T.J. MCGEEHAN SALES AND SERVICE LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan T.J. MCGEEHAN 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : T.J. MCGEEHAN 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 475150 |
| Net assets as of the end of the plan year | 2025-07-30 | 3742403 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 3717312 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 600000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 92384 |
| Other income to plan in this plan year | 2025-07-30 | 364211 |
| Plan net income in this plan year | 2025-07-30 | 25091 |
| Net assets as of the end of the plan year | 2025-07-30 | 3742403 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 3717312 |
| Employer contributions to plan in this plan year | 2025-07-30 | 43646 |
| Fees paid to broker by Benefit Provider | 2025-07-30 | 13166 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 150 |
| 2024 : T.J. MCGEEHAN 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-21 | 402705 |
| Net assets as of the end of the plan year | 2024-06-21 | 3717312 |
| Total assets as of the beginning of the plan year | 2024-06-21 | 3562587 |
| Value of plan covered by a fidelity bond | 2024-06-21 | 600000 |
| Participant contributions to plan in this plan year | 2024-06-21 | 89224 |
| Other income to plan in this plan year | 2024-06-21 | 425605 |
| Plan net income in this plan year | 2024-06-21 | 154725 |
| Net assets as of the end of the plan year | 2024-06-21 | 3717312 |
| Net assets as of the beginning of the plan year | 2024-06-21 | 3562587 |
| Employer contributions to plan in this plan year | 2024-06-21 | 42601 |
| Fees paid to broker by Benefit Provider | 2024-06-21 | 12870 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-21 | 100 |
| 2022 : T.J. MCGEEHAN 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-23 | 792708 |
| Net assets as of the end of the plan year | 2022-06-23 | 4077090 |
| Total assets as of the beginning of the plan year | 2022-06-23 | 4281738 |
| Value of plan covered by a fidelity bond | 2022-06-23 | 600000 |
| Participant contributions to plan in this plan year | 2022-06-23 | 78338 |
| Other income to plan in this plan year | 2022-06-23 | 454349 |
| Plan net income in this plan year | 2022-06-23 | -204648 |
| Net assets as of the end of the plan year | 2022-06-23 | 4077090 |
| Net assets as of the beginning of the plan year | 2022-06-23 | 4281738 |
| Employer contributions to plan in this plan year | 2022-06-23 | 55373 |
| Fees paid to broker by Benefit Provider | 2022-06-23 | 14844 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-23 | 200 |
| 2015 : T.J. MCGEEHAN 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $179,358 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $155,565 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $155,515 |
| Total plan assets at end of year | 2015-12-31 | $3,871,766 |
| Total plan assets at beginning of year | 2015-12-31 | $3,847,973 |
| Value of fidelity bond covering the plan | 2015-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $101,053 |
| Other income received | 2015-12-31 | $30,473 |
| Net income (gross income less expenses) | 2015-12-31 | $23,793 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,871,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,847,973 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $47,832 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $50 |
| 2014 : T.J. MCGEEHAN 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $272,318 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $259,089 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $258,989 |
| Total plan assets at end of year | 2014-12-31 | $3,847,973 |
| Total plan assets at beginning of year | 2014-12-31 | $3,834,744 |
| Value of fidelity bond covering the plan | 2014-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $94,024 |
| Other income received | 2014-12-31 | $130,675 |
| Net income (gross income less expenses) | 2014-12-31 | $13,229 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,847,973 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,834,744 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $47,619 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $100 |
| 2013 : T.J. MCGEEHAN 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $356,720 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $48,889 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $48,889 |
| Total plan assets at end of year | 2013-12-31 | $3,834,744 |
| Total plan assets at beginning of year | 2013-12-31 | $3,526,913 |
| Value of fidelity bond covering the plan | 2013-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $77,774 |
| Other income received | 2013-12-31 | $239,267 |
| Net income (gross income less expenses) | 2013-12-31 | $307,831 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,834,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,526,913 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $39,679 |
| 2012 : T.J. MCGEEHAN 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $219,802 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $130,139 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $130,139 |
| Total plan assets at end of year | 2012-12-31 | $3,526,913 |
| Total plan assets at beginning of year | 2012-12-31 | $3,437,250 |
| Value of fidelity bond covering the plan | 2012-12-31 | $600,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $72,670 |
| Other income received | 2012-12-31 | $112,076 |
| Net income (gross income less expenses) | 2012-12-31 | $89,663 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,526,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,437,250 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $35,056 |
| 2011 : T.J. MCGEEHAN 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $153,296 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $37,202 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $37,202 |
| Total plan assets at end of year | 2011-12-31 | $3,437,250 |
| Total plan assets at beginning of year | 2011-12-31 | $3,321,156 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $62,095 |
| Other income received | 2011-12-31 | $47,390 |
| Net income (gross income less expenses) | 2011-12-31 | $116,094 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,437,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,321,156 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $43,811 |
| 2010 : T.J. MCGEEHAN 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $3,321,156 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $3,321,156 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $69,318 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $3,234,522 |
| Other income received | 2010-12-31 | $17,316 |
| Net income (gross income less expenses) | 2010-12-31 | $3,321,156 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,321,156 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| 2015: T.J. MCGEEHAN 401K 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: T.J. MCGEEHAN 401K 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: T.J. MCGEEHAN 401K 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: T.J. MCGEEHAN 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: T.J. MCGEEHAN 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
