401k Plan data: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II plan

HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 401k Plan overview

Plan Name	HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II
Plan identification number	002

HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II Benefits

401k Plan Type

Defined 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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCGUIREWOODS LLP has sponsored the creation of one or more 401k plans.

Company Name: MCGUIREWOODS LLP

Employer identification number (EIN): 540505857

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about MCGUIREWOODS LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2012-10-22

Company Identification Number: 2145362

Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about MCGUIREWOODS LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2008-01-01 DENISE ZAPF CHRISTINA HERRMANN 2011-09-22
002 2007-01-01 DENISE ZAPF CHRISTINA HERRMANN 2010-04-05
002 2006-01-01 DENISE ZAPF CHRISTINA HERRMANN 2011-11-03

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2008-01-01	DENISE ZAPF	CHRISTINA HERRMANN	2011-09-22
002	2007-01-01	DENISE ZAPF	CHRISTINA HERRMANN	2010-04-05
002	2006-01-01	DENISE ZAPF	CHRISTINA HERRMANN	2011-11-03

Plan Statistics for HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II

401k plan membership statisitcs for HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II

Measure Date Value
2008: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2008 401k membership
Total participants, beginning-of-year 2008-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 0
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 0
Number of participants with account balances 2008-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2007 401k membership
Total participants, beginning-of-year 2007-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 90
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 14
Total of all active and inactive participants 2007-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 104
Number of participants with account balances 2007-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2006 401k membership
Total participants, beginning-of-year 2006-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 0
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 0
Number of participants with account balances 2006-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0

Measure	Date	Value
2008: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2008 401k membership
Total participants, beginning-of-year	2008-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	0
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	0
Number of participants with account balances	2008-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2007 401k membership
Total participants, beginning-of-year	2007-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	90
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	14
Total of all active and inactive participants	2007-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	104
Number of participants with account balances	2007-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2006 401k membership
Total participants, beginning-of-year	2006-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	0
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	0
Number of participants with account balances	2006-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0

Financial Data on HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II

Measure	Date	Value
2008 : HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2008 401k financial data
Transfers to/from the plan	2008-09-30	$-7,993,105
Total income from all sources	2008-09-30	$-709,911
Expenses. Total of all expenses incurred	2008-09-30	$266,870
Benefits paid (including direct rollovers)	2008-09-30	$258,483
Total plan assets at end of year	2008-09-30	$0
Total plan assets at beginning of year	2008-09-30	$8,969,886
Value of fidelity bond covering the plan	2008-09-30	$10,000,000
Total contributions received or receivable from participants	2008-09-30	$250,147
Expenses. Other expenses not covered elsewhere	2008-09-30	$8,387
Contributions received from other sources (not participants or employers)	2008-09-30	$13,396
Other income received	2008-09-30	$-973,454
Net income (gross income less expenses)	2008-09-30	$-976,781
Net plan assets at end of year (total assets less liabilities)	2008-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2008-09-30	$8,969,886
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-09-30	$0
2007 : HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II

2008: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	Yes
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: HELMS MULLISS & WICKER, PLLC RETIREMENT PLAN II 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	Yes
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Insurance	Yes
2006-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	MCGUIREWOODS LLP
Employer identification number (EIN):	540505857
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2012-10-22
Company Identification Number:	2145362
Legal Registered Office Address:	1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114