401k Plan data: THE MCGRAW GROUP 401(K) PLAN plan

THE MCGRAW GROUP 401(K) PLAN 401k Plan overview

Plan Name	THE MCGRAW GROUP 401(K) PLAN
Plan identification number	004

THE MCGRAW GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

THE MCGRAW COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE MCGRAW COMPANY

Employer identification number (EIN): 942372527

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about THE MCGRAW COMPANY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1947-09-15

Company Identification Number: 152317

More information about THE MCGRAW COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MCGRAW GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2015-01-01 NICOLA TIDWELL NICOLA TIDWELL 2016-10-13
004 2014-01-01 NICOLA TIDWELL NICOLA TIDWELL 2015-10-13
004 2013-01-01 MARY QUEEN MARY QUEEN 2014-10-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2015-01-01	NICOLA TIDWELL	NICOLA TIDWELL	2016-10-13
004	2014-01-01	NICOLA TIDWELL	NICOLA TIDWELL	2015-10-13
004	2013-01-01	MARY QUEEN	MARY QUEEN	2014-10-09

Plan Statistics for THE MCGRAW GROUP 401(K) PLAN

401k plan membership statisitcs for THE MCGRAW GROUP 401(K) PLAN

Measure Date Value
2015: THE MCGRAW GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 250
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 55
Total of all active and inactive participants 2015-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 305
Number of participants with account balances 2015-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: THE MCGRAW GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 187
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 228
Number of participants with account balances 2014-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: THE MCGRAW GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 173
Number of other retired or separated participants entitled to future benefits 2013-01-01 31
Total of all active and inactive participants 2013-01-01 204
Total participants 2013-01-01 204
Number of participants with account balances 2013-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6

Measure	Date	Value
2015: THE MCGRAW GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	250
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	55
Total of all active and inactive participants	2015-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	305
Number of participants with account balances	2015-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: THE MCGRAW GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	187
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	228
Number of participants with account balances	2014-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: THE MCGRAW GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	173
Number of other retired or separated participants entitled to future benefits	2013-01-01	31
Total of all active and inactive participants	2013-01-01	204
Total participants	2013-01-01	204
Number of participants with account balances	2013-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6

Financial Data on THE MCGRAW GROUP 401(K) PLAN

Measure	Date	Value
2015 : THE MCGRAW GROUP 401(K) PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$901
Total income from all sources (including contributions)	2015-12-31	$1,749,887
Total of all expenses incurred	2015-12-31	$1,753,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,703,354
Expenses. Certain deemed distributions of participant loans	2015-12-31	$34,746
Value of total corrective distributions	2015-12-31	$632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,946,199
Value of total assets at end of year	2015-12-31	$14,454,151
Value of total assets at beginning of year	2015-12-31	$14,458,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,933
Total interest from all sources	2015-12-31	$17,653
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$492,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$492,234
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,258,136
Participant contributions at end of year	2015-12-31	$333,103
Participant contributions at beginning of year	2015-12-31	$394,369
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$25,040
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,984,639
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,957,829
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$158,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$901
Other income not declared elsewhere	2015-12-31	$-85,471
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,778
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,454,151
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,457,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,668,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,032,537
Interest on participant loans	2015-12-31	$17,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,468,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,033,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,033,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$594
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-620,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$529,327
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$15,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,703,354
Contract administrator fees	2015-12-31	$14,933
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BURR PILGER MAYER, INC.
Accountancy firm EIN	2015-12-31	263839190
2014 : THE MCGRAW GROUP 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$901
Total income from all sources (including contributions)	2014-12-31	$2,545,214
Total of all expenses incurred	2014-12-31	$2,067,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,048,904
Value of total corrective distributions	2014-12-31	$4,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,669,898
Value of total assets at end of year	2014-12-31	$14,458,830
Value of total assets at beginning of year	2014-12-31	$13,979,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,421
Total interest from all sources	2014-12-31	$123
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$450,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$450,269
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$959,965
Participant contributions at end of year	2014-12-31	$394,369
Participant contributions at beginning of year	2014-12-31	$370,049
Participant contributions at end of year	2014-12-31	$25,040
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,957,829
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,788,546
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$136,705
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$901
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$478,116
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,457,929
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$13,979,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,032,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,586,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,033,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,234,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,234,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$424,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$573,228
Employer contributions (assets) at end of year	2014-12-31	$15,316
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,048,904
Contract administrator fees	2014-12-31	$13,421
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BURR PILGER MAYER, INC.
Accountancy firm EIN	2014-12-31	263839190
2013 : THE MCGRAW GROUP 401(K) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,620,538
Total of all expenses incurred	2013-12-31	$3,224,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,210,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,517,142
Value of total assets at end of year	2013-12-31	$13,979,813
Value of total assets at beginning of year	2013-12-31	$13,584,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,282
Total interest from all sources	2013-12-31	$18,453
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$307,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$307,431
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$919,062
Participant contributions at end of year	2013-12-31	$370,049
Participant contributions at beginning of year	2013-12-31	$366,010
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,788,546
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,901,515
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$60,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$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	2013-12-31	No
Value of net income/loss	2013-12-31	$395,785
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$13,979,813
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,584,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,586,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,442,167
Interest on participant loans	2013-12-31	$18,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,234,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,874,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,874,336
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,777,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$537,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,210,471
Contract administrator fees	2013-12-31	$14,282
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BURR PILGER MAYER, INC.
Accountancy firm EIN	2013-12-31	263839190

Form 5500 Responses for THE MCGRAW GROUP 401(K) PLAN

2015: THE MCGRAW GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE MCGRAW GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE MCGRAW GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE MCGRAW COMPANY
Employer identification number (EIN):	942372527
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1947-09-15
Company Identification Number:	152317