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MCKINNEY RETIREMENT PLAN 401k Plan overview

Plan NameMCKINNEY RETIREMENT PLAN
Plan identification number 002

MCKINNEY RETIREMENT PLAN 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

MCKINNEY VENTURES, LLC has sponsored the creation of one or more 401k plans.

Company Name:MCKINNEY VENTURES, LLC
Employer identification number (EIN):460729473
NAIC Classification:541800

Additional information about MCKINNEY VENTURES, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-03-16
Company Identification Number: 0802964070
Legal Registered Office Address: 5836 101ST ST

LUBBOCK
United States of America (USA)
79424

More information about MCKINNEY VENTURES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKINNEY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CLAUDINE DUSABLON TIMOTHY JONES2018-08-31
0022016-01-01CLAUDINE DUSABLON TIMOTHY JONES2017-10-11
0022016-01-01
0022015-01-01CLAUDINE DUSABLON TIMOTHY P JONES2016-10-13
0022014-01-01CLAUDINE DUSABLON TIMOTHY P JONES2015-10-13
0022013-01-01CLAUDINE DUSABLON TIMOTHY P JONES2014-08-01
0022012-01-01CLAUDINE DUSABLON TIMOTHY JONES2013-10-10

Plan Statistics for MCKINNEY RETIREMENT PLAN

401k plan membership statisitcs for MCKINNEY RETIREMENT PLAN

Measure Date Value
2020: MCKINNEY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-01140
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0187
Total of all active and inactive participants2020-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01227
Number of participants with account balances2020-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: MCKINNEY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01197
Total number of active participants reported on line 7a of the Form 55002019-01-01144
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01223
Number of participants with account balances2019-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MCKINNEY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01237
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01197
Number of participants with account balances2018-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: MCKINNEY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01211
Total number of active participants reported on line 7a of the Form 55002017-01-01159
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01237
Number of participants with account balances2017-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: MCKINNEY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01269
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0180
Total of all active and inactive participants2016-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01199
Number of participants with account balances2016-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: MCKINNEY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01256
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01269
Number of participants with account balances2015-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: MCKINNEY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01237
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01256
Number of participants with account balances2014-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: MCKINNEY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01265
Total number of active participants reported on line 7a of the Form 55002013-01-01169
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01237
Number of participants with account balances2013-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: MCKINNEY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01239
Total number of active participants reported on line 7a of the Form 55002012-01-01208
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01265
Number of participants with account balances2012-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111

