401k Plan data: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K plan

SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 401k Plan overview

Plan Name	SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K
Plan identification number	001

SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
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

SHERCK HUSSEY JOHNSON & MCNAUGHTON,LLC has sponsored the creation of one or more 401k plans.

Company Name: SHERCK HUSSEY JOHNSON & MCNAUGHTON,LLC

Employer identification number (EIN): 351140303

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TERRY L JOHNSON
001 2016-01-01 TERRY L JOHNSON
001 2015-01-01 TERRY L JOHNSON
001 2014-01-01 TERRY L JOHNSON TERRY L JOHNSON 2015-08-19
001 2013-01-01 TERRY L JOHNSON TERRY L JOHNSON 2014-06-11
001 2012-01-01 TERRY L JOHNSON TERRY L JOHNSON 2013-07-23
001 2011-01-01 TERRY L JOHNSON TERRY L JOHNSON 2012-07-31
001 2010-01-01 TERRY L JOHNSON TERRY L JOHNSON 2011-07-27
001 2009-01-01 TERRY L JOHNSON TERRY L JOHNSON 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TERRY L JOHNSON
001	2016-01-01	TERRY L JOHNSON
001	2015-01-01	TERRY L JOHNSON
001	2014-01-01	TERRY L JOHNSON	TERRY L JOHNSON	2015-08-19
001	2013-01-01	TERRY L JOHNSON	TERRY L JOHNSON	2014-06-11
001	2012-01-01	TERRY L JOHNSON	TERRY L JOHNSON	2013-07-23
001	2011-01-01	TERRY L JOHNSON	TERRY L JOHNSON	2012-07-31
001	2010-01-01	TERRY L JOHNSON	TERRY L JOHNSON	2011-07-27
001	2009-01-01	TERRY L JOHNSON	TERRY L JOHNSON	2010-10-13

Plan Statistics for SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K

401k plan membership statisitcs for SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K

Measure Date Value
2020: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 16
Total participants 2020-01-01 16
Number of participants with account balances 2020-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
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 6
Total of all active and inactive participants 2019-01-01 13
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 16
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 16
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
2015: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 23
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 5
2014: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 16
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
2013: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 14
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
2012: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 16
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
2011: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 14
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
2010: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 13
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
2009: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 15
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15

Measure	Date	Value
2020: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	16
Total participants	2020-01-01	16
Number of participants with account balances	2020-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
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	6
Total of all active and inactive participants	2019-01-01	13
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	16
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	16
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
2015: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	23
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	5
2014: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	16
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
2013: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	14
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
2012: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	16
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
2011: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	14
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
2010: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	13
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
2009: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	15
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15

