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MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameMCNARY AGENCY, INC. 401(K) PLAN AND TRUST
Plan identification number 001

MCNARY AGENCY, INC. 401(K) 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

MCNARY AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCNARY AGENCY, INC.
Employer identification number (EIN):381878094
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCNARY AGENCY, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DANIEL MCNARY DANIEL MCNARY2013-02-13
0012011-01-01WILLIAM R. MCNARY WILLIAM R. MCNARY2012-04-05
0012009-01-01WILLIAM MCNARY

Plan Statistics for MCNARY AGENCY, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for MCNARY AGENCY, INC. 401(K) PLAN AND TRUST

Measure Date Value
2014: MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
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 participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MCNARY AGENCY, INC. 401(K) PLAN AND TRUST

Measure Date Value
2014 : MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,050,826
Expenses. Total of all expenses incurred2014-12-31$134,689
Benefits paid (including direct rollovers)2014-12-31$134,689
Total plan assets at end of year2014-12-31$6,119,762
Total plan assets at beginning of year2014-12-31$5,203,625
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$64,592
Other income received2014-12-31$924,314
Net income (gross income less expenses)2014-12-31$916,137
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,119,762
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,203,625
Assets. Value of assets in partnership/joint-venture interests2014-12-31$800,000
Total contributions received or receivable from employer(s)2014-12-31$61,920
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2013 401k financial data
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$802,628
Expenses. Total of all expenses incurred2013-12-31$138,068
Benefits paid (including direct rollovers)2013-12-31$138,068
Total plan assets at end of year2013-12-31$5,203,625
Total plan assets at beginning of year2013-12-31$4,539,065
Total contributions received or receivable from participants2013-12-31$47,140
Other income received2013-12-31$717,293
Net income (gross income less expenses)2013-12-31$664,560
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,203,625
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,539,065
Assets. Value of assets in partnership/joint-venture interests2013-12-31$800,000
Total contributions received or receivable from employer(s)2013-12-31$38,195
2012 : MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$133,787
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$487,298
Expenses. Total of all expenses incurred2012-12-31$106,078
Benefits paid (including direct rollovers)2012-12-31$106,078
Total plan assets at end of year2012-12-31$4,539,065
Total plan assets at beginning of year2012-12-31$4,024,058
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$25,874
Other income received2012-12-31$428,052
Net income (gross income less expenses)2012-12-31$381,220
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,539,065
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,024,058
Assets. Value of participant loans2012-12-31$15,932
Total contributions received or receivable from employer(s)2012-12-31$33,372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$30,551
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-2,793
Expenses. Total of all expenses incurred2011-12-31$84,679
Benefits paid (including direct rollovers)2011-12-31$49,751
Total plan assets at end of year2011-12-31$4,024,058
Total plan assets at beginning of year2011-12-31$4,080,979
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$8,064
Other income received2011-12-31$-10,857
Net income (gross income less expenses)2011-12-31$-87,472
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,024,058
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,080,979
Value of certain deemed distributions of participant loans2011-12-31$34,928
2010 : MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$589,971
Expenses. Total of all expenses incurred2010-12-31$54,200
Benefits paid (including direct rollovers)2010-12-31$54,200
Total plan assets at end of year2010-12-31$4,080,979
Total plan assets at beginning of year2010-12-31$3,545,208
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$6,798
Other income received2010-12-31$583,173
Net income (gross income less expenses)2010-12-31$535,771
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,080,979
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,545,208
Assets. Value of participant loans2010-12-31$34,928

Form 5500 Responses for MCNARY AGENCY, INC. 401(K) PLAN AND TRUST

2014: MCNARY AGENCY, INC. 401(K) 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 - TrustYes
2013: MCNARY AGENCY, INC. 401(K) 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 - TrustYes
2012: MCNARY AGENCY, INC. 401(K) 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 - TrustYes
2011: MCNARY AGENCY, INC. 401(K) 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 - TrustYes
2009: MCNARY AGENCY, INC. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96515
Policy instance 1
Insurance contract or identification number96515
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,702
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,851
Insurance broker organization code?3
Insurance broker nameCADARET, GRANT & CO.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96515
Policy instance 1
Insurance contract or identification number96515
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,822
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $393
Insurance broker organization code?3
Insurance broker nameRBC CAPITAL MARKETS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96515
Policy instance 1
Insurance contract or identification number96515
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,366
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,183
Insurance broker organization code?3
Insurance broker nameRBC CAPITAL MARKETS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96515
Policy instance 1
Insurance contract or identification number96515
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,608
Total amount of fees paid to insurance companyUSD $785
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96515
Policy instance 1
Insurance contract or identification number96515
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,934
Total amount of fees paid to insurance companyUSD $2,558
Commission paid to Insurance BrokerUSD $6,967
Insurance broker organization code?3
Amount paid for insurance broker fees2558
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker name3

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