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THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 401k Plan overview

Plan NameTHE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN
Plan identification number 004

THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE MCGRAW GROUP OF AFFILIATED COMPANIES has sponsored the creation of one or more 401k plans.

Company Name:THE MCGRAW GROUP OF AFFILIATED COMPANIES
Employer identification number (EIN):472574722
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01SUSAN P TARNEY ANGIE STILLMAN2018-10-12
0042016-01-01SUSAN TARNEY SUSAN TARNEY2017-10-16
0042016-01-01

Plan Statistics for THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN

401k plan membership statisitcs for THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN

Measure Date Value
2022: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01285
Total number of active participants reported on line 7a of the Form 55002022-01-01203
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01286
Number of participants with account balances2022-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01302
Total number of active participants reported on line 7a of the Form 55002021-01-01190
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0190
Total of all active and inactive participants2021-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01283
Number of participants with account balances2021-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01302
Total number of active participants reported on line 7a of the Form 55002020-01-01196
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01297
Number of participants with account balances2020-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01329
Total number of active participants reported on line 7a of the Form 55002019-01-01198
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01301
Number of participants with account balances2019-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01311
Total number of active participants reported on line 7a of the Form 55002018-01-01215
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01327
Number of participants with account balances2018-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01312
Total number of active participants reported on line 7a of the Form 55002017-01-01193
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01305
Number of participants with account balances2017-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01305
Total number of active participants reported on line 7a of the Form 55002016-01-01250
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01310
Number of participants with account balances2016-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119

Financial Data on THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN

Measure Date Value
2022 : THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,579,737
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,645,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,633,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,682,135
Value of total assets at end of year2022-12-31$25,707,655
Value of total assets at beginning of year2022-12-31$29,932,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,867
Total interest from all sources2022-12-31$13,367
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$643,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$643,433
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,753,481
Participant contributions at end of year2022-12-31$121,276
Participant contributions at beginning of year2022-12-31$207,924
Assets. Other investments not covered elsewhere at end of year2022-12-31$53,393
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$48,416
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,311
Other income not declared elsewhere2022-12-31$-27,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,225,035
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,707,655
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,932,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,831,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,460,734
Interest on participant loans2022-12-31$9,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,701,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,215,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,215,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,890,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$882,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,633,431
Contract administrator fees2022-12-31$11,867
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2022-12-31271532099
2021 : THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,503,194
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,474,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,460,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,656,220
Value of total assets at end of year2021-12-31$29,932,690
Value of total assets at beginning of year2021-12-31$24,903,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,006
Total interest from all sources2021-12-31$11,556
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,634,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,634,910
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,601,263
Participant contributions at end of year2021-12-31$207,924
Participant contributions at beginning of year2021-12-31$185,537
Assets. Other investments not covered elsewhere at end of year2021-12-31$48,416
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$28,068
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$255,068
Other income not declared elsewhere2021-12-31$-10,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,029,081
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,932,690
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,903,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,460,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,946,702
Interest on participant loans2021-12-31$11,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,215,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,743,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,743,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,211,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$799,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,460,107
Contract administrator fees2021-12-31$14,006
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2021-12-31271532099
2020 : THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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$6,083,154
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,350,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,338,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,447,563
Value of total assets at end of year2020-12-31$24,903,609
Value of total assets at beginning of year2020-12-31$21,170,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,814
Total interest from all sources2020-12-31$15,841
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$817,912
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$817,912
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$1,540,778
Participant contributions at end of year2020-12-31$185,537
Participant contributions at beginning of year2020-12-31$298,968
Assets. Other investments not covered elsewhere at end of year2020-12-31$28,068
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$44,926
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$100,848
Other income not declared elsewhere2020-12-31$-47,758
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$3,732,679
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,903,609
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,170,930
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$22,946,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,979,597
Interest on participant loans2020-12-31$15,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,743,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,847,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,847,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,849,596
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$805,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,338,661
Contract administrator fees2020-12-31$11,814
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 name2020-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2020-12-31271532099
2019 : THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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$6,024,152
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,605,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,590,150
Value of total corrective distributions2019-12-31$277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,307,266
Value of total assets at end of year2019-12-31$21,170,930
Value of total assets at beginning of year2019-12-31$16,752,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,853
Total interest from all sources2019-12-31$15,340
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$682,590
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$682,590
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,250,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$1,561,701
Participant contributions at end of year2019-12-31$298,968
Participant contributions at beginning of year2019-12-31$210,707
Assets. Other investments not covered elsewhere at end of year2019-12-31$44,926
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-96
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$4,418,872
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,170,930
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,752,058
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$18,979,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,884,977
Interest on participant loans2019-12-31$15,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,847,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,656,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,656,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,019,052
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$745,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,590,150
Contract administrator fees2019-12-31$14,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2019-12-31271532099
2018 : THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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$988,490
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$960,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$948,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,134,428
Value of total assets at end of year2018-12-31$16,752,058
Value of total assets at beginning of year2018-12-31$16,723,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,648
Total interest from all sources2018-12-31$12,485
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$634,427
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$634,427
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,250,000
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$1,383,277
Participant contributions at end of year2018-12-31$210,707
Participant contributions at beginning of year2018-12-31$273,983
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$243,177
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$28,101
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,752,058
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,723,957
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$14,884,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,987,058
Interest on participant loans2018-12-31$12,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,656,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,462,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,462,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,792,850
Net investment gain or loss from common/collective trusts2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$507,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$948,741
Contract administrator fees2018-12-31$11,648
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 name2018-12-31JLK ROSENBERGER, LLP
Accountancy firm EIN2018-12-31271532099
2017 : THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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$5,334,011
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,392,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,375,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,639,414
Value of total assets at end of year2017-12-31$16,723,957
Value of total assets at beginning of year2017-12-31$15,782,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,873
Total interest from all sources2017-12-31$13,975
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$560,685
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$560,685
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,250,000
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$1,427,115
Participant contributions at end of year2017-12-31$273,983
Participant contributions at beginning of year2017-12-31$241,913
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,256,915
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$486,900
Other income not declared elsewhere2017-12-31$265,105
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$941,766
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,723,957
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,782,191
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$14,987,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,650,181
Interest on participant loans2017-12-31$13,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,462,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,633,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,633,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,854,832
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$725,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,375,372
Contract administrator fees2017-12-31$16,873
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 name2017-12-31BPM LLP
Accountancy firm EIN2017-12-31814234542
2016 : THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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$3,246,878
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,918,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,904,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,111,673
Value of total assets at end of year2016-12-31$15,782,191
Value of total assets at beginning of year2016-12-31$14,454,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,920
Total interest from all sources2016-12-31$15,008
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$380,257
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$380,257
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,250,000
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$1,466,164
Participant contributions at end of year2016-12-31$241,913
Participant contributions at beginning of year2016-12-31$333,103
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,256,915
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,984,639
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$53,694
Other income not declared elsewhere2016-12-31$150,149
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$1,328,040
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,782,191
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,454,151
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$11,650,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,668,287
Interest on participant loans2016-12-31$15,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,633,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,468,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,468,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$589,791
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$591,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,904,918
Contract administrator fees2016-12-31$13,920
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 name2016-12-31BPM LLP
Accountancy firm EIN2016-12-31814234542

Form 5500 Responses for THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN

2022: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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