MCVEAN TRADING AND INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCVEAN TRADING 401(K) PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025: MCVEAN TRADING 401(K) PLAN AND TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-08 | 40 |
| Total number of particpants at end of year | 2025-07-08 | 35 |
| Number of Participants With Account Balances | 2025-07-08 | 30 |
| 2024: MCVEAN TRADING 401(K) PLAN AND TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-09 | 42 |
| Total number of particpants at end of year | 2024-07-09 | 39 |
| Number of Participants With Account Balances | 2024-07-09 | 32 |
| 2022: MCVEAN TRADING 401(K) PLAN AND TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-22 | 51 |
| Total number of particpants at end of year | 2022-06-22 | 46 |
| Number of Participants With Account Balances | 2022-06-22 | 38 |
| 2019: MCVEAN TRADING 401(K) PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
| Total of all active and inactive participants | 2019-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 54 |
| Number of participants with account balances | 2019-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MCVEAN TRADING 401(K) PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
| Total of all active and inactive participants | 2018-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 53 |
| Number of participants with account balances | 2018-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2012: MCVEAN TRADING 401(K) PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| 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 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 55 |
| Number of participants with account balances | 2012-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: MCVEAN TRADING 401(K) PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 52 |
| Number of participants with account balances | 2011-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: MCVEAN TRADING 401(K) PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 50 |
| Number of participants with account balances | 2009-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : MCVEAN TRADING 401(K) PLAN AND TRUST 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-08 | 710858 |
| Net assets as of the end of the plan year | 2025-07-08 | 8363754 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 8105115 |
| Participant contributions to plan in this plan year | 2025-07-08 | 306169 |
| Value of participant loans at end of plan year | 2025-07-08 | 45365 |
| Other contributions to plan in this plan year | 2025-07-08 | 339105 |
| Other income to plan in this plan year | 2025-07-08 | 205011 |
| Plan net income in this plan year | 2025-07-08 | 258639 |
| Net assets as of the end of the plan year | 2025-07-08 | 8363754 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 8105115 |
| Employer contributions to plan in this plan year | 2025-07-08 | 119212 |
| Fees paid to broker by Benefit Provider | 2025-07-08 | 2369 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-08 | 2886 |
| 2024 : MCVEAN TRADING 401(K) PLAN AND TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 141735 |
| Net assets as of the end of the plan year | 2024-07-09 | 8105115 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 6815145 |
| Participant contributions to plan in this plan year | 2024-07-09 | 320410 |
| Other expenses paid from plan in this plan year | 2024-07-09 | 0 |
| Other contributions to plan in this plan year | 2024-07-09 | 0 |
| Other income to plan in this plan year | 2024-07-09 | 1010321 |
| Plan net income in this plan year | 2024-07-09 | 1289970 |
| Net assets as of the end of the plan year | 2024-07-09 | 8105115 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 6815145 |
| Employer contributions to plan in this plan year | 2024-07-09 | 100974 |
| Fees paid to broker by Benefit Provider | 2024-07-09 | 16613 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 2732 |
| 2022 : MCVEAN TRADING 401(K) PLAN AND TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-22 | 609650 |
| Net assets as of the end of the plan year | 2022-06-22 | 8107508 |
| Total assets as of the beginning of the plan year | 2022-06-22 | 7494372 |
| Participant contributions to plan in this plan year | 2022-06-22 | 293433 |
| Other income to plan in this plan year | 2022-06-22 | 829298 |
| Plan net income in this plan year | 2022-06-22 | 613136 |
| Net assets as of the end of the plan year | 2022-06-22 | 8107508 |
| Net assets as of the beginning of the plan year | 2022-06-22 | 7494372 |
| Employer contributions to plan in this plan year | 2022-06-22 | 100055 |
| Fees paid to broker by Benefit Provider | 2022-06-22 | 20249 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-22 | 825 |
| 2019 : MCVEAN TRADING 401(K) PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $719,579 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $-548,946 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $-549,271 |
| Total plan assets at end of year | 2019-12-31 | $7,516,700 |
| Total plan assets at beginning of year | 2019-12-31 | $6,248,175 |
| Total contributions received or receivable from participants | 2019-12-31 | $234,392 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $231,019 |
| Other income received | 2019-12-31 | $160,107 |
| Net income (gross income less expenses) | 2019-12-31 | $1,268,525 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,516,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,248,175 |
| Assets. Value of employer securities | 2019-12-31 | $3,329,177 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $94,061 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $325 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MCVEAN TRADING 401(K) PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $104,061 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $232,381 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $232,141 |
| Total plan assets at end of year | 2018-12-31 | $6,248,175 |
| Total plan assets at beginning of year | 2018-12-31 | $6,376,495 |
| Total contributions received or receivable from participants | 2018-12-31 | $233,327 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $12,163 |
| Other income received | 2018-12-31 | $-226,413 |
| Net income (gross income less expenses) | 2018-12-31 | $-128,320 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,248,175 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,376,495 |
| Assets. Value of participant loans | 2018-12-31 | $1,265 |
| Assets. Value of employer securities | 2018-12-31 | $2,814,317 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $84,984 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $240 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2012 : MCVEAN TRADING 401(K) PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,049,752 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $34,642 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $34,503 |
| Total plan assets at end of year | 2012-12-31 | $5,391,582 |
| Total plan assets at beginning of year | 2012-12-31 | $4,376,472 |
| Total contributions received or receivable from participants | 2012-12-31 | $219,684 |
| Other income received | 2012-12-31 | $749,420 |
| Net income (gross income less expenses) | 2012-12-31 | $1,015,110 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,391,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,376,472 |
| Assets. Value of participant loans | 2012-12-31 | $2,713 |
| Assets. Value of employer securities | 2012-12-31 | $3,585,546 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $80,648 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $139 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MCVEAN TRADING 401(K) PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $716,250 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $755,419 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $755,319 |
| Total plan assets at end of year | 2011-12-31 | $4,376,472 |
| Total plan assets at beginning of year | 2011-12-31 | $4,415,641 |
| Total contributions received or receivable from participants | 2011-12-31 | $262,771 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $100,000 |
| Other income received | 2011-12-31 | $276,538 |
| Net income (gross income less expenses) | 2011-12-31 | $-39,169 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,376,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,415,641 |
| Assets. Value of participant loans | 2011-12-31 | $13,136 |
| Assets. Value of employer securities | 2011-12-31 | $2,762,361 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $76,941 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $100 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MCVEAN TRADING 401(K) PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,517,363 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $150,115 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $149,965 |
| Total plan assets at end of year | 2010-12-31 | $4,415,641 |
| Total plan assets at beginning of year | 2010-12-31 | $3,048,393 |
| Total contributions received or receivable from participants | 2010-12-31 | $200,014 |
| Other income received | 2010-12-31 | $1,236,851 |
| Net income (gross income less expenses) | 2010-12-31 | $1,367,248 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,415,641 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,048,393 |
| Assets. Value of participant loans | 2010-12-31 | $30,922 |
| Assets. Value of employer securities | 2010-12-31 | $3,077,822 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $80,498 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MCVEAN TRADING 401(K) PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2019: MCVEAN TRADING 401(K) PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: MCVEAN TRADING 401(K) PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: MCVEAN TRADING 401(K) PLAN AND TRUST 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 – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: MCVEAN TRADING 401(K) PLAN AND TRUST 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 – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: MCVEAN TRADING 401(K) PLAN AND TRUST 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