Financial Data on MCKINNEY RETIREMENT PLAN

Measure Date Value
2020 : MCKINNEY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,998,379
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,989,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,818,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,669,215
Value of total assets at end of year2020-12-31$24,301,972
Value of total assets at beginning of year2020-12-31$20,293,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$170,996
Total interest from all sources2020-12-31$40,301
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$118,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$118,083
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,249,759
Participant contributions at end of year2020-12-31$141,065
Participant contributions at beginning of year2020-12-31$128,112
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,331,060
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,973,506
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$157,809
Other income not declared elsewhere2020-12-31$68,990
Administrative expenses (other) incurred2020-12-31$170,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,008,409
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,301,972
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,293,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,673,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,854,704
Value of interest in pooled separate accounts at end of year2020-12-31$4,897,425
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,731,717
Interest on participant loans2020-12-31$7,440
Interest earned on other investments2020-12-31$32,861
Value of interest in common/collective trusts at end of year2020-12-31$4,258,607
Value of interest in common/collective trusts at beginning of year2020-12-31$4,605,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,704,886
Net investment gain/loss from pooled separate accounts2020-12-31$1,591,354
Net investment gain or loss from common/collective trusts2020-12-31$805,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$261,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,818,974
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : MCKINNEY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,417,845
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,705,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,540,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,338,937
Value of total assets at end of year2019-12-31$20,293,563
Value of total assets at beginning of year2019-12-31$17,580,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$164,569
Total interest from all sources2019-12-31$42,027
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$134,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$134,270
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,084,268
Participant contributions at end of year2019-12-31$128,112
Participant contributions at beginning of year2019-12-31$155,316
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,973,506
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,879,293
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,099
Other income not declared elsewhere2019-12-31$66,143
Administrative expenses (other) incurred2019-12-31$164,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,712,609
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,293,563
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,580,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,854,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,133,435
Value of interest in pooled separate accounts at end of year2019-12-31$4,731,717
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,910,566
Interest on participant loans2019-12-31$8,969
Interest earned on other investments2019-12-31$33,058
Value of interest in common/collective trusts at end of year2019-12-31$4,605,524
Value of interest in common/collective trusts at beginning of year2019-12-31$3,502,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,718,036
Net investment gain/loss from pooled separate accounts2019-12-31$1,113,322
Net investment gain or loss from common/collective trusts2019-12-31$1,005,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$214,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,540,667
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : MCKINNEY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$355,098
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,708,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,523,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,475,086
Value of total assets at end of year2018-12-31$17,580,954
Value of total assets at beginning of year2018-12-31$18,934,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$185,576
Total interest from all sources2018-12-31$37,358
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$143,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$143,077
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,024,094
Participant contributions at end of year2018-12-31$155,316
Participant contributions at beginning of year2018-12-31$69,142
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,879,293
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,628,212
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$211,228
Other income not declared elsewhere2018-12-31$20,225
Administrative expenses (other) incurred2018-12-31$185,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,353,498
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,580,954
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,934,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,133,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,519,343
Value of interest in pooled separate accounts at end of year2018-12-31$3,910,566
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,390,017
Interest on participant loans2018-12-31$4,865
Interest earned on other investments2018-12-31$32,493
Value of interest in common/collective trusts at end of year2018-12-31$3,502,344
Value of interest in common/collective trusts at beginning of year2018-12-31$4,327,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-940,808
Net investment gain/loss from pooled separate accounts2018-12-31$-174,088
Net investment gain or loss from common/collective trusts2018-12-31$-205,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$239,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,523,020
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : MCKINNEY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,112,897
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$987,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$925,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$933,388
Value of total assets at end of year2017-12-31$18,934,452
Value of total assets at beginning of year2017-12-31$15,808,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,045
Total interest from all sources2017-12-31$22,809
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$104,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$104,537
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$933,388
Participant contributions at end of year2017-12-31$69,142
Participant contributions at beginning of year2017-12-31$72,939
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,628,212
Other income not declared elsewhere2017-12-31$57,760
Administrative expenses (other) incurred2017-12-31$61,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,125,888
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,934,452
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,808,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,519,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,539,552
Value of interest in pooled separate accounts at end of year2017-12-31$4,390,017
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,742,770
Interest on participant loans2017-12-31$3,130
Interest earned on other investments2017-12-31$19,679
Value of interest in common/collective trusts at end of year2017-12-31$4,327,738
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,453,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$920,752
Net investment gain/loss from pooled separate accounts2017-12-31$1,784,904
Net investment gain or loss from common/collective trusts2017-12-31$288,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$925,964
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : MCKINNEY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,022,397
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,042,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,995,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,110,838
Value of total assets at end of year2016-12-31$15,808,564
Value of total assets at beginning of year2016-12-31$16,828,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,459
Total interest from all sources2016-12-31$22,632
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$44,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$44,222
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,106,077
Participant contributions at end of year2016-12-31$72,939
Participant contributions at beginning of year2016-12-31$196,734
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,761
Other income not declared elsewhere2016-12-31$40,382
Administrative expenses (other) incurred2016-12-31$47,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,020,261
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,808,564
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,828,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,539,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,434,103
Value of interest in pooled separate accounts at end of year2016-12-31$9,742,770
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,729,972
Interest on participant loans2016-12-31$4,597
Interest earned on other investments2016-12-31$18,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,453,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,468,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$427,766
Net investment gain/loss from pooled separate accounts2016-12-31$376,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,995,199
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : MCKINNEY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,312,257
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,151,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,147,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,443,793
Value of total assets at end of year2015-12-31$16,828,825
Value of total assets at beginning of year2015-12-31$16,667,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,185
Total interest from all sources2015-12-31$25,953
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$56,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$56,660
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,404,837
Participant contributions at end of year2015-12-31$196,734
Participant contributions at beginning of year2015-12-31$116,933
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$38,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$3,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$161,078
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,828,825
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,667,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,434,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,514,036
Value of interest in pooled separate accounts at end of year2015-12-31$10,729,972
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,501,810
Interest on participant loans2015-12-31$5,559
Interest earned on other investments2015-12-31$20,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,468,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,471,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$5,976
Net investment gain/loss from pooled separate accounts2015-12-31$-220,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$270
Employer contributions (assets) at beginning of year2015-12-31$63,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,147,994
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : MCKINNEY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,506
Total income from all sources (including contributions)2014-12-31$2,822,542
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,182,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,176,578
Value of total corrective distributions2014-12-31$19,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,827,960
Value of total assets at end of year2014-12-31$16,667,747
Value of total assets at beginning of year2014-12-31$15,043,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-12,866
Total interest from all sources2014-12-31$22,176
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$41,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$41,317
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,257,266
Participant contributions at end of year2014-12-31$116,933
Participant contributions at beginning of year2014-12-31$74,808
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$267,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$15,506
Administrative expenses (other) incurred2014-12-31$-12,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,639,557
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,667,747
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,028,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,514,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,219,518
Value of interest in pooled separate accounts at end of year2014-12-31$10,501,810
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,401,745
Interest on participant loans2014-12-31$3,419
Interest earned on other investments2014-12-31$18,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,471,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,347,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$453,676
Net investment gain/loss from pooled separate accounts2014-12-31$477,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$303,032
Employer contributions (assets) at end of year2014-12-31$63,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,176,578
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : MCKINNEY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,578,148
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,126,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,119,976
Expenses. Certain deemed distributions of participant loans2013-12-31$-475
Value of total corrective distributions2013-12-31$2,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,740,266
Value of total assets at end of year2013-12-31$15,043,696
Value of total assets at beginning of year2013-12-31$11,576,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,991
Total interest from all sources2013-12-31$21,127
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$34,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$34,593
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,285,621
Participant contributions at end of year2013-12-31$74,808
Participant contributions at beginning of year2013-12-31$73,072
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$454,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$15,506
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$3,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,451,779
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,028,190
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,576,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,219,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,009,123
Value of interest in pooled separate accounts at end of year2013-12-31$9,401,745
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,008,807
Interest on participant loans2013-12-31$3,140
Interest earned on other investments2013-12-31$17,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,347,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,200,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,172,348
Net investment gain/loss from pooled separate accounts2013-12-31$609,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at beginning of year2013-12-31$285,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,119,976
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : MCKINNEY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,932,877
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$760,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$758,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,659,361
Value of total assets at end of year2012-12-31$11,576,411
Value of total assets at beginning of year2012-12-31$9,403,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,879
Total interest from all sources2012-12-31$24,019
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$31,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$31,713
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,099,941
Participant contributions at end of year2012-12-31$73,072
Participant contributions at beginning of year2012-12-31$69,812
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$274,076
Administrative expenses (other) incurred2012-12-31$1,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,172,702
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,576,411
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,403,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,009,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,491,863
Value of interest in pooled separate accounts at end of year2012-12-31$7,008,807
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,454,568
Interest on participant loans2012-12-31$3,109
Interest earned on other investments2012-12-31$20,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,200,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,116,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$303,431
Net investment gain/loss from pooled separate accounts2012-12-31$914,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$285,344
Employer contributions (assets) at end of year2012-12-31$285,344
Employer contributions (assets) at beginning of year2012-12-31$270,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$758,296
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590

