JAMES J. MCCONNELL MD PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2021: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2021 401k membership |
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Total participants, beginning-of-year | 2021-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
Total of all active and inactive participants | 2021-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 4 |
Number of participants with account balances | 2021-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 4 |
2020: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
Total of all active and inactive participants | 2020-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 4 |
Number of participants with account balances | 2020-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 4 |
2019: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 0 |
Total of all active and inactive participants | 2019-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 4 |
Number of participants with account balances | 2019-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
2018: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
Total of all active and inactive participants | 2018-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 4 |
Number of participants with account balances | 2018-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
2017: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
Total of all active and inactive participants | 2017-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 4 |
Number of participants with account balances | 2017-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
2016: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
Total of all active and inactive participants | 2016-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 4 |
Number of participants with account balances | 2016-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
Total of all active and inactive participants | 2015-10-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 4 |
Number of participants with account balances | 2015-10-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 1 |
Total of all active and inactive participants | 2014-10-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 5 |
Number of participants with account balances | 2014-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 1 |
Total of all active and inactive participants | 2013-10-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 5 |
Number of participants with account balances | 2013-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
Total of all active and inactive participants | 2012-10-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 5 |
Number of participants with account balances | 2012-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 5 |
Number of participants with account balances | 2011-10-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
Measure | Date | Value |
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2022 : PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2022 401k financial data |
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Total income from all sources | 2022-09-30 | $824 |
Total plan assets at end of year | 2022-09-30 | $209,646 |
Total plan assets at beginning of year | 2022-09-30 | $208,822 |
Value of fidelity bond covering the plan | 2022-09-30 | $100,000 |
Other income received | 2022-09-30 | $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 |
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Total income from all sources | 2021-09-30 | $3,837 |
Total plan assets at end of year | 2021-09-30 | $208,822 |
Total plan assets at beginning of year | 2021-09-30 | $204,985 |
Value of fidelity bond covering the plan | 2021-09-30 | $100,000 |
Other income received | 2021-09-30 | $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 |
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Total income from all sources | 2020-09-30 | $1,898 |
Total plan assets at end of year | 2020-09-30 | $204,985 |
Total plan assets at beginning of year | 2020-09-30 | $203,087 |
Value of fidelity bond covering the plan | 2020-09-30 | $100,000 |
Other income received | 2020-09-30 | $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 |
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Total income from all sources | 2019-09-30 | $-613 |
Expenses. Total of all expenses incurred | 2019-09-30 | $101,529 |
Benefits paid (including direct rollovers) | 2019-09-30 | $101,529 |
Total plan assets at end of year | 2019-09-30 | $203,087 |
Total plan assets at beginning of year | 2019-09-30 | $305,229 |
Value of fidelity bond covering the plan | 2019-09-30 | $100,000 |
Other income received | 2019-09-30 | $-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 |
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Total income from all sources | 2017-09-30 | $36,301 |
Expenses. Total of all expenses incurred | 2017-09-30 | $231,448 |
Benefits paid (including direct rollovers) | 2017-09-30 | $231,448 |
Total plan assets at end of year | 2017-09-30 | $452,942 |
Total plan assets at beginning of year | 2017-09-30 | $648,089 |
Value of fidelity bond covering the plan | 2017-09-30 | $100,000 |
Other income received | 2017-09-30 | $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 |
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Total income from all sources | 2016-09-30 | $-51,118 |
Expenses. Total of all expenses incurred | 2016-09-30 | $244,304 |
Benefits paid (including direct rollovers) | 2016-09-30 | $244,304 |
Total plan assets at end of year | 2016-09-30 | $648,089 |
Total plan assets at beginning of year | 2016-09-30 | $943,511 |
Value of fidelity bond covering the plan | 2016-09-30 | $100,000 |
Other income received | 2016-09-30 | $-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 |
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Total income from all sources | 2015-09-30 | $-17,678 |
Expenses. Total of all expenses incurred | 2015-09-30 | $284,094 |
Benefits paid (including direct rollovers) | 2015-09-30 | $284,094 |
Total plan assets at end of year | 2015-09-30 | $943,511 |
Total plan assets at beginning of year | 2015-09-30 | $1,245,283 |
Value of fidelity bond covering the plan | 2015-09-30 | $150,000 |
Other income received | 2015-09-30 | $-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 |
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Total income from all sources | 2014-09-30 | $203,661 |
Expenses. Total of all expenses incurred | 2014-09-30 | $242,000 |
Benefits paid (including direct rollovers) | 2014-09-30 | $242,000 |
Total plan assets at end of year | 2014-09-30 | $1,245,283 |
Total plan assets at beginning of year | 2014-09-30 | $1,283,622 |
Value of fidelity bond covering the plan | 2014-09-30 | $150,000 |
Other income received | 2014-09-30 | $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 |
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Total income from all sources | 2013-09-30 | $110,008 |
Expenses. Total of all expenses incurred | 2013-09-30 | $77,000 |
Benefits paid (including direct rollovers) | 2013-09-30 | $77,000 |
Total plan assets at end of year | 2013-09-30 | $1,283,622 |
Total plan assets at beginning of year | 2013-09-30 | $1,250,614 |
Value of fidelity bond covering the plan | 2013-09-30 | $150,000 |
Other income received | 2013-09-30 | $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 |
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Total income from all sources | 2012-09-30 | $102,716 |
Expenses. Total of all expenses incurred | 2012-09-30 | $68,000 |
Benefits paid (including direct rollovers) | 2012-09-30 | $68,000 |
Total plan assets at end of year | 2012-09-30 | $1,250,614 |
Total plan assets at beginning of year | 2012-09-30 | $1,215,898 |
Value of fidelity bond covering the plan | 2012-09-30 | $150,000 |
Other income received | 2012-09-30 | $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 |
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Total income from all sources | 2011-09-30 | $-5,153 |
Expenses. Total of all expenses incurred | 2011-09-30 | $65,000 |
Benefits paid (including direct rollovers) | 2011-09-30 | $65,000 |
Total plan assets at end of year | 2011-09-30 | $1,215,898 |
Total plan assets at beginning of year | 2011-09-30 | $1,286,051 |
Value of fidelity bond covering the plan | 2011-09-30 | $150,000 |
Other income received | 2011-09-30 | $-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 |
2021: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2021 form 5500 responses |
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2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2020: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2020 form 5500 responses |
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2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2019 form 5500 responses |
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2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2018 form 5500 responses |
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2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2017 form 5500 responses |
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2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2016 form 5500 responses |
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2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2015 form 5500 responses |
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2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2012 form 5500 responses |
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2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: PROFIT SHARING PLAN & TRUST OF JAMES J MCCONNELL MD PC 2011 form 5500 responses |
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2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |