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MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

MCNELLIS & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCNELLIS & COMPANY, INC.
Employer identification number (EIN):363093011
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01CHARLES J. MCNELLIS
0012020-01-01
0012019-01-01
0012018-01-01CHARLES J. MCNELLIS
0012017-01-01CHARLES J. MCNELLIS
0012016-01-01CHARLES J. MCNELLIS
0012015-01-01CHARLES J. MCNELLIS
0012014-01-01CHARLES J. MCNELLIS
0012013-01-01CHARLES J. MCNELLIS
0012012-01-01CHARLES J. MCNELLIS
0012011-01-01CHARLES J. MCNELLIS
0012009-01-01CHARLES J. MCNELLIS
0012009-01-01JULIE MCLAREN

Plan Statistics for MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0115
Number of participants with account balances2020-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0117
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0115
Number of participants with account balances2019-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0116
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$482,583
Expenses. Total of all expenses incurred2021-12-31$4,983,059
Benefits paid (including direct rollovers)2021-12-31$4,982,882
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$4,500,476
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$65,181
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$367,337
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-4,500,476
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,500,476
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$50,065
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$700,620
Expenses. Total of all expenses incurred2020-12-31$143
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$4,500,476
Total plan assets at beginning of year2020-12-31$3,799,999
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$80,003
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$527,394
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$700,477
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,500,476
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,799,999
Assets. Value of participant loans2020-12-31$44,565
Total contributions received or receivable from employer(s)2020-12-31$93,223
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$143
2019 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$735,177
Expenses. Total of all expenses incurred2019-12-31$96,083
Benefits paid (including direct rollovers)2019-12-31$96,007
Total plan assets at end of year2019-12-31$3,799,999
Total plan assets at beginning of year2019-12-31$3,160,905
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$75,951
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$568,356
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$639,094
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,799,999
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,160,905
Assets. Value of participant loans2019-12-31$31,589
Total contributions received or receivable from employer(s)2019-12-31$90,870
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$76
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$28,143
Total income from all sources2018-12-31$-3,425
Expenses. Total of all expenses incurred2018-12-31$87,475
Benefits paid (including direct rollovers)2018-12-31$87,400
Total plan assets at end of year2018-12-31$3,160,905
Total plan assets at beginning of year2018-12-31$3,279,948
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$70,098
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-161,839
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-90,900
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,160,905
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,251,805
Assets. Value of participant loans2018-12-31$36,925
Total contributions received or receivable from employer(s)2018-12-31$88,316
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$28,143
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$571,909
Expenses. Total of all expenses incurred2017-12-31$131,413
Benefits paid (including direct rollovers)2017-12-31$103,220
Total plan assets at end of year2017-12-31$3,279,948
Total plan assets at beginning of year2017-12-31$2,811,309
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$89,939
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$397,577
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$440,496
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,251,805
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,811,309
Assets. Value of participant loans2017-12-31$41,618
Total contributions received or receivable from employer(s)2017-12-31$84,393
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$28,143
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$310,570
Expenses. Total of all expenses incurred2016-12-31$22,254
Benefits paid (including direct rollovers)2016-12-31$22,060
Total plan assets at end of year2016-12-31$2,811,309
Total plan assets at beginning of year2016-12-31$2,522,993
Total contributions received or receivable from participants2016-12-31$54,703
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$175,980
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$288,316
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,811,309
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,522,993
Assets. Value of participant loans2016-12-31$46,304
Total contributions received or receivable from employer(s)2016-12-31$79,887
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$194
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$50
Total income from all sources2015-12-31$109,703
Expenses. Total of all expenses incurred2015-12-31$635
Benefits paid (including direct rollovers)2015-12-31$402
Total plan assets at end of year2015-12-31$2,522,993
Total plan assets at beginning of year2015-12-31$2,413,975
Total contributions received or receivable from participants2015-12-31$50,972
Expenses. Other expenses not covered elsewhere2015-12-31$233
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-14,128
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$109,068
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,522,993
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,413,925
Assets. Value of participant loans2015-12-31$8,728
Total contributions received or receivable from employer(s)2015-12-31$72,859
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$50
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$242,658
Expenses. Total of all expenses incurred2014-12-31$21,878
Benefits paid (including direct rollovers)2014-12-31$20,582
Total plan assets at end of year2014-12-31$2,413,975
Total plan assets at beginning of year2014-12-31$2,193,145
Value of fidelity bond covering the plan2014-12-31$220,000
Total contributions received or receivable from participants2014-12-31$43,622
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$8,425
Other income received2014-12-31$118,490
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$220,780
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,413,925
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,193,145
Assets. Value of participant loans2014-12-31$12,531
Total contributions received or receivable from employer(s)2014-12-31$72,121
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$406,968
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,193,145
Total plan assets at beginning of year2013-12-31$1,786,177
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$37,480
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$301,153
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$406,968
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,193,145
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,786,177
Assets. Value of participant loans2013-12-31$5,020
Total contributions received or receivable from employer(s)2013-12-31$68,335
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$285,797
Expenses. Total of all expenses incurred2012-12-31$76,944
Benefits paid (including direct rollovers)2012-12-31$76,849
Total plan assets at end of year2012-12-31$1,786,177
Total plan assets at beginning of year2012-12-31$1,577,324
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$37,124
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$193,109
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$208,853
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,786,177
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,577,324
Assets. Value of participant loans2012-12-31$9,218
Total contributions received or receivable from employer(s)2012-12-31$55,564
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$95
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$5,888
Expenses. Total of all expenses incurred2011-12-31$19,760
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,577,324
Total plan assets at beginning of year2011-12-31$1,591,196
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$35,169
Expenses. Other expenses not covered elsewhere2011-12-31$19,760
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-82,484
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-13,872
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,577,324
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,591,196
Assets. Value of participant loans2011-12-31$13,388
Total contributions received or receivable from employer(s)2011-12-31$53,203
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$319,375
Expenses. Total of all expenses incurred2010-12-31$734,076
Benefits paid (including direct rollovers)2010-12-31$734,076
Total plan assets at end of year2010-12-31$1,591,196
Total plan assets at beginning of year2010-12-31$2,005,897
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$45,171
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$216,215
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-414,701
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,591,196
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,005,897
Assets. Value of participant loans2010-12-31$17,856
Total contributions received or receivable from employer(s)2010-12-31$57,989
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

2021: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MCNELLIS & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875492
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875492
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875492
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number937423
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875492
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number937423
Policy instance 1

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