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PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 401k Plan overview

Plan NamePROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC
Plan identification number 002

PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

JAMES J. MCCONNELL MD PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES J. MCCONNELL MD PC
Employer identification number (EIN):541188919
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-10-01JAMES J. MCCONNELL
0022022-10-01
0022022-10-01JAMES J. MCCONNELL
0022021-10-01
0022021-10-01JAMES J. MCCONNELL
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01JAMES J. MCCONNELL JAMES J. MCCONNELL2018-07-12
0022015-10-01JAMES J. MCCONNELL JAMES J. MCCONNELL2017-06-12
0022014-10-01JAMES J. MCCONNELL JAMES J. MCCONNELL2016-06-09
0022013-10-01JAMES J. MCCONNELL JAMES J. MCCONNELL2015-06-09
0022012-10-01JAMES J. MCCONNELL JAMES J. MCCONNELL2014-06-12
0022011-10-01JAMES J. MCCONNELL JAMES J. MCCONNELL2013-06-12

Financial Data on PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC

Measure Date Value
2023 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2023 401k financial data
Total income from all sources2023-09-30$2,743
Expenses. Total of all expenses incurred2023-09-30$39,978
Benefits paid (including direct rollovers)2023-09-30$39,978
Total plan assets at end of year2023-09-30$172,411
Total plan assets at beginning of year2023-09-30$209,646
Value of fidelity bond covering the plan2023-09-30$100,000
Other income received2023-09-30$2,743
Net income (gross income less expenses)2023-09-30$-37,235
Net plan assets at end of year (total assets less liabilities)2023-09-30$172,411
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$209,646
2022 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2022 401k financial data
Total income from all sources2022-09-30$824
Total plan assets at end of year2022-09-30$209,646
Total plan assets at beginning of year2022-09-30$208,822
Value of fidelity bond covering the plan2022-09-30$100,000
Other income received2022-09-30$824
Net income (gross income less expenses)2022-09-30$824
Net plan assets at end of year (total assets less liabilities)2022-09-30$209,646
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$208,822
2021 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2021 401k financial data
Total income from all sources2021-09-30$3,837
Total plan assets at end of year2021-09-30$208,822
Total plan assets at beginning of year2021-09-30$204,985
Value of fidelity bond covering the plan2021-09-30$100,000
Other income received2021-09-30$3,837
Net income (gross income less expenses)2021-09-30$3,837
Net plan assets at end of year (total assets less liabilities)2021-09-30$208,822
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$204,985
2020 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2020 401k financial data
Total income from all sources2020-09-30$1,898
Total plan assets at end of year2020-09-30$204,985
Total plan assets at beginning of year2020-09-30$203,087
Value of fidelity bond covering the plan2020-09-30$100,000
Other income received2020-09-30$1,898
Net income (gross income less expenses)2020-09-30$1,898
Net plan assets at end of year (total assets less liabilities)2020-09-30$204,985
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$203,087
2019 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2019 401k financial data
Total income from all sources2019-09-30$-613
Expenses. Total of all expenses incurred2019-09-30$101,529
Benefits paid (including direct rollovers)2019-09-30$101,529
Total plan assets at end of year2019-09-30$203,087
Total plan assets at beginning of year2019-09-30$305,229
Value of fidelity bond covering the plan2019-09-30$100,000
Other income received2019-09-30$-613
Net income (gross income less expenses)2019-09-30$-102,142
Net plan assets at end of year (total assets less liabilities)2019-09-30$203,087
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$305,229
2017 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2017 401k financial data
Total income from all sources2017-09-30$36,301
Expenses. Total of all expenses incurred2017-09-30$231,448
Benefits paid (including direct rollovers)2017-09-30$231,448
Total plan assets at end of year2017-09-30$452,942
Total plan assets at beginning of year2017-09-30$648,089
Value of fidelity bond covering the plan2017-09-30$100,000
Other income received2017-09-30$36,301
Net income (gross income less expenses)2017-09-30$-195,147
Net plan assets at end of year (total assets less liabilities)2017-09-30$452,942
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$648,089
2016 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2016 401k financial data
Total income from all sources2016-09-30$-51,118
Expenses. Total of all expenses incurred2016-09-30$244,304
Benefits paid (including direct rollovers)2016-09-30$244,304
Total plan assets at end of year2016-09-30$648,089
Total plan assets at beginning of year2016-09-30$943,511
Value of fidelity bond covering the plan2016-09-30$100,000
Other income received2016-09-30$-51,118
Net income (gross income less expenses)2016-09-30$-295,422
Net plan assets at end of year (total assets less liabilities)2016-09-30$648,089
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$943,511
2015 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2015 401k financial data
Total income from all sources2015-09-30$-17,678
Expenses. Total of all expenses incurred2015-09-30$284,094
Benefits paid (including direct rollovers)2015-09-30$284,094
Total plan assets at end of year2015-09-30$943,511
Total plan assets at beginning of year2015-09-30$1,245,283
Value of fidelity bond covering the plan2015-09-30$150,000
Other income received2015-09-30$-17,678
Net income (gross income less expenses)2015-09-30$-301,772
Net plan assets at end of year (total assets less liabilities)2015-09-30$943,511
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,245,283
2014 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2014 401k financial data
Total income from all sources2014-09-30$203,661
Expenses. Total of all expenses incurred2014-09-30$242,000
Benefits paid (including direct rollovers)2014-09-30$242,000
Total plan assets at end of year2014-09-30$1,245,283
Total plan assets at beginning of year2014-09-30$1,283,622
Value of fidelity bond covering the plan2014-09-30$150,000
Other income received2014-09-30$203,661
Net income (gross income less expenses)2014-09-30$-38,339
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,245,283
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,283,622
2013 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2013 401k financial data
Total income from all sources2013-09-30$110,008
Expenses. Total of all expenses incurred2013-09-30$77,000
Benefits paid (including direct rollovers)2013-09-30$77,000
Total plan assets at end of year2013-09-30$1,283,622
Total plan assets at beginning of year2013-09-30$1,250,614
Value of fidelity bond covering the plan2013-09-30$150,000
Other income received2013-09-30$110,008
Net income (gross income less expenses)2013-09-30$33,008
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,283,622
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,250,614
2012 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2012 401k financial data
Total income from all sources2012-09-30$102,716
Expenses. Total of all expenses incurred2012-09-30$68,000
Benefits paid (including direct rollovers)2012-09-30$68,000
Total plan assets at end of year2012-09-30$1,250,614
Total plan assets at beginning of year2012-09-30$1,215,898
Value of fidelity bond covering the plan2012-09-30$150,000
Other income received2012-09-30$102,716
Net income (gross income less expenses)2012-09-30$34,716
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,250,614
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,215,898
2011 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2011 401k financial data
Total income from all sources2011-09-30$-5,153
Expenses. Total of all expenses incurred2011-09-30$65,000
Benefits paid (including direct rollovers)2011-09-30$65,000
Total plan assets at end of year2011-09-30$1,215,898
Total plan assets at beginning of year2011-09-30$1,286,051
Value of fidelity bond covering the plan2011-09-30$150,000
Other income received2011-09-30$-5,153
Net income (gross income less expenses)2011-09-30$-70,153
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,215,898
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,286,051

Form 5500 Responses for PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC

2022: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes

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