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MCELROY GROUP 401(K) PLAN 401k Plan overview

Plan NameMCELROY GROUP 401(K) PLAN
Plan identification number 001

MCELROY GROUP 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.
  • 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.

401k Sponsoring company profile

MCELROY TRUCK LINES, INC has sponsored the creation of one or more 401k plans.

Company Name:MCELROY TRUCK LINES, INC
Employer identification number (EIN):630575574
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about MCELROY TRUCK LINES, INC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0484431

More information about MCELROY TRUCK LINES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCELROY GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAY MCELROY
0012017-01-01JAY MCELROY
0012016-01-01JAY MCELROY
0012015-01-01
0012014-01-01JAY MCELROY
0012013-01-01JAY MCELROY
0012012-01-01JAY MCELROY
0012011-01-01JAY MCELROY
0012010-01-01CLARENCE J. MCELROY
0012009-01-01CLARENCE J. MCELROY CLARENCE J. MCELROY2010-10-04

Plan Statistics for MCELROY GROUP 401(K) PLAN

401k plan membership statisitcs for MCELROY GROUP 401(K) PLAN

Measure Date Value
2022: MCELROY GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01610
Total number of active participants reported on line 7a of the Form 55002022-01-01545
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01603
Number of participants with account balances2022-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0154
2021: MCELROY GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01703
Total number of active participants reported on line 7a of the Form 55002021-01-01519
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01596
Number of participants with account balances2021-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0154
2020: MCELROY GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01831
Total number of active participants reported on line 7a of the Form 55002020-01-01719
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01790
Number of participants with account balances2020-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0155
2019: MCELROY GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01835
Total number of active participants reported on line 7a of the Form 55002019-01-01710
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01780
Number of participants with account balances2019-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0167
2018: MCELROY GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01800
Total number of active participants reported on line 7a of the Form 55002018-01-01746
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01812
Number of participants with account balances2018-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0142
2017: MCELROY GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01694
Total number of active participants reported on line 7a of the Form 55002017-01-01634
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01691
Number of participants with account balances2017-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: MCELROY GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01697
Total number of active participants reported on line 7a of the Form 55002016-01-01652
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01703
Number of participants with account balances2016-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2015: MCELROY GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01587
Total number of active participants reported on line 7a of the Form 55002015-01-01602
Number of retired or separated participants receiving benefits2015-01-0148
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01650
Number of participants with account balances2015-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: MCELROY GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01586
Total number of active participants reported on line 7a of the Form 55002014-01-01549
Number of retired or separated participants receiving benefits2014-01-0138
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01587
Number of participants with account balances2014-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0181
2013: MCELROY GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01586
Total number of active participants reported on line 7a of the Form 55002013-01-01531
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01586
Number of participants with account balances2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0197
2012: MCELROY GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01536
Total number of active participants reported on line 7a of the Form 55002012-01-01531
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01586
Number of participants with account balances2012-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0162
2011: MCELROY GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01168
Total number of active participants reported on line 7a of the Form 55002011-01-01476
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01536
Number of participants with account balances2011-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MCELROY GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01225
Total number of active participants reported on line 7a of the Form 55002010-01-01110
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01162
Number of participants with account balances2010-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: MCELROY GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01261
Total number of active participants reported on line 7a of the Form 55002009-01-01124
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0199
Total of all active and inactive participants2009-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01225
Number of participants with account balances2009-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on MCELROY GROUP 401(K) PLAN

Measure Date Value
2022 : MCELROY GROUP 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$0
Total income from all sources (including contributions)2022-12-31$-227,505
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$564,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$561,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,103,889
Value of total assets at end of year2022-12-31$7,590,445
Value of total assets at beginning of year2022-12-31$8,382,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,651
Total interest from all sources2022-12-31$12,937
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$333,906
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$333,906
Administrative expenses professional fees incurred2022-12-31$3,651
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$757,855
Participant contributions at end of year2022-12-31$300,643
Participant contributions at beginning of year2022-12-31$255,926
Participant contributions at end of year2022-12-31$10,661
Participant contributions at beginning of year2022-12-31$9,564
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$120,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-792,384
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,590,445
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,382,829
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 pooled separate accounts at end of year2022-12-31$6,102,348
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,021,244
Interest on participant loans2022-12-31$12,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,172,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,094,088
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$225,212
Employer contributions (assets) at end of year2022-12-31$3,940
Employer contributions (assets) at beginning of year2022-12-31$2,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$561,228
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 name2022-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2022-12-31640295411
2021 : MCELROY GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$739,999
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$1,850,604
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,026,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,017,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$848,960
Value of total assets at end of year2021-12-31$8,382,829
Value of total assets at beginning of year2021-12-31$8,298,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,707
Total interest from all sources2021-12-31$10,925
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$752,627
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$752,627
Administrative expenses professional fees incurred2021-12-31$9,707
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$707,153
Participant contributions at end of year2021-12-31$255,926
Participant contributions at beginning of year2021-12-31$177,448
Participant contributions at end of year2021-12-31$9,564
Participant contributions at beginning of year2021-12-31$9,467
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,519
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$823,875
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,382,829
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,298,953
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 pooled separate accounts at end of year2021-12-31$7,021,244
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,777,119
Interest on participant loans2021-12-31$10,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,094,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,332,587
Net investment gain/loss from pooled separate accounts2021-12-31$238,092
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$123,288
Employer contributions (assets) at end of year2021-12-31$2,007
Employer contributions (assets) at beginning of year2021-12-31$2,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,017,022
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2021-12-31640295411
2020 : MCELROY GROUP 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$2,183,435
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$605,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$595,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,050,613
Value of total assets at end of year2020-12-31$8,298,953
Value of total assets at beginning of year2020-12-31$6,721,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,928
Total interest from all sources2020-12-31$8,332
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$456,372
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$456,372
Administrative expenses professional fees incurred2020-12-31$9,928
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$781,101
Participant contributions at end of year2020-12-31$177,448
Participant contributions at beginning of year2020-12-31$165,525
Participant contributions at end of year2020-12-31$9,467
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$110,985
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$1,577,620
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,298,953
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,721,333
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 pooled separate accounts at end of year2020-12-31$6,777,119
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,428,743
Interest on participant loans2020-12-31$8,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,332,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,127,065
Net investment gain/loss from pooled separate accounts2020-12-31$668,118
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$158,527
Employer contributions (assets) at end of year2020-12-31$2,332
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$595,887
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2020-12-31640295411
2019 : MCELROY GROUP 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$2,015,410
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$654,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$643,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$938,966
Value of total assets at end of year2019-12-31$6,721,333
Value of total assets at beginning of year2019-12-31$5,360,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,311
Total interest from all sources2019-12-31$11,224
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$431,850
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$431,850
Administrative expenses professional fees incurred2019-12-31$11,311
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$743,179
Participant contributions at end of year2019-12-31$165,525
Participant contributions at beginning of year2019-12-31$201,965
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,106
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$1,360,912
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,721,333
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,360,421
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 pooled separate accounts at end of year2019-12-31$5,428,743
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,177,761
Interest on participant loans2019-12-31$11,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,127,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$980,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$633,370
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$164,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$643,187
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 name2019-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2019-12-31640295411
2018 : MCELROY GROUP 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$482,169
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$585,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$578,874
Value of total corrective distributions2018-12-31$824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$716,998
Value of total assets at end of year2018-12-31$5,360,421
Value of total assets at beginning of year2018-12-31$5,463,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,812
Total interest from all sources2018-12-31$9,367
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$530,800
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$530,800
Administrative expenses professional fees incurred2018-12-31$5,812
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$537,017
Participant contributions at end of year2018-12-31$201,965
Participant contributions at beginning of year2018-12-31$178,211
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$51,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-103,341
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,360,421
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,463,762
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 pooled separate accounts at end of year2018-12-31$4,177,761
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,413,499
Income. Interest from loans (other than to participants)2018-12-31$9,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$980,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$872,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-774,996
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$128,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$578,874
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 name2018-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2018-12-31640295411
2017 : MCELROY GROUP 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$1,332,258
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,049,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,045,031
Value of total corrective distributions2017-12-31$548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$662,353
Value of total assets at end of year2017-12-31$5,463,762
Value of total assets at beginning of year2017-12-31$5,181,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,192
Total interest from all sources2017-12-31$7,997
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$345,487
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$345,487
Administrative expenses professional fees incurred2017-12-31$4,192
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$447,146
Participant contributions at end of year2017-12-31$178,211
Participant contributions at beginning of year2017-12-31$154,424
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$123,730
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$282,487
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,463,762
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,181,275
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 pooled separate accounts at end of year2017-12-31$4,413,499
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,811,772
Interest on participant loans2017-12-31$7,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$872,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,215,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$316,421
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$91,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,045,031
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 name2017-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2017-12-31640295411
2016 : MCELROY GROUP 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$808,275
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$326,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$308,977
