401k Plan data: THE MCAULAY SMITH FIRM, LTD. PENSION PLAN plan

THE MCAULAY SMITH FIRM, LTD. PENSION PLAN 401k Plan overview

Plan Name	THE MCAULAY SMITH FIRM, LTD. PENSION PLAN
Plan identification number	002

THE MCAULAY SMITH FIRM, LTD. PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

401k Sponsoring company profile

THE AL MCAULAY COMPANY DBA THE MCAULAY FIRM has sponsored the creation of one or more 401k plans.

Company Name: THE AL MCAULAY COMPANY DBA THE MCAULAY FIRM

Employer identification number (EIN): 561922482

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MCAULAY SMITH FIRM, LTD. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01

Plan Statistics for THE MCAULAY SMITH FIRM, LTD. PENSION PLAN

401k plan membership statisitcs for THE MCAULAY SMITH FIRM, LTD. PENSION PLAN

Measure Date Value
2022: THE MCAULAY SMITH FIRM, LTD. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 234,979
Acturial value of plan assets 2022-12-31 234,979
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 315,770
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 315,770
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 315,770
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 169,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 179,257
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 286,105
Total employee contributions 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 275,798
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 254,212
Net shortfall amortization installment of oustanding balance 2022-12-31 80,791
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 261,678
Additional cash requirement 2022-12-31 261,678
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 275,798
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE MCAULAY SMITH FIRM, LTD. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 0
Acturial value of plan assets 2021-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 262,371
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 262,371
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 262,371
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 235,000
Total employee contributions 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 222,533
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 9,752
Net shortfall amortization installment of oustanding balance 2021-12-31 262,371
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 52,991
Additional cash requirement 2021-12-31 52,991
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 222,533
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0

Measure	Date	Value
2022: THE MCAULAY SMITH FIRM, LTD. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	234,979
Acturial value of plan assets	2022-12-31	234,979
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	315,770
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	315,770
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	315,770
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	169,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	179,257
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	286,105
Total employee contributions	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	275,798
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	254,212
Net shortfall amortization installment of oustanding balance	2022-12-31	80,791
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	261,678
Additional cash requirement	2022-12-31	261,678
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	275,798
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE MCAULAY SMITH FIRM, LTD. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	0
Acturial value of plan assets	2021-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	262,371
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	262,371
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	262,371
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	235,000
Total employee contributions	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	222,533
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	9,752
Net shortfall amortization installment of oustanding balance	2021-12-31	262,371
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	52,991
Additional cash requirement	2021-12-31	52,991
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	222,533
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

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Company Name:	THE AL MCAULAY COMPANY DBA THE MCAULAY FIRM
Employer identification number (EIN):	561922482
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services