MCDONALD & ASSOCIATES CPA PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST
| Measure | Date | Value |
|---|
| 2025 : MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-23 | 170403 |
| Net assets as of the end of the plan year | 2025-06-23 | 5130088 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 4507992 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 400000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 132864 |
| Other expenses paid from plan in this plan year | 2025-06-23 | 157 |
| Other income to plan in this plan year | 2025-06-23 | 600750 |
| Plan net income in this plan year | 2025-06-23 | 622096 |
| Net assets as of the end of the plan year | 2025-06-23 | 5130088 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 4507992 |
| Employer contributions to plan in this plan year | 2025-06-23 | 58885 |
| Fees paid to broker by Benefit Provider | 2025-06-23 | 14535 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 35771 |
| 2024 : MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-07 | 30271 |
| Net assets as of the end of the plan year | 2024-08-07 | 4507992 |
| Total assets as of the beginning of the plan year | 2024-08-07 | 3710966 |
| Value of plan covered by a fidelity bond | 2024-08-07 | 400000 |
| Participant contributions to plan in this plan year | 2024-08-07 | 119695 |
| Other expenses paid from plan in this plan year | 2024-08-07 | 461 |
| Other income to plan in this plan year | 2024-08-07 | 650448 |
| Plan net income in this plan year | 2024-08-07 | 797026 |
| Net assets as of the end of the plan year | 2024-08-07 | 4507992 |
| Net assets as of the beginning of the plan year | 2024-08-07 | 3710966 |
| Employer contributions to plan in this plan year | 2024-08-07 | 57154 |
| Fees paid to broker by Benefit Provider | 2024-08-07 | 12051 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-07 | 29810 |
| 2022 : MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-20 | 41247 |
| Net assets as of the end of the plan year | 2022-09-20 | 4253598 |
| Total assets as of the beginning of the plan year | 2022-09-20 | 3567524 |
| Value of plan covered by a fidelity bond | 2022-09-20 | 400000 |
| Participant contributions to plan in this plan year | 2022-09-20 | 124448 |
| Other expenses paid from plan in this plan year | 2022-09-20 | 434 |
| Other income to plan in this plan year | 2022-09-20 | 540003 |
| Plan net income in this plan year | 2022-09-20 | 686075 |
| Net assets as of the end of the plan year | 2022-09-20 | 4253598 |
| Net assets as of the beginning of the plan year | 2022-09-20 | 3567524 |
| Employer contributions to plan in this plan year | 2022-09-20 | 62871 |
| Fees paid to broker by Benefit Provider | 2022-09-20 | 11699 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-20 | 32139 |
| 2010 : MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $176,444 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,584 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $10,359 |
| Total plan assets at end of year | 2010-12-31 | $979,687 |
| Total plan assets at beginning of year | 2010-12-31 | $813,827 |
| Value of fidelity bond covering the plan | 2010-12-31 | $140,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $83,847 |
| Other income received | 2010-12-31 | $58,644 |
| Net income (gross income less expenses) | 2010-12-31 | $165,860 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $979,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $813,827 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $33,953 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MCDONALD & ASSOCIATES EMPLOYEES 401(K) PROFIT SHARING TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
