$8,094
Total plan assets at end of year2010-12-31$287,455
Total plan assets at beginning of year2010-12-31$193,148
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$29,378
Expenses. Other expenses not covered elsewhere2010-12-31$1,035
Other income received2010-12-31$19,372
Net income (gross income less expenses)2010-12-31$94,307
Net plan assets at end of year (total assets less liabilities)2010-12-31$287,455
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$193,148
Assets. Value of participant loans2010-12-31$6,728
Total contributions received or receivable from employer(s)2010-12-31$54,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

2017: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
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
2016: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes
2002: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement - TrustYes
2000: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
2000-01-01Plan funding arrangement – TrustYes
2000-01-01Plan benefit arrangement - TrustYes
1999: MCKINNEY & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01First time form 5500 has been submittedYes
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1999-01-01Plan funding arrangement – TrustYes
1999-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95862
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95862
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95862
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95862
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95862
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95862
Policy instance 1

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