Form 5500 Responses for MCKINNEY RETIREMENT PLAN

2020: MCKINNEY RETIREMENT PLAN 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: MCKINNEY RETIREMENT PLAN 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: MCKINNEY RETIREMENT PLAN 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: MCKINNEY RETIREMENT PLAN 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: MCKINNEY RETIREMENT PLAN 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: MCKINNEY RETIREMENT PLAN 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: MCKINNEY RETIREMENT PLAN 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: MCKINNEY RETIREMENT PLAN 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: MCKINNEY RETIREMENT PLAN 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041082
Policy instance 1
Insurance contract or identification number041082
Number of Individuals Covered227
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 individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041082
Policy instance 1
Insurance contract or identification number041082
Number of Individuals Covered223
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 individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041082
Policy instance 1
Insurance contract or identification number041082
Number of Individuals Covered237
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41082
Policy instance 1
Insurance contract or identification number41082
Number of Individuals Covered269
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31,102
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31102
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameAXA NETWORK, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41082
Policy instance 1
Insurance contract or identification number41082
Number of Individuals Covered256
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27,861
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees27861
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameAXA NETWORK, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41082
Policy instance 1
Insurance contract or identification number41082
Number of Individuals Covered231
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,746
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23746
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameAXA NETWORK, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41082
Policy instance 1
Insurance contract or identification number41082
Number of Individuals Covered265
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,849
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18849
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameAXA NETWORK, LLC

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