MCNEES WALLACE NURICK LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN
401k plan membership statisitcs for MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 91 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 26 |
| Total of all active and inactive participants | 2023-01-01 | 117 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 117 |
| Number of participants with account balances | 2023-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 91 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 28 |
| Total of all active and inactive participants | 2022-01-01 | 119 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 119 |
| Number of participants with account balances | 2022-01-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 26 |
| Total of all active and inactive participants | 2021-01-01 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 98 |
| Number of participants with account balances | 2021-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 20 |
| Total of all active and inactive participants | 2020-01-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 94 |
| Number of participants with account balances | 2020-01-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 21 |
| Total of all active and inactive participants | 2019-01-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 95 |
| Number of participants with account balances | 2019-01-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $-79,479 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $2,809,937 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $3,806,644 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $3,796,980 |
| Total plan assets at end of year | 2023-12-31 | $11,124,086 |
| Total plan assets at beginning of year | 2023-12-31 | $12,200,272 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $860,228 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $309,899 |
| Other income received | 2023-12-31 | $1,639,810 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-996,707 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $11,124,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,200,272 |
| Assets. Value of participant loans | 2023-12-31 | $34,741 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $9,664 |
| 2022 : MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $-784,290 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-524,823 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $922,733 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $910,748 |
| Total plan assets at end of year | 2022-12-31 | $12,200,272 |
| Total plan assets at beginning of year | 2022-12-31 | $14,432,118 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $801,459 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $774,412 |
| Other income received | 2022-12-31 | $-2,100,694 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,447,556 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $12,200,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,432,118 |
| Assets. Value of participant loans | 2022-12-31 | $35,299 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $11,985 |
| 2021 : MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-73,698 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $5,589,827 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,845,039 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,832,298 |
| Total plan assets at end of year | 2021-12-31 | $14,432,118 |
| Total plan assets at beginning of year | 2021-12-31 | $10,761,028 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $792,308 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $3,432,437 |
| Other income received | 2021-12-31 | $1,365,082 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $3,744,788 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $14,432,118 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,761,028 |
| Assets. Value of participant loans | 2021-12-31 | $44,315 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,741 |
| 2020 : MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $-247,656 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $2,152,725 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,531,787 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,501,563 |
| Total plan assets at end of year | 2020-12-31 | $10,761,028 |
| Total plan assets at beginning of year | 2020-12-31 | $11,387,746 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $648,869 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $177,024 |
| Other income received | 2020-12-31 | $1,322,082 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-379,062 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $10,761,028 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,387,746 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $4,750 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $30,224 |
| 2019 : MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $2,635,948 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,645,865 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $3,581,540 |
| Total plan assets at end of year | 2019-12-31 | $11,387,746 |
| Total plan assets at beginning of year | 2019-12-31 | $12,397,663 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $708,664 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $40,746 |
| Other income received | 2019-12-31 | $1,886,538 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,009,917 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,387,746 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,397,663 |
| Assets. Value of participant loans | 2019-12-31 | $21,863 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $64,325 |
| 2023: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MWN ASSOCIATES & OF COUNSEL 401(K) SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