Value of total corrective distributions2016-12-31$14,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$488,059
Value of total assets at end of year2016-12-31$5,181,275
Value of total assets at beginning of year2016-12-31$4,699,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,097
Total interest from all sources2016-12-31$5,320
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$164,360
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$164,360
Administrative expenses professional fees incurred2016-12-31$3,097
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$403,978
Participant contributions at end of year2016-12-31$154,424
Participant contributions at beginning of year2016-12-31$137,263
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$481,925
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,181,275
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,699,350
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 pooled separate accounts at end of year2016-12-31$3,811,772
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,364,353
Interest on participant loans2016-12-31$5,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,215,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,197,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$150,536
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$84,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$308,977
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 name2016-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2016-12-31640295411
2015 : MCELROY GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$586,271
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$403,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$398,775
Value of total corrective distributions2015-12-31$52
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$640,602
Value of total assets at end of year2015-12-31$4,699,350
Value of total assets at beginning of year2015-12-31$4,516,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,414
Total interest from all sources2015-12-31$6,622
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$226,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$226,509
Administrative expenses professional fees incurred2015-12-31$4,414
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$412,853
Participant contributions at end of year2015-12-31$137,263
Participant contributions at beginning of year2015-12-31$153,516
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$136,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$183,030
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,699,350
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,516,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,364,353
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,187,373
Interest on participant loans2015-12-31$6,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,197,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,175,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-287,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$91,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$398,775
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2015-12-31640295411
2014 : MCELROY GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$836,327
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$464,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$458,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$593,624
Value of total assets at end of year2014-12-31$4,516,320
Value of total assets at beginning of year2014-12-31$4,144,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,204
Total interest from all sources2014-12-31$5,459
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$300,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$300,259
Administrative expenses professional fees incurred2014-12-31$6,198
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$356,118
Participant contributions at end of year2014-12-31$153,516
Participant contributions at beginning of year2014-12-31$154,156
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$163,189
Administrative expenses (other) incurred2014-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$371,352
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,516,320
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,144,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,187,373
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,613,275
Interest on participant loans2014-12-31$5,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,175,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,377,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-63,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$74,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$458,771
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2014-12-31640295411
2013 : MCELROY GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$947,541
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$419,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$414,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$506,407
Value of total assets at end of year2013-12-31$4,144,968
Value of total assets at beginning of year2013-12-31$3,616,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,414
Total interest from all sources2013-12-31$6,877
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$150,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$150,618
Administrative expenses professional fees incurred2013-12-31$5,414
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$349,211
Participant contributions at end of year2013-12-31$154,156
Participant contributions at beginning of year2013-12-31$206,142
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$81,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$527,973
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,144,968
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,616,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,613,275
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,119,016
Interest on participant loans2013-12-31$6,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,377,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,291,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$283,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$75,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$414,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2013-12-31640295411
2012 : MCELROY GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$702,435
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$119,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$116,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$399,124
Value of total assets at end of year2012-12-31$3,616,995
Value of total assets at beginning of year2012-12-31$3,033,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,871
Total interest from all sources2012-12-31$6,599
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$78,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$78,498
Administrative expenses professional fees incurred2012-12-31$2,871
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$317,644
Participant contributions at end of year2012-12-31$206,142
Participant contributions at beginning of year2012-12-31$152,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$583,240
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,616,995
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,033,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,119,016
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,850,945
Interest on participant loans2012-12-31$6,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,291,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,030,055
Net investment gain/loss from pooled separate accounts2012-12-31$218,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$81,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$116,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2012-12-31640295411
2011 : MCELROY GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$391,199
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$345,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$336,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$385,806
Value of total assets at end of year2011-12-31$3,033,755
Value of total assets at beginning of year2011-12-31$2,988,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,849
Total interest from all sources2011-12-31$5,701
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$68,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$68,244
Administrative expenses professional fees incurred2011-12-31$8,849
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$291,449
Participant contributions at end of year2011-12-31$152,755
Participant contributions at beginning of year2011-12-31$150,179
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$45,466
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,033,755
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,988,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,850,945
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,655,351
Interest on participant loans2011-12-31$5,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,030,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,182,759
Net investment gain/loss from pooled separate accounts2011-12-31$-68,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$58,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$336,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REA, SHAW, GIFFIN, & STUART, LLP
Accountancy firm EIN2011-12-31640295411
2010 : MCELROY GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$564,011
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$271,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$249,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$303,074
Value of total assets at end of year2010-12-31$2,988,289
Value of total assets at beginning of year2010-12-31$2,696,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,283
Total interest from all sources2010-12-31$8,376
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$253,445
Participant contributions at end of year2010-12-31$150,179
Participant contributions at beginning of year2010-12-31$144,827
Participant contributions at beginning of year2010-12-31$21,433
Other income not declared elsewhere2010-12-31$29,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$292,012
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,988,289
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,696,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,655,351
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,411,007
Interest on participant loans2010-12-31$8,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,182,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,113,789
Net investment gain/loss from pooled separate accounts2010-12-31$222,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$49,629
Employer contributions (assets) at beginning of year2010-12-31$5,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$249,716
Contract administrator fees2010-12-31$22,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REA, SHAW, GIFFIN & STUART, LLP
Accountancy firm EIN2010-12-31640295411
2009 : MCELROY GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCELROY GROUP 401(K) PLAN

