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HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 401k Plan overview

Plan NameHAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN
Plan identification number 002

HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.

401k Sponsoring company profile

HAUSMANN MCNALLY, S.C. has sponsored the creation of one or more 401k plans.

Company Name:HAUSMANN MCNALLY, S.C.
Employer identification number (EIN):391272666
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOHN MCNALLY
0022011-01-01JOHN MCNALLY
0022010-01-01JOHN MCNALLY
0022009-01-01JOHN MCNALLY

Financial Data on HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN

Measure Date Value
2017 : HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,283,196
Expenses. Total of all expenses incurred2017-12-31$648,169
Benefits paid (including direct rollovers)2017-12-31$533,784
Total plan assets at end of year2017-12-31$7,274,920
Total plan assets at beginning of year2017-12-31$6,639,893
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$1,283,196
Net income (gross income less expenses)2017-12-31$635,027
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,274,920
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,639,893
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$114,385
2016 : HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$101,696
Expenses. Total of all expenses incurred2016-12-31$497,167
Benefits paid (including direct rollovers)2016-12-31$400,000
Total plan assets at end of year2016-12-31$6,639,893
Total plan assets at beginning of year2016-12-31$7,035,364
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$101,696
Net income (gross income less expenses)2016-12-31$-395,471
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,639,893
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,035,364
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$97,167
2015 : HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$634,564
Expenses. Total of all expenses incurred2015-12-31$404,349
Benefits paid (including direct rollovers)2015-12-31$302,500
Total plan assets at end of year2015-12-31$7,035,364
Total plan assets at beginning of year2015-12-31$6,805,149
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$634,564
Net income (gross income less expenses)2015-12-31$230,215
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,035,364
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,805,149
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$101,849
2014 : HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$678,900
Expenses. Total of all expenses incurred2014-12-31$110,480
Benefits paid (including direct rollovers)2014-12-31$17,000
Total plan assets at end of year2014-12-31$6,805,149
Total plan assets at beginning of year2014-12-31$6,236,729
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$678,900
Net income (gross income less expenses)2014-12-31$568,420
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,805,149
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,236,729
Assets. Value of participant loans2014-12-31$951
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$93,480
2013 : HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,591,270
Expenses. Total of all expenses incurred2013-12-31$79,406
Total plan assets at end of year2013-12-31$6,236,729
Total plan assets at beginning of year2013-12-31$4,724,865
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$1,591,270
Net income (gross income less expenses)2013-12-31$1,511,864
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,236,729
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,724,865
Assets. Value of participant loans2013-12-31$1,557
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$79,406
2012 : HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$632,605
Expenses. Total of all expenses incurred2012-12-31$100,391
Benefits paid (including direct rollovers)2012-12-31$26,800
Total plan assets at end of year2012-12-31$4,724,865
Total plan assets at beginning of year2012-12-31$4,192,651
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$632,605
Net income (gross income less expenses)2012-12-31$532,214
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,724,865
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,192,651
Assets. Value of participant loans2012-12-31$2,284
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$73,591
2011 : HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-303,481
Expenses. Total of all expenses incurred2011-12-31$70,513
Total plan assets at end of year2011-12-31$4,192,651
Total plan assets at beginning of year2011-12-31$4,566,645
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-303,481
Net income (gross income less expenses)2011-12-31$-373,994
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,192,651
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,566,645
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$70,513
2010 : HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$470,751
Expenses. Total of all expenses incurred2010-12-31$74,894
Benefits paid (including direct rollovers)2010-12-31$8,240
Total plan assets at end of year2010-12-31$4,566,645
Total plan assets at beginning of year2010-12-31$4,170,788
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$470,751
Net income (gross income less expenses)2010-12-31$395,857
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,566,645
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,170,788
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$66,654

Form 5500 Responses for HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN

2017: HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAUSMANN MCNALLY, S.C. COMBINED PENSION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35593
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4712859
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35593
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4712859
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4712859
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35593
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35593
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4712859
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35593
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4712859
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4712859
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35593
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4712859
Policy instance 1

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