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MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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.
  • Life insurance

401k Sponsoring company profile

MCCLELLAND LAW FIRM, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MCCLELLAND LAW FIRM, A PROFESSIONAL CORPORATION
Employer identification number (EIN):431625752
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KELLY MCCLELLAND KELLY MCCLELLAND2019-05-10
0012017-01-01KELLY MCCLELLAND KELLY MCCLELLAND2018-10-15
0012016-01-01KELLY MCCLELLAND KELLY MCCLELLAND2017-06-14
0012015-01-01KELLY MCCLELLAND KELLY MCCLELLAND2016-10-17
0012014-01-01KELLY MCCLELLAND KELLY MCCLELLAND2015-09-29
0012013-01-01KELLY MCCLELLAND KELLY MCCLELLAND2014-07-31
0012012-01-01KELLY MCCLELLAND KELLY MCCLELLAND2013-09-26
0012011-01-01KELLY MCCLELLAND KELLY MCCLELLAND2012-10-11
0012010-01-01KELLY MCCLELLAND KELLY MCCLELLAND2011-07-22
0012009-01-01KELLY MCCLELLAND KELLY MCCLELLAND2010-08-05

Plan Statistics for MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0110
Total participants2022-01-0110
Number of participants with account balances2022-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0110
Total participants2021-01-0110
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-019
Total participants2020-01-019
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0112
Total participants2018-01-0112
Number of participants with account balances2018-01-0112
2017: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0111
Total participants2017-01-0111
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0110
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
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-125,472
Expenses. Total of all expenses incurred2022-12-31$53,244
Benefits paid (including direct rollovers)2022-12-31$53,244
Total plan assets at end of year2022-12-31$4,213,022
Total plan assets at beginning of year2022-12-31$4,391,738
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$108,944
Contributions received from other sources (not participants or employers)2022-12-31$53,919
Other income received2022-12-31$-449,626
Net income (gross income less expenses)2022-12-31$-178,716
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,213,022
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,391,738
Total contributions received or receivable from employer(s)2022-12-31$161,291
2021 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$646,068
Expenses. Total of all expenses incurred2021-12-31$48,408
Benefits paid (including direct rollovers)2021-12-31$48,408
Total plan assets at end of year2021-12-31$4,391,738
Total plan assets at beginning of year2021-12-31$3,794,078
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$107,093
Other income received2021-12-31$403,355
Net income (gross income less expenses)2021-12-31$597,660
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,391,738
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,794,078
Total contributions received or receivable from employer(s)2021-12-31$135,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$548,418
Expenses. Total of all expenses incurred2020-12-31$10,000
Benefits paid (including direct rollovers)2020-12-31$10,000
Total plan assets at end of year2020-12-31$3,794,078
Total plan assets at beginning of year2020-12-31$3,255,660
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$72,297
Other income received2020-12-31$347,428
Net income (gross income less expenses)2020-12-31$538,418
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,794,078
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,255,660
Total contributions received or receivable from employer(s)2020-12-31$128,693
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$848,220
Expenses. Total of all expenses incurred2019-12-31$1,393,086
Benefits paid (including direct rollovers)2019-12-31$1,393,086
Total plan assets at end of year2019-12-31$3,255,660
Total plan assets at beginning of year2019-12-31$3,800,526
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$80,762
Other income received2019-12-31$638,483
Net income (gross income less expenses)2019-12-31$-544,866
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,255,660
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,800,526
Total contributions received or receivable from employer(s)2019-12-31$128,975
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$12,886
Expenses. Total of all expenses incurred2018-12-31$152,779
Benefits paid (including direct rollovers)2018-12-31$152,779
Total plan assets at end of year2018-12-31$3,800,526
Total plan assets at beginning of year2018-12-31$3,940,419
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$76,541
Other income received2018-12-31$-183,895
Net income (gross income less expenses)2018-12-31$-139,893
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,800,526
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,940,419
Total contributions received or receivable from employer(s)2018-12-31$120,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$641,206
Expenses. Total of all expenses incurred2017-12-31$1,238,494
Benefits paid (including direct rollovers)2017-12-31$1,214,093
Total plan assets at end of year2017-12-31$3,940,419
Total plan assets at beginning of year2017-12-31$4,537,707
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$71,405
Expenses. Other expenses not covered elsewhere2017-12-31$118
Contributions received from other sources (not participants or employers)2017-12-31$885
Other income received2017-12-31$462,800
Net income (gross income less expenses)2017-12-31$-597,288
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,940,419
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,537,707
Total contributions received or receivable from employer(s)2017-12-31$106,116
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$24,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$338,702
2016 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$452,533
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$4,537,707
Total plan assets at beginning of year2016-12-31$4,085,174
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$87,625
Other income received2016-12-31$251,500
Net income (gross income less expenses)2016-12-31$452,533
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,537,707
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,085,174
Total contributions received or receivable from employer(s)2016-12-31$113,408
2015 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total income from all sources2015-12-31$231,528
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$4,085,174
Total plan assets at beginning of year2015-12-31$3,853,646
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$102,084
Other income received2015-12-31$7,719
Net income (gross income less expenses)2015-12-31$231,528
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,085,174
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,853,646
Total contributions received or receivable from employer(s)2015-12-31$121,725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$367,282
Expenses. Total of all expenses incurred2014-12-31$72,103
Benefits paid (including direct rollovers)2014-12-31$72,035
Total plan assets at end of year2014-12-31$3,853,646
Total plan assets at beginning of year2014-12-31$3,558,467
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$96,060
Other income received2014-12-31$160,961
Net income (gross income less expenses)2014-12-31$295,179
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,853,646
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,558,467
Total contributions received or receivable from employer(s)2014-12-31$110,261
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$68
2013 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$612,223
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$3,558,467
Total plan assets at beginning of year2013-12-31$2,946,244
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$96,273
Other income received2013-12-31$409,252
Net income (gross income less expenses)2013-12-31$612,223
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,558,467
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,946,244
Total contributions received or receivable from employer(s)2013-12-31$106,698
2012 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$2,623
Total income from all sources2012-12-31$466,913
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$2,946,244
Total plan assets at beginning of year2012-12-31$2,481,954
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$97,953
Contributions received from other sources (not participants or employers)2012-12-31$41,152
Other income received2012-12-31$218,696
Net income (gross income less expenses)2012-12-31$466,913
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,946,244
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,479,331
Total contributions received or receivable from employer(s)2012-12-31$109,112
2011 : MCCLELLAND LAW FIRM, P.C. 401(K) 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$2,623
Total plan liabilities at beginning of year2011-12-31$2,595
Total income from all sources2011-12-31$192,132
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,481,954
Total plan assets at beginning of year2011-12-31$2,289,794
Value of fidelity bond covering the plan2011-12-31$175,000
Total contributions received or receivable from participants2011-12-31$94,165
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-17,275
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$192,132
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,479,331
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,287,199
Total contributions received or receivable from employer(s)2011-12-31$115,242
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MCCLELLAND LAW FIRM, P.C. 401(K) 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$2,595
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$374,289
Expenses. Total of all expenses incurred2010-12-31$38,716
Benefits paid (including direct rollovers)2010-12-31$3,529
Total plan assets at end of year2010-12-31$2,289,794
Total plan assets at beginning of year2010-12-31$1,951,626
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$91,589
Expenses. Other expenses not covered elsewhere2010-12-31$35,187
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$174,340
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$335,573
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,287,199
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,951,626
Total contributions received or receivable from employer(s)2010-12-31$108,360
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
2009 : MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

