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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
0022021-10-01
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

Plan Statistics for PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC

401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC

Measure Date Value
2021: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2021 401k membership
Total participants, beginning-of-year2021-10-014
Total number of active participants reported on line 7a of the Form 55002021-10-014
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-014
Number of participants with account balances2021-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-014
2020: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2020 401k membership
Total participants, beginning-of-year2020-10-014
Total number of active participants reported on line 7a of the Form 55002020-10-014
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-014
Number of participants with account balances2020-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-014
2019: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2019 401k membership
Total participants, beginning-of-year2019-10-014
Total number of active participants reported on line 7a of the Form 55002019-10-014
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-014
Number of participants with account balances2019-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2018 401k membership
Total participants, beginning-of-year2018-10-014
Total number of active participants reported on line 7a of the Form 55002018-10-014
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-014
Number of participants with account balances2018-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2017 401k membership
Total participants, beginning-of-year2017-10-014
Total number of active participants reported on line 7a of the Form 55002017-10-014
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-014
Number of participants with account balances2017-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2016 401k membership
Total participants, beginning-of-year2016-10-014
Total number of active participants reported on line 7a of the Form 55002016-10-014
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-014
Number of participants with account balances2016-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2015 401k membership
Total participants, beginning-of-year2015-10-015
Total number of active participants reported on line 7a of the Form 55002015-10-014
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-014
Number of participants with account balances2015-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2014 401k membership
Total participants, beginning-of-year2014-10-015
Total number of active participants reported on line 7a of the Form 55002014-10-014
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-011
Total of all active and inactive participants2014-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-015
Number of participants with account balances2014-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2013 401k membership
Total participants, beginning-of-year2013-10-015
Total number of active participants reported on line 7a of the Form 55002013-10-014
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-011
Total of all active and inactive participants2013-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-015
Number of participants with account balances2013-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2012 401k membership
Total participants, beginning-of-year2012-10-015
Total number of active participants reported on line 7a of the Form 55002012-10-015
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-015
Number of participants with account balances2012-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2011 401k membership
Total participants, beginning-of-year2011-10-015
Total number of active participants reported on line 7a of the Form 55002011-10-015
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-015
Number of participants with account balances2011-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010

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

Measure Date Value
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

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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