401k Plan data: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN plan

MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 401k Plan overview

Plan Name	MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN
Plan identification number	009

MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

MCKENNA LONG & ALDRIDGE LLP has sponsored the creation of one or more 401k plans.

Company Name: MCKENNA LONG & ALDRIDGE LLP

Employer identification number (EIN): 521237458

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2014-01-01 LISA STIPANCIC
009 2014-01-01 LISA STIPANCIC
009 2013-01-01 ROGER RUSHING
009 2012-01-01 ROGER RUSHING ROGER RUSHING 2013-07-25
009 2011-01-01 ROGER RUSHING
009 2010-01-01 ROGER RUSHING ROGER RUSHING 2011-07-18
009 2009-01-01 ROGER L. RUSHING
009 2009-01-01 ROGER L. RUSHING

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
009	2014-01-01	LISA STIPANCIC
009	2014-01-01	LISA STIPANCIC
009	2013-01-01	ROGER RUSHING
009	2012-01-01	ROGER RUSHING	ROGER RUSHING	2013-07-25
009	2011-01-01	ROGER RUSHING
009	2010-01-01	ROGER RUSHING	ROGER RUSHING	2011-07-18
009	2009-01-01	ROGER L. RUSHING
009	2009-01-01	ROGER L. RUSHING

Plan Statistics for MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN

401k plan membership statisitcs for MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN

Measure Date Value
2014: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 159
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 146
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 45
Total of all active and inactive participants 2013-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 107
Number of retired or separated participants receiving benefits 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 104
Number of retired or separated participants receiving benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 106
Number of retired or separated participants receiving benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 110
Number of retired or separated participants receiving benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 119
Total participants 2009-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	159
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	146
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	45
Total of all active and inactive participants	2013-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	107
Number of retired or separated participants receiving benefits	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	104
Number of retired or separated participants receiving benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	106
Number of retired or separated participants receiving benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	110
Number of retired or separated participants receiving benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	119
Total participants	2009-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN

Measure	Date	Value
2014 : MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$0
Total income from all sources (including contributions)	2014-12-31	$10,876,652
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$11,638,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,638,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$7,698,850
Value of total assets at end of year	2014-12-31	$53,446,814
Value of total assets at beginning of year	2014-12-31	$54,208,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-761,452
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$53,446,814
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$54,208,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in common/collective trusts at end of year	2014-12-31	$45,747,964
Value of interest in common/collective trusts at beginning of year	2014-12-31	$46,020,866
Net investment gain or loss from common/collective trusts	2014-12-31	$3,177,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$7,698,850
Employer contributions (assets) at end of year	2014-12-31	$7,698,850
Employer contributions (assets) at beginning of year	2014-12-31	$8,187,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$11,638,104
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	COHNREZNICK
Accountancy firm EIN	2014-12-31	221478099
2013 : MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
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	$11,610,254
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,444,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,444,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$8,187,400
Value of total assets at end of year	2013-12-31	$54,208,266
Value of total assets at beginning of year	2013-12-31	$44,042,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$10,165,360
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$54,208,266
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$44,042,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in common/collective trusts at end of year	2013-12-31	$46,020,866
Value of interest in common/collective trusts at beginning of year	2013-12-31	$35,380,106
Net investment gain or loss from common/collective trusts	2013-12-31	$3,422,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$8,187,400
Employer contributions (assets) at end of year	2013-12-31	$8,187,400
Employer contributions (assets) at beginning of year	2013-12-31	$8,662,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,444,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	COHNREZNICK
Accountancy firm EIN	2013-12-31	221478099
2012 : MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$4,517,758
Expenses. Total of all expenses incurred	2012-12-31	$1,239,884
Benefits paid (including direct rollovers)	2012-12-31	$1,239,884
Total plan assets at end of year	2012-12-31	$36,825,000
Total plan assets at beginning of year	2012-12-31	$33,547,126
Value of fidelity bond covering the plan	2012-12-31	$8,000,000
Other income received	2012-12-31	$3,072,864
Net income (gross income less expenses)	2012-12-31	$3,277,874
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$36,825,000
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$33,547,126
Total contributions received or receivable from employer(s)	2012-12-31	$1,444,894
2011 : MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$12,770,878
Expenses. Total of all expenses incurred	2011-12-31	$908,972
Benefits paid (including direct rollovers)	2011-12-31	$908,972
Total plan assets at end of year	2011-12-31	$33,547,126
Total plan assets at beginning of year	2011-12-31	$21,685,220
Value of fidelity bond covering the plan	2011-12-31	$8,000,000
Other income received	2011-12-31	$432,104
Net income (gross income less expenses)	2011-12-31	$11,861,906
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$33,547,126
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$21,685,220
Total contributions received or receivable from employer(s)	2011-12-31	$12,338,774
2010 : MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$13,592,990
Expenses. Total of all expenses incurred	2010-12-31	$17,246,004
Benefits paid (including direct rollovers)	2010-12-31	$17,246,004
Total plan assets at end of year	2010-12-31	$21,685,220
Total plan assets at beginning of year	2010-12-31	$25,338,234
Value of fidelity bond covering the plan	2010-12-31	$8,000,000
Other income received	2010-12-31	$713,858
Net income (gross income less expenses)	2010-12-31	$-3,653,014
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$21,685,220
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$25,338,234
Total contributions received or receivable from employer(s)	2010-12-31	$12,879,132

Form 5500 Responses for MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN

2014: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MCKENNA LONG & ALDRIDGE LLP CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MCKENNA LONG & ALDRIDGE LLP
Employer identification number (EIN):	521237458
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers