THE MCGEE GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE MCGEE GROUP 401(K) & PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : THE MCGEE GROUP 401(K) & PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-892,694 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $555,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $548,986 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $758,405 |
Value of total assets at end of year | 2022-12-31 | $10,105,937 |
Value of total assets at beginning of year | 2022-12-31 | $11,553,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,348 |
Total interest from all sources | 2022-12-31 | $27,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $276,128 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $276,128 |
Administrative expenses professional fees incurred | 2022-12-31 | $6,348 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $459,293 |
Participant contributions at end of year | 2022-12-31 | $8,085 |
Participant contributions at beginning of year | 2022-12-31 | $16,104 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $12,695 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,448,028 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,105,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,553,965 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,987,580 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,849,700 |
Interest on participant loans | 2022-12-31 | $478 |
Interest earned on other investments | 2022-12-31 | $27,393 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,020,272 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,580,948 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,955,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $299,112 |
Employer contributions (assets) at end of year | 2022-12-31 | $90,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $94,518 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $548,986 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOORE, COLSON & COMPANY, P.C. |
Accountancy firm EIN | 2022-12-31 | 581653941 |
2021 : THE MCGEE GROUP 401(K) & PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,104,638 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $232,072 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $229,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $768,596 |
Value of total assets at end of year | 2021-12-31 | $11,553,965 |
Value of total assets at beginning of year | 2021-12-31 | $9,681,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,325 |
Total interest from all sources | 2021-12-31 | $35,949 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $2,325 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $430,383 |
Participant contributions at end of year | 2021-12-31 | $16,104 |
Participant contributions at beginning of year | 2021-12-31 | $19,155 |
Participant contributions at end of year | 2021-12-31 | $12,695 |
Participant contributions at beginning of year | 2021-12-31 | $11,964 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,872,566 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,553,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,681,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $9,849,700 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $7,985,421 |
Interest on participant loans | 2021-12-31 | $587 |
Interest earned on other investments | 2021-12-31 | $35,362 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,580,948 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,648,164 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,300,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $338,213 |
Employer contributions (assets) at end of year | 2021-12-31 | $94,518 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $16,695 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $229,747 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOORE, COLSON & COMPANY, P.C. |
Accountancy firm EIN | 2021-12-31 | 581653941 |
2020 : THE MCGEE GROUP 401(K) & PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $40,447 |
Total income from all sources (including contributions) | 2020-12-31 | $1,934,779 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $656,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $655,176 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $720,653 |
Value of total assets at end of year | 2020-12-31 | $9,681,399 |
Value of total assets at beginning of year | 2020-12-31 | $8,443,384 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,141 |
Total interest from all sources | 2020-12-31 | $64,381 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $1,141 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $394,419 |
Participant contributions at end of year | 2020-12-31 | $19,155 |
Participant contributions at beginning of year | 2020-12-31 | $6,329 |
Participant contributions at end of year | 2020-12-31 | $11,964 |
Participant contributions at beginning of year | 2020-12-31 | $11,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $20,655 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $40,447 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,278,462 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,681,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,402,937 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $7,985,421 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $6,773,858 |
Interest on participant loans | 2020-12-31 | $42 |
Interest earned on other investments | 2020-12-31 | $64,339 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,648,164 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,644,499 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,149,745 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $305,579 |
Employer contributions (assets) at end of year | 2020-12-31 | $16,695 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $7,429 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $655,176 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MOORE, COLSON & COMPANY, P.C. |
Accountancy firm EIN | 2020-12-31 | 581653941 |
2019 : THE MCGEE GROUP 401(K) & PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $40,447 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,336 |
Total income from all sources (including contributions) | 2019-12-31 | $2,329,346 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $174,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $169,686 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,424 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,197,690 |
Value of total assets at end of year | 2019-12-31 | $8,443,384 |
Value of total assets at beginning of year | 2019-12-31 | $6,254,662 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,625 |
Total interest from all sources | 2019-12-31 | $61,837 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $1,625 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $408,950 |
Participant contributions at end of year | 2019-12-31 | $6,329 |
Participant contributions at beginning of year | 2019-12-31 | $13,089 |
Participant contributions at end of year | 2019-12-31 | $11,269 |
Participant contributions at beginning of year | 2019-12-31 | $12,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $455,110 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $40,447 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $6,336 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,154,611 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,402,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,248,326 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $6,773,858 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $4,854,873 |
Interest on participant loans | 2019-12-31 | $193 |
Interest earned on other investments | 2019-12-31 | $61,644 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,644,499 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,356,999 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,069,819 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $333,630 |
Employer contributions (assets) at end of year | 2019-12-31 | $7,429 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $17,432 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $169,686 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOORE COLSON |
Accountancy firm EIN | 2019-12-31 | 581653941 |