401k Plan data: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN plan

MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 401k Plan overview

Plan Name	MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN
Plan identification number	001

MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

MCCORMICK KENNEDY & ROBINSON PC has sponsored the creation of one or more 401k plans.

Company Name: MCCORMICK KENNEDY & ROBINSON PC

Employer identification number (EIN): 840853221

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-10-01 G. PAUL MCCORMICK
001 2022-10-01
001 2022-10-01 G. PAUL MCCORMICK
001 2021-10-01
001 2021-10-01 G. PAUL MCCORMICK
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 G. PAUL MCCORMICK G. PAUL MCCORMICK 2018-04-20
001 2015-10-01 G. PAUL MCCORMICK G. PAUL MCCORMICK 2017-04-28
001 2014-10-01 G. PAUL MCCORMICK G. PAUL MCCORMICK 2016-04-29
001 2013-10-01 G. PAUL MCCORMICK G. PAUL MCCORMICK 2015-04-29
001 2012-10-01 G. PAUL MCCORMICK G. PAUL MCCORMICK 2014-04-30
001 2011-10-01 G PAUL MCCORMICK G PAUL MCCORMICK 2013-04-29
001 2009-10-01 G PAUL MCCORMICK G PAUL MCCORMICK 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-10-01	G. PAUL MCCORMICK
001	2022-10-01
001	2022-10-01	G. PAUL MCCORMICK
001	2021-10-01
001	2021-10-01	G. PAUL MCCORMICK
001	2020-10-01
001	2019-10-01
001	2018-10-01
001	2017-10-01
001	2016-10-01	G. PAUL MCCORMICK	G. PAUL MCCORMICK	2018-04-20
001	2015-10-01	G. PAUL MCCORMICK	G. PAUL MCCORMICK	2017-04-28
001	2014-10-01	G. PAUL MCCORMICK	G. PAUL MCCORMICK	2016-04-29
001	2013-10-01	G. PAUL MCCORMICK	G. PAUL MCCORMICK	2015-04-29
001	2012-10-01	G. PAUL MCCORMICK	G. PAUL MCCORMICK	2014-04-30
001	2011-10-01	G PAUL MCCORMICK	G PAUL MCCORMICK	2013-04-29
001	2009-10-01	G PAUL MCCORMICK	G PAUL MCCORMICK	2011-07-13

Plan Statistics for MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN

401k plan membership statisitcs for MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN

Measure Date Value
2022: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 2
Number of retired or separated participants receiving benefits 2022-10-01 1
Number of other retired or separated participants entitled to future benefits 2022-10-01 0
Total of all active and inactive participants 2022-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 3
Number of participants with account balances 2022-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 3
Number of participants with account balances 2021-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 3
Number of participants with account balances 2020-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 3
Number of participants with account balances 2019-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 3
Number of participants with account balances 2018-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 3
Number of participants with account balances 2017-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 3
Number of participants with account balances 2016-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 3
Number of participants with account balances 2015-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 3
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 0
Total of all active and inactive participants 2014-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 3
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 0
Total of all active and inactive participants 2013-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 3
Number of participants with account balances 2013-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 3
Number of participants with account balances 2012-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 3
Number of retired or separated participants receiving benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 3
Total participants 2011-10-01 3
Number of participants with account balances 2011-10-01 3
2009: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 2
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 2
Number of participants with account balances 2009-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2022: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	2
Number of retired or separated participants receiving benefits	2022-10-01	1
Number of other retired or separated participants entitled to future benefits	2022-10-01	0
Total of all active and inactive participants	2022-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	3
Number of participants with account balances	2022-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	3
Number of participants with account balances	2021-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	3
Number of participants with account balances	2020-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	3
Number of participants with account balances	2019-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	3
Number of participants with account balances	2018-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	3
Number of participants with account balances	2017-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	3
Number of participants with account balances	2016-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	3
Number of participants with account balances	2015-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	3
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	0
Total of all active and inactive participants	2014-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	3
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	0
Total of all active and inactive participants	2013-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	3
Number of participants with account balances	2013-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	3
Number of participants with account balances	2012-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	3
Number of retired or separated participants receiving benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	3
Total participants	2011-10-01	3
Number of participants with account balances	2011-10-01	3
2009: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	2
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	2
Number of participants with account balances	2009-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN

