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Plan Name | MAHONEY, DOUGHERTY AND MAHONEY RETIREMENT SAVINGS PLAN AND TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MAHONEY, DOUGHERTY & MAHONEY P.A. |
Employer identification number (EIN): | 410963331 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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003 | 2017-07-01 | PATRICK E. MAHONEY | 2018-09-20 | PATRICK E. MAHONEY | 2018-09-20 |
003 | 2016-07-01 | RICHARD P. MAHONEY | 2018-01-18 | RICHARD P. MAHONEY | 2018-01-18 |
003 | 2015-07-01 | RICHARD P. MAHONEY | 2017-01-25 | RICHARD P. MAHONEY | 2017-01-25 |
003 | 2014-07-01 | TERI GRIFFITH | 2016-01-29 | ||
003 | 2013-07-01 | TRACY HENGEL | 2014-12-17 | TRACY HENGEL | 2014-12-17 |
003 | 2012-07-01 | TRACY HENGEL | 2014-03-13 | RICHARD P. MAHONEY | 2014-03-13 |
003 | 2011-07-01 | TRACY HENGEL | 2013-04-01 | TRACY HENGEL | 2013-04-01 |
003 | 2009-07-01 | TRACY HENGEL |
Measure | Date | Value |
---|---|---|
2009: MAHONEY, DOUGHERTY AND MAHONEY RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 17 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 14 |
Total of all active and inactive participants | 2009-07-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 31 |
Number of participants with account balances | 2009-07-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
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2011 : MAHONEY, DOUGHERTY AND MAHONEY RETIREMENT SAVINGS PLAN AND TRUST 2011 401k financial data | ||
Total income from all sources | 2011-06-30 | $644,886 |
Expenses. Total of all expenses incurred | 2011-06-30 | $137,620 |
Benefits paid (including direct rollovers) | 2011-06-30 | $121,912 |
Total plan assets at end of year | 2011-06-30 | $2,999,699 |
Total plan assets at beginning of year | 2011-06-30 | $2,492,433 |
Value of fidelity bond covering the plan | 2011-06-30 | $325,000 |
Total contributions received or receivable from participants | 2011-06-30 | $58,207 |
Other income received | 2011-06-30 | $570,746 |
Net income (gross income less expenses) | 2011-06-30 | $507,266 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $2,999,699 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $2,492,433 |
Assets. Value of participant loans | 2011-06-30 | $36,203 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-06-30 | $58,207 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $15,933 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $15,708 |
2010 : MAHONEY, DOUGHERTY AND MAHONEY RETIREMENT SAVINGS PLAN AND TRUST 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2009: MAHONEY, DOUGHERTY AND MAHONEY RETIREMENT SAVINGS PLAN AND TRUST 2009 form 5500 responses | ||
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66419 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 30037 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 2888 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 177816 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||
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