2022: MCELROY GROUP 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCELROY GROUP 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCELROY GROUP 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCELROY GROUP 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCELROY GROUP 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCELROY GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCELROY GROUP 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCELROY GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCELROY GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCELROY GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCELROY GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCELROY GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCELROY GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCELROY GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826216
Policy instance 1
Insurance contract or identification numberGA-826216
Number of Individuals Covered238
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $30,777
Total amount of fees paid to insurance companyUSD $1,945
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,556
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826216
Policy instance 1
Insurance contract or identification numberGA-826216
Number of Individuals Covered235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $31,192
Total amount of fees paid to insurance companyUSD $3,899
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,192
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826216
Policy instance 1
Insurance contract or identification numberGA-826216
Number of Individuals Covered298
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $25,835
Total amount of fees paid to insurance companyUSD $3,223
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,835
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826216
Policy instance 1
Insurance contract or identification numberGA-826216
Number of Individuals Covered301
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,572
Total amount of fees paid to insurance companyUSD $2,851
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,572
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826216
Policy instance 1
Insurance contract or identification numberGA-826216
Number of Individuals Covered297
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21,300
Total amount of fees paid to insurance companyUSD $2,003
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,300
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826216
Policy instance 1
Insurance contract or identification numberGA-826216
Number of Individuals Covered207
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $26,171
Total amount of fees paid to insurance companyUSD $3,169
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,128
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH

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