Financial Data on SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K

Measure	Date	Value
2020 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2020 401k financial data
Total income from all sources	2020-12-31	$164,071
Expenses. Total of all expenses incurred	2020-12-31	$413,205
Benefits paid (including direct rollovers)	2020-12-31	$407,819
Total plan assets at end of year	2020-12-31	$1,408,070
Total plan assets at beginning of year	2020-12-31	$1,657,204
Value of fidelity bond covering the plan	2020-12-31	$10,000
Total contributions received or receivable from participants	2020-12-31	$29,514
Contributions received from other sources (not participants or employers)	2020-12-31	$6,438
Other income received	2020-12-31	$110,659
Net income (gross income less expenses)	2020-12-31	$-249,134
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,408,070
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,657,204
Total contributions received or receivable from employer(s)	2020-12-31	$17,460
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,386
2019 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2019 401k financial data
Total income from all sources	2019-12-31	$291,323
Expenses. Total of all expenses incurred	2019-12-31	$281,523
Benefits paid (including direct rollovers)	2019-12-31	$273,816
Total plan assets at end of year	2019-12-31	$1,613,409
Total plan assets at beginning of year	2019-12-31	$1,603,609
Value of fidelity bond covering the plan	2019-12-31	$10,000
Total contributions received or receivable from participants	2019-12-31	$16,665
Other income received	2019-12-31	$262,534
Net income (gross income less expenses)	2019-12-31	$9,800
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,613,409
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,603,609
Assets. Value of participant loans	2019-12-31	$43,794
Total contributions received or receivable from employer(s)	2019-12-31	$12,124
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,707
2018 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2018 401k financial data
Total income from all sources	2018-12-31	$-45,565
Expenses. Total of all expenses incurred	2018-12-31	$19,322
Benefits paid (including direct rollovers)	2018-12-31	$11,444
Total plan assets at end of year	2018-12-31	$1,603,609
Total plan assets at beginning of year	2018-12-31	$1,668,496
Value of fidelity bond covering the plan	2018-12-31	$10,000
Total contributions received or receivable from participants	2018-12-31	$28,288
Other income received	2018-12-31	$-94,155
Net income (gross income less expenses)	2018-12-31	$-64,887
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,603,609
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,668,496
Assets. Value of participant loans	2018-12-31	$23,607
Total contributions received or receivable from employer(s)	2018-12-31	$20,302
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,878
2017 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2017 401k financial data
Total income from all sources	2017-12-31	$285,708
Expenses. Total of all expenses incurred	2017-12-31	$7,152
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,668,496
Total plan assets at beginning of year	2017-12-31	$1,389,940
Value of fidelity bond covering the plan	2017-12-31	$10,000
Total contributions received or receivable from participants	2017-12-31	$31,922
Other income received	2017-12-31	$230,127
Net income (gross income less expenses)	2017-12-31	$278,556
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,668,496
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,389,940
Assets. Value of participant loans	2017-12-31	$28,963
Total contributions received or receivable from employer(s)	2017-12-31	$23,659
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,152
2016 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2016 401k financial data
Total income from all sources	2016-12-31	$154,443
Expenses. Total of all expenses incurred	2016-12-31	$11,359
Benefits paid (including direct rollovers)	2016-12-31	$5,127
Total plan assets at end of year	2016-12-31	$1,389,940
Total plan assets at beginning of year	2016-12-31	$1,246,856
Value of fidelity bond covering the plan	2016-12-31	$10,000
Total contributions received or receivable from participants	2016-12-31	$40,553
Other income received	2016-12-31	$87,933
Net income (gross income less expenses)	2016-12-31	$143,084
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,389,940
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,246,856
Assets. Value of participant loans	2016-12-31	$14,117
Total contributions received or receivable from employer(s)	2016-12-31	$25,957
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,232
2015 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2015 401k financial data
Total income from all sources	2015-12-31	$127,884
Expenses. Total of all expenses incurred	2015-12-31	$15,151
Benefits paid (including direct rollovers)	2015-12-31	$8,894
Total plan assets at end of year	2015-12-31	$1,246,856
Total plan assets at beginning of year	2015-12-31	$1,134,123
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$48,419
Contributions received from other sources (not participants or employers)	2015-12-31	$74,857
Other income received	2015-12-31	$-20,219
Net income (gross income less expenses)	2015-12-31	$112,733
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,246,856
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,134,123
Assets. Value of participant loans	2015-12-31	$19,985
Total contributions received or receivable from employer(s)	2015-12-31	$24,827
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,257
2014 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2014 401k financial data
Total income from all sources	2014-12-31	$132,616
Expenses. Total of all expenses incurred	2014-12-31	$6,019
Benefits paid (including direct rollovers)	2014-12-31	$389
Total plan assets at end of year	2014-12-31	$1,134,123
Total plan assets at beginning of year	2014-12-31	$1,007,526
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$50,502
Contributions received from other sources (not participants or employers)	2014-12-31	$1,818
Other income received	2014-12-31	$53,848
Net income (gross income less expenses)	2014-12-31	$126,597
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,134,123
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,007,526
Assets. Value of participant loans	2014-12-31	$25,610
Total contributions received or receivable from employer(s)	2014-12-31	$26,448
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,630
2013 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2013 401k financial data
Total income from all sources	2013-12-31	$224,852
Expenses. Total of all expenses incurred	2013-12-31	$76,065
Benefits paid (including direct rollovers)	2013-12-31	$70,928
Total plan assets at end of year	2013-12-31	$1,007,526
Total plan assets at beginning of year	2013-12-31	$858,739
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$46,646
Other income received	2013-12-31	$151,627
Net income (gross income less expenses)	2013-12-31	$148,787
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,007,526
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$858,739
Assets. Value of participant loans	2013-12-31	$15,666
Total contributions received or receivable from employer(s)	2013-12-31	$26,579
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,137
2012 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2012 401k financial data
Total income from all sources	2012-12-31	$164,463
Expenses. Total of all expenses incurred	2012-12-31	$4,448
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$858,739
Total plan assets at beginning of year	2012-12-31	$698,724
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$44,002
Other income received	2012-12-31	$92,480
Net income (gross income less expenses)	2012-12-31	$160,015
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$858,739
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$698,724
Assets. Value of participant loans	2012-12-31	$23,770
Total contributions received or receivable from employer(s)	2012-12-31	$27,981
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,448
2011 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2011 401k financial data
Total income from all sources	2011-12-31	$56,961
Expenses. Total of all expenses incurred	2011-12-31	$12,729
Benefits paid (including direct rollovers)	2011-12-31	$8,722
Total plan assets at end of year	2011-12-31	$698,724
Total plan assets at beginning of year	2011-12-31	$654,492
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$43,956
Other income received	2011-12-31	$-15,878
Net income (gross income less expenses)	2011-12-31	$44,232
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$698,724
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$654,492
Assets. Value of participant loans	2011-12-31	$31,766
Total contributions received or receivable from employer(s)	2011-12-31	$28,883
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,007
2010 : SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2010 401k financial data
Total income from all sources	2010-12-31	$134,615
Expenses. Total of all expenses incurred	2010-12-31	$20,635
Benefits paid (including direct rollovers)	2010-12-31	$20,500
Total plan assets at end of year	2010-12-31	$654,492
Total plan assets at beginning of year	2010-12-31	$540,512
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$43,639
Other income received	2010-12-31	$64,011
Net income (gross income less expenses)	2010-12-31	$113,980
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$654,492
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$540,512
Assets. Value of participant loans	2010-12-31	$42,722
Total contributions received or receivable from employer(s)	2010-12-31	$26,965
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$135

Form 5500 Responses for SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K

2020: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SHERCK, HUSSEY, JOHNSON & MCNAUGHTON 401K 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

40519

Policy instance

Insurance contract or identification number	40519
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $529
Total amount of fees paid to insurance company	USD $99
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $529
Amount paid for insurance broker fees	99
Additional information about fees paid to insurance broker	SERVICING FEES
Insurance broker organization code?	3
Insurance broker name	TOM B. BROWN

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Company Name:	SHERCK HUSSEY JOHNSON & MCNAUGHTON,LLC
Employer identification number (EIN):	351140303
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants