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LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN
Plan identification number 001

LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC.
Employer identification number (EIN):872531892
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICHOLAS ZAPF2024-10-09
0012022-01-01FORTUNATO PERRI2023-10-11
0012021-01-01
0012021-01-01FORTUNATO N PERRI JR

Financial Data on LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN

Measure Date Value
2025 : LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0858015
Net assets as of the end of the plan year2025-10-085910531
Total assets as of the beginning of the plan year2025-10-084989280
Value of plan covered by a fidelity bond2025-10-08355000
Participant contributions to plan in this plan year2025-10-08192878
Value of participant loans at end of plan year2025-10-0816816
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-08687018
Plan net income in this plan year2025-10-08921251
Net assets as of the end of the plan year2025-10-085910531
Net assets as of the beginning of the plan year2025-10-084989280
Employer contributions to plan in this plan year2025-10-0899370
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0836083
2024 : LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-0935210
Net assets as of the end of the plan year2024-10-094989280
Total assets as of the beginning of the plan year2024-10-094113475
Value of plan covered by a fidelity bond2024-10-09355000
Participant contributions to plan in this plan year2024-10-09180295
Value of participant loans at end of plan year2024-10-0924882
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-09638952
Plan net income in this plan year2024-10-09875805
Net assets as of the end of the plan year2024-10-094989280
Net assets as of the beginning of the plan year2024-10-094113475
Employer contributions to plan in this plan year2024-10-0991768
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0930007
2021 : LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$552,165
Expenses. Total of all expenses incurred2021-12-31$39,069
Benefits paid (including direct rollovers)2021-12-31$38,889
Total plan assets at end of year2021-12-31$4,632,586
Total plan assets at beginning of year2021-12-31$4,119,490
Value of fidelity bond covering the plan2021-12-31$355,000
Total contributions received or receivable from participants2021-12-31$172,341
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$318,461
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$513,096
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,632,586
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,119,490
Assets. Value of participant loans2021-12-31$21,051
Total contributions received or receivable from employer(s)2021-12-31$61,363
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$180

Form 5500 Responses for LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN

2021: LAW OFFICES OF MCMONAGLE, PERRI & MCHUGH, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

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