2022: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCCLELLAND LAW FIRM, P.C. 401(K) 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 filingNo
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCCLELLAND LAW FIRM, P.C. 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCCLELLAND LAW FIRM, P.C. 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCCLELLAND LAW FIRM, P.C. 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCCLELLAND LAW FIRM, P.C. 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCCLELLAND LAW FIRM, P.C. 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCCLELLAND LAW FIRM, P.C. 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCCLELLAND LAW FIRM, P.C. 401(K) 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: MCCLELLAND LAW FIRM, P.C. 401(K) 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: MCCLELLAND LAW FIRM, P.C. 401(K) 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: MCCLELLAND LAW FIRM, P.C. 401(K) 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
2010: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
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: MCCLELLAND LAW FIRM, P.C. 401(K) PROFIT SHARING 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 – 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 number43973
Policy instance 1
Insurance contract or identification number43973
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $51
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
Amount paid for insurance broker fees51
Insurance broker organization code?3
Insurance broker nameJAMES M. COOPERSMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $847
Total amount of fees paid to insurance companyUSD $144
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
Commission paid to Insurance BrokerUSD $486
Amount paid for insurance broker fees112
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameRPS FINANCIAL GROUP INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,333
Total amount of fees paid to insurance companyUSD $247
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
Commission paid to Insurance BrokerUSD $972
Amount paid for insurance broker fees202
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameRPS FINANCIAL GROUP INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,333
Total amount of fees paid to insurance companyUSD $416
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
Commission paid to Insurance BrokerUSD $972
Amount paid for insurance broker fees371
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameRPS FINANCIAL GROUP INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,516
Total amount of fees paid to insurance companyUSD $486
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
Commission paid to Insurance BrokerUSD $1,155
Amount paid for insurance broker fees440
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameRPS FINANCIAL GROUP INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,155
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number43973
Policy instance 1
Insurance contract or identification number43973
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,863
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractWHOLE LIFE INSURANCE
Commission paid to Insurance BrokerUSD $1,863
Additional information about fees paid to insurance brokerSERVICING FEES
Insurance broker organization code?3
Insurance broker nameJAMES M. COOPERSMITH

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