401k Plan data: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST plan

WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

WILLIAM G. MCCONNELL AND SON, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM G. MCCONNELL AND SON, INC.

Employer identification number (EIN): 942610259

NAIC Classification: 448310
NAIC Description: Jewelry Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-11-01 DAVID MCCONNELL 2017-02-16
001 2014-11-01 DAVID MCCONNELL 2016-01-21
001 2013-11-01 DAVID MCCONNELL 2015-01-28
001 2012-11-01 DAVID MCCONNELL 2014-03-26
001 2011-11-01 DAVID MCCONNELL
001 2010-11-01 DAVID MCCONNELL
001 2009-11-01 DAVID MCCONNELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-11-01	DAVID MCCONNELL	2017-02-16
001	2014-11-01	DAVID MCCONNELL	2016-01-21
001	2013-11-01	DAVID MCCONNELL	2015-01-28
001	2012-11-01	DAVID MCCONNELL	2014-03-26
001	2011-11-01	DAVID MCCONNELL
001	2010-11-01	DAVID MCCONNELL
001	2009-11-01	DAVID MCCONNELL

Plan Statistics for WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 2
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 3
Total of all active and inactive participants 2011-11-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 5
Number of participants with account balances 2011-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 5
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 3
Total of all active and inactive participants 2010-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 8
Number of participants with account balances 2010-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0
2009: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 6
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 2
Total of all active and inactive participants 2009-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 8
Number of participants with account balances 2009-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2011: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	2
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	3
Total of all active and inactive participants	2011-11-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	5
Number of participants with account balances	2011-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	5
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	3
Total of all active and inactive participants	2010-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	8
Number of participants with account balances	2010-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0
2009: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	6
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	2
Total of all active and inactive participants	2009-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	8
Number of participants with account balances	2009-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2012 : WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-10-31	$0
Total plan liabilities at end of year	2012-10-31	$0
Total plan liabilities at beginning of year	2012-10-31	$0
Total income from all sources	2012-10-31	$32,969
Expenses. Total of all expenses incurred	2012-10-31	$67,474
Benefits paid (including direct rollovers)	2012-10-31	$61,664
Total plan assets at end of year	2012-10-31	$324,609
Total plan assets at beginning of year	2012-10-31	$359,114
Value of fidelity bond covering the plan	2012-10-31	$60,000
Total contributions received or receivable from participants	2012-10-31	$0
Expenses. Other expenses not covered elsewhere	2012-10-31	$0
Contributions received from other sources (not participants or employers)	2012-10-31	$0
Other income received	2012-10-31	$32,969
Noncash contributions received	2012-10-31	$0
Net income (gross income less expenses)	2012-10-31	$-34,505
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$324,609
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$359,114
Total contributions received or receivable from employer(s)	2012-10-31	$0
Value of certain deemed distributions of participant loans	2012-10-31	$0
Value of corrective distributions	2012-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$5,810
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
2011 : WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-10-31	$0
Total plan liabilities at end of year	2011-10-31	$0
Total plan liabilities at beginning of year	2011-10-31	$0
Total income from all sources	2011-10-31	$7,378
Expenses. Total of all expenses incurred	2011-10-31	$38,512
Benefits paid (including direct rollovers)	2011-10-31	$30,000
Total plan assets at end of year	2011-10-31	$359,114
Total plan assets at beginning of year	2011-10-31	$390,248
Value of fidelity bond covering the plan	2011-10-31	$60,000
Total contributions received or receivable from participants	2011-10-31	$0
Expenses. Other expenses not covered elsewhere	2011-10-31	$0
Contributions received from other sources (not participants or employers)	2011-10-31	$0
Other income received	2011-10-31	$7,378
Noncash contributions received	2011-10-31	$0
Net income (gross income less expenses)	2011-10-31	$-31,134
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$359,114
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$390,248
Assets. Value of participant loans	2011-10-31	$6,248
Total contributions received or receivable from employer(s)	2011-10-31	$0
Value of certain deemed distributions of participant loans	2011-10-31	$0
Value of corrective distributions	2011-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$8,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0
2010 : WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST

2011: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM G. MCCONNELL AND SON, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM G. MCCONNELL AND SON, INC.
Employer identification number (EIN):	942610259
NAIC Classification:	448310
NAIC Description:	Jewelry Stores