Measure	Date	Value
2023 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2023 401k financial data
Total income from all sources	2023-09-30	$65,201
Expenses. Total of all expenses incurred	2023-09-30	$79,670
Benefits paid (including direct rollovers)	2023-09-30	$79,670
Total plan assets at end of year	2023-09-30	$1,040,605
Total plan assets at beginning of year	2023-09-30	$1,055,074
Value of fidelity bond covering the plan	2023-09-30	$1,000,000
Other income received	2023-09-30	$59,701
Net income (gross income less expenses)	2023-09-30	$-14,469
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$1,040,605
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$1,055,074
Total contributions received or receivable from employer(s)	2023-09-30	$5,500
2022 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2022 401k financial data
Total income from all sources	2022-09-30	$3,459
Expenses. Total of all expenses incurred	2022-09-30	$84,890
Benefits paid (including direct rollovers)	2022-09-30	$84,890
Total plan assets at end of year	2022-09-30	$1,055,074
Total plan assets at beginning of year	2022-09-30	$1,136,505
Value of fidelity bond covering the plan	2022-09-30	$1,000,000
Other income received	2022-09-30	$216
Net income (gross income less expenses)	2022-09-30	$-81,431
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$1,055,074
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$1,136,505
Total contributions received or receivable from employer(s)	2022-09-30	$3,243
2021 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2021 401k financial data
Total income from all sources	2021-09-30	$16,528
Total plan assets at end of year	2021-09-30	$1,136,505
Total plan assets at beginning of year	2021-09-30	$1,119,977
Value of fidelity bond covering the plan	2021-09-30	$1,000,000
Other income received	2021-09-30	$13,285
Net income (gross income less expenses)	2021-09-30	$16,528
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$1,136,505
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$1,119,977
Total contributions received or receivable from employer(s)	2021-09-30	$3,243
2020 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$-48,936
Expenses. Total of all expenses incurred	2020-09-30	$41,612
Benefits paid (including direct rollovers)	2020-09-30	$41,612
Total plan assets at end of year	2020-09-30	$1,119,977
Total plan assets at beginning of year	2020-09-30	$1,210,525
Value of fidelity bond covering the plan	2020-09-30	$1,000,000
Other income received	2020-09-30	$-52,220
Net income (gross income less expenses)	2020-09-30	$-90,548
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$1,119,977
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$1,210,525
Total contributions received or receivable from employer(s)	2020-09-30	$3,284
2019 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$19,883
Expenses. Total of all expenses incurred	2019-09-30	$42,129
Benefits paid (including direct rollovers)	2019-09-30	$42,129
Total plan assets at end of year	2019-09-30	$1,210,525
Total plan assets at beginning of year	2019-09-30	$1,232,771
Value of fidelity bond covering the plan	2019-09-30	$1,000,000
Other income received	2019-09-30	$16,640
Net income (gross income less expenses)	2019-09-30	$-22,246
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$1,210,525
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$1,232,771
Total contributions received or receivable from employer(s)	2019-09-30	$3,243
2017 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$62,049
Total plan assets at end of year	2017-09-30	$1,212,493
Total plan assets at beginning of year	2017-09-30	$1,150,444
Value of fidelity bond covering the plan	2017-09-30	$1,000,000
Other income received	2017-09-30	$57,805
Net income (gross income less expenses)	2017-09-30	$62,049
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$1,212,493
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$1,150,444
Total contributions received or receivable from employer(s)	2017-09-30	$4,244
2016 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$56,211
Total plan assets at end of year	2016-09-30	$1,150,444
Total plan assets at beginning of year	2016-09-30	$1,094,233
Value of fidelity bond covering the plan	2016-09-30	$1,000,000
Other income received	2016-09-30	$50,247
Net income (gross income less expenses)	2016-09-30	$56,211
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$1,150,444
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$1,094,233
Total contributions received or receivable from employer(s)	2016-09-30	$5,964
2015 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$-35,818
Total plan assets at end of year	2015-09-30	$1,094,233
Total plan assets at beginning of year	2015-09-30	$1,130,051
Value of fidelity bond covering the plan	2015-09-30	$1,000,000
Other income received	2015-09-30	$-44,775
Net income (gross income less expenses)	2015-09-30	$-35,818
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$1,094,233
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$1,130,051
Total contributions received or receivable from employer(s)	2015-09-30	$8,957
2014 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$52,261
Total plan assets at end of year	2014-09-30	$1,130,051
Total plan assets at beginning of year	2014-09-30	$1,077,790
Value of fidelity bond covering the plan	2014-09-30	$1,000,000
Other income received	2014-09-30	$38,846
Net income (gross income less expenses)	2014-09-30	$52,261
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$1,130,051
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,077,790
Total contributions received or receivable from employer(s)	2014-09-30	$13,415
2013 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$61,120
Total plan assets at end of year	2013-09-30	$1,077,790
Total plan assets at beginning of year	2013-09-30	$1,016,670
Value of fidelity bond covering the plan	2013-09-30	$1,000,000
Other income received	2013-09-30	$48,022
Net income (gross income less expenses)	2013-09-30	$61,120
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,077,790
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,016,670
Total contributions received or receivable from employer(s)	2013-09-30	$13,098
2012 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$111,339
Expenses. Total of all expenses incurred	2012-09-30	$0
Benefits paid (including direct rollovers)	2012-09-30	$0
Total plan assets at end of year	2012-09-30	$1,016,670
Total plan assets at beginning of year	2012-09-30	$905,331
Value of fidelity bond covering the plan	2012-09-30	$1,000,000
Total contributions received or receivable from participants	2012-09-30	$0
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Other income received	2012-09-30	$81,339
Net income (gross income less expenses)	2012-09-30	$111,339
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,016,670
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$905,331
Total contributions received or receivable from employer(s)	2012-09-30	$30,000
2011 : MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$12,666
Expenses. Total of all expenses incurred	2011-09-30	$11,096
Benefits paid (including direct rollovers)	2011-09-30	$11,096
Total plan assets at end of year	2011-09-30	$905,331
Total plan assets at beginning of year	2011-09-30	$903,761
Value of fidelity bond covering the plan	2011-09-30	$1,000,000
Total contributions received or receivable from participants	2011-09-30	$0
Other income received	2011-09-30	$581
Net income (gross income less expenses)	2011-09-30	$1,570
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$905,331
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$903,761
Total contributions received or receivable from employer(s)	2011-09-30	$12,085

Form 5500 Responses for MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN

2022: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2021 form 5500 responses
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: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2020 form 5500 responses
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: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2019 form 5500 responses
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: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2018 form 5500 responses
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: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2017 form 5500 responses
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: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2016 form 5500 responses
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: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2015 form 5500 responses
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: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2014 form 5500 responses
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: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2012 form 5500 responses
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: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2011 form 5500 responses
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
2009: MCCORMICK & KENNEDY PC EMPLOYEE PENSION BENEFIT PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MCCORMICK KENNEDY & ROBINSON PC
Employer identification number (EIN):	840853221
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers