MCMILLAN PATE & COMPANY LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN
401k plan membership statisitcs for MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025: MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-18 | 37 |
| Total number of particpants at end of year | 2025-06-18 | 35 |
| Number of Participants With Account Balances | 2025-06-18 | 35 |
| 2024: MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-12 | 36 |
| Total number of particpants at end of year | 2024-06-12 | 37 |
| Number of Participants With Account Balances | 2024-06-12 | 37 |
| 2022: MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-05-10 | 30 |
| Total number of particpants at end of year | 2022-05-10 | 31 |
| Number of Participants With Account Balances | 2022-05-10 | 29 |
| 2014: MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 26 |
| Total participants | 2014-01-01 | 26 |
| Number of participants with account balances | 2014-01-01 | 24 |
| 2013: MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 22 |
| Total participants | 2013-01-01 | 22 |
| Number of participants with account balances | 2013-01-01 | 22 |
| 2012: MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
| Total of all active and inactive participants | 2012-01-01 | 25 |
| Total participants | 2012-01-01 | 25 |
| Number of participants with account balances | 2012-01-01 | 25 |
| 2011: MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 27 |
| Total participants | 2011-01-01 | 27 |
| Number of participants with account balances | 2011-01-01 | 27 |
| 2009: MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
| Total of all active and inactive participants | 2009-01-01 | 30 |
| Total participants | 2009-01-01 | 30 |
| Number of participants with account balances | 2009-01-01 | 30 |
| Measure | Date | Value |
|---|
| 2025 : MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-18 | 203496 |
| Net assets as of the end of the plan year | 2025-06-18 | 6624234 |
| Total assets as of the beginning of the plan year | 2025-06-18 | 5730179 |
| Value of plan covered by a fidelity bond | 2025-06-18 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-18 | 236425 |
| Other contributions to plan in this plan year | 2025-06-18 | 1087 |
| Other income to plan in this plan year | 2025-06-18 | 764880 |
| Plan net income in this plan year | 2025-06-18 | 894055 |
| Net assets as of the end of the plan year | 2025-06-18 | 6624234 |
| Net assets as of the beginning of the plan year | 2025-06-18 | 5730179 |
| Employer contributions to plan in this plan year | 2025-06-18 | 95159 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-18 | 12661 |
| 2024 : MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-12 | 971983 |
| Net assets as of the end of the plan year | 2024-06-12 | 5730179 |
| Total assets as of the beginning of the plan year | 2024-06-12 | 5357282 |
| Value of plan covered by a fidelity bond | 2024-06-12 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-12 | 248107 |
| Other contributions to plan in this plan year | 2024-06-12 | 5698 |
| Other income to plan in this plan year | 2024-06-12 | 1001875 |
| Plan net income in this plan year | 2024-06-12 | 372897 |
| Net assets as of the end of the plan year | 2024-06-12 | 5730179 |
| Net assets as of the beginning of the plan year | 2024-06-12 | 5357282 |
| Employer contributions to plan in this plan year | 2024-06-12 | 89200 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-12 | 12643 |
| 2022 : MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-05-10 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-10 | 29625 |
| Net assets as of the end of the plan year | 2022-05-10 | 6193456 |
| Total assets as of the beginning of the plan year | 2022-05-10 | 5053938 |
| Value of plan covered by a fidelity bond | 2022-05-10 | 500000 |
| Participant contributions to plan in this plan year | 2022-05-10 | 217191 |
| Other contributions to plan in this plan year | 2022-05-10 | 136410 |
| Other income to plan in this plan year | 2022-05-10 | 745980 |
| Plan net income in this plan year | 2022-05-10 | 1139518 |
| Net assets as of the end of the plan year | 2022-05-10 | 6193456 |
| Net assets as of the beginning of the plan year | 2022-05-10 | 5053938 |
| Employer contributions to plan in this plan year | 2022-05-10 | 69562 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-10 | 11043 |
| 2014 : MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $440,744 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $195,735 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $191,339 |
| Total plan assets at end of year | 2014-12-31 | $2,981,018 |
| Total plan assets at beginning of year | 2014-12-31 | $2,736,009 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $129,925 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $30,249 |
| Other income received | 2014-12-31 | $185,953 |
| Net income (gross income less expenses) | 2014-12-31 | $245,009 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,981,018 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,736,009 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $94,617 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,396 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $629,803 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $86,370 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $86,370 |
| Total plan assets at end of year | 2013-12-31 | $2,736,009 |
| Total plan assets at beginning of year | 2013-12-31 | $2,192,576 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $124,361 |
| Other income received | 2013-12-31 | $416,112 |
| Net income (gross income less expenses) | 2013-12-31 | $543,433 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,736,009 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,192,576 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $89,330 |
| 2012 : MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $465,543 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $50,451 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $49,679 |
| Total plan assets at end of year | 2012-12-31 | $2,192,576 |
| Total plan assets at beginning of year | 2012-12-31 | $1,777,484 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $132,373 |
| Other income received | 2012-12-31 | $242,418 |
| Net income (gross income less expenses) | 2012-12-31 | $415,092 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,192,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,777,484 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $90,752 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $772 |
| 2011 : MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $107,685 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $42,593 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $28,499 |
| Total plan assets at end of year | 2011-12-31 | $1,777,484 |
| Total plan assets at beginning of year | 2011-12-31 | $1,712,392 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $134,362 |
| Other income received | 2011-12-31 | $-107,000 |
| Net income (gross income less expenses) | 2011-12-31 | $65,092 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,777,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,712,392 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $80,323 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $14,094 |
| 2010 : MCMILLAN PATE & COMPANY LLP 401(K) SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $5,535 |
| Total income from all sources | 2010-12-31 | $417,948 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $115,473 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $103,197 |
| Total plan assets at end of year | 2010-12-31 | $1,712,392 |
| Total plan assets at beginning of year | 2010-12-31 | $1,404,382 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $108,462 |
| Other income received | 2010-12-31 | $229,991 |
| Net income (gross income less expenses) | 2010-12-31 | $302,475 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,712,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,404,382 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $79,495 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $12,276 |
