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MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN
Plan identification number 018

MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCGLINCHEY STAFFORD, PLLC has sponsored the creation of one or more 401k plans.

Company Name:MCGLINCHEY STAFFORD, PLLC
Employer identification number (EIN):720788124
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0182022-01-01
0182021-01-01
0182020-01-01
0182019-01-01
0182018-01-01
0182017-01-01JOHN THOMAS
0182016-01-01JOHN THOMAS
0182015-01-01JOHN THOMAS
0182014-01-01JOHN THOMAS
0182013-01-01JOHN THOMAS
0182012-01-01JOHN A. THOMAS, JR.
0182011-01-01JOHN A. THOMAS, JR.
0182010-01-01JOHN A. THOMAS, JR. JOHN A. THOMAS, JR.2011-09-28
0182009-01-01JOHN A THOMAS JR.

Plan Statistics for MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01360
Total number of active participants reported on line 7a of the Form 55002022-01-01258
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01112
Total of all active and inactive participants2022-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01377
Number of participants with account balances2022-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01379
Total number of active participants reported on line 7a of the Form 55002021-01-01243
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01110
Total of all active and inactive participants2021-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01360
Number of participants with account balances2021-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01380
Total number of active participants reported on line 7a of the Form 55002020-01-01259
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01379
Number of participants with account balances2020-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01405
Total number of active participants reported on line 7a of the Form 55002019-01-01273
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01380
Number of participants with account balances2019-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01408
Total number of active participants reported on line 7a of the Form 55002018-01-01287
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01112
Total of all active and inactive participants2018-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01405
Number of participants with account balances2018-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01418
Total number of active participants reported on line 7a of the Form 55002017-01-01307
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0195
Total of all active and inactive participants2017-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01408
Number of participants with account balances2017-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01401
Total number of active participants reported on line 7a of the Form 55002016-01-01317
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01418
Number of participants with account balances2016-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01400
Total number of active participants reported on line 7a of the Form 55002015-01-01298
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0198
Total of all active and inactive participants2015-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01401
Number of participants with account balances2015-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01416
Total number of active participants reported on line 7a of the Form 55002014-01-01296
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0199
Total of all active and inactive participants2014-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01400
Number of participants with account balances2014-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01441
Total number of active participants reported on line 7a of the Form 55002013-01-01305
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01106
Total of all active and inactive participants2013-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01416
Number of participants with account balances2013-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01411
Total number of active participants reported on line 7a of the Form 55002012-01-01322
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01116
Total of all active and inactive participants2012-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01441
Number of participants with account balances2012-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01432
Total number of active participants reported on line 7a of the Form 55002011-01-01291
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01120
Total of all active and inactive participants2011-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01411
Number of participants with account balances2011-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01442
Total number of active participants reported on line 7a of the Form 55002010-01-01304
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01122
Total of all active and inactive participants2010-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-01432
Number of participants with account balances2010-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0134
2009: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01454
Total number of active participants reported on line 7a of the Form 55002009-01-01338
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0199
Total of all active and inactive participants2009-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01442
Number of participants with account balances2009-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$114,423
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$0
Total income from all sources (including contributions)2022-12-31$-23,397,855
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,851,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,785,010
Value of total corrective distributions2022-12-31$191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,649,833
Value of total assets at end of year2022-12-31$121,263,803
Value of total assets at beginning of year2022-12-31$156,398,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,474
Total interest from all sources2022-12-31$152,215
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,224,373
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$3,224,373
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$2,709,218
Participant contributions at end of year2022-12-31$797,888
Participant contributions at beginning of year2022-12-31$873,783
Assets. Other investments not covered elsewhere at end of year2022-12-31$16,948,095
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,817,360
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$127,443
Other income not declared elsewhere2022-12-31$-3,997,307
Administrative expenses (other) incurred2022-12-31$11,789
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,249,530
Value of net assets at end of year (total assets less liabilities)2022-12-31$121,263,803
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$156,398,910
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
Investment advisory and management fees2022-12-31$54,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$101,429,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$125,909,182
Interest on participant loans2022-12-31$38,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,998,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,678,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,678,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$113,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,426,969
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$813,172
Employer contributions (assets) at end of year2022-12-31$89,893
Employer contributions (assets) at beginning of year2022-12-31$119,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,785,010
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 name2022-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2022-12-31721202445
2021 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$74,135
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$24,038,765
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,436,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,363,817
Value of total corrective distributions2021-12-31$3,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,808,068
Value of total assets at end of year2021-12-31$156,398,910
Value of total assets at beginning of year2021-12-31$141,722,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,305
Total interest from all sources2021-12-31$52,858
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,140,334
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$9,140,334
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$2,863,330
Participant contributions at end of year2021-12-31$873,783
Participant contributions at beginning of year2021-12-31$1,081,902
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$4,000
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,817,360
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$19,443,149
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$79,693
Other income not declared elsewhere2021-12-31$2,835,045
Administrative expenses (other) incurred2021-12-31$8,372
Total non interest bearing cash at end of year2021-12-31$851
Total non interest bearing cash at beginning of year2021-12-31$183,999
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$14,602,537
Value of net assets at end of year (total assets less liabilities)2021-12-31$156,398,910
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$141,722,238
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
Investment advisory and management fees2021-12-31$60,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$125,909,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$111,247,867
Interest on participant loans2021-12-31$46,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,678,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,761,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,761,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,202,460
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$865,045
Employer contributions (assets) at end of year2021-12-31$119,652
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,363,817
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2021-12-31720440297
2020 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$236,484
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$22,685,468
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,297,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,239,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,514,388
Value of total assets at end of year2020-12-31$141,722,238
Value of total assets at beginning of year2020-12-31$128,097,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,027
Total interest from all sources2020-12-31$95,273
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,980,135
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$3,980,135
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$2,544,202
Participant contributions at end of year2020-12-31$1,081,902
Participant contributions at beginning of year2020-12-31$937,418
Participant contributions at end of year2020-12-31$4,000
Participant contributions at beginning of year2020-12-31$2,198
Assets. Other investments not covered elsewhere at end of year2020-12-31$19,443,149
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$12,215,846
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$852,775
Other income not declared elsewhere2020-12-31$2,093,155
Administrative expenses (other) incurred2020-12-31$6,015
Total non interest bearing cash at end of year2020-12-31$183,999
Total non interest bearing cash at beginning of year2020-12-31$10
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$13,388,151
Value of net assets at end of year (total assets less liabilities)2020-12-31$141,722,238
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$128,097,603
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
Investment advisory and management fees2020-12-31$52,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$111,247,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$106,414,113
Interest on participant loans2020-12-31$50,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,761,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,457,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,457,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$44,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,002,517
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$117,411
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$3,070,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,239,290
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 name2020-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2020-12-31720440297
2019 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$172,887
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$29,307,267
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,989,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,933,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,740,249
Value of total assets at end of year2019-12-31$128,097,603
Value of total assets at beginning of year2019-12-31$106,606,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,168
Total interest from all sources2019-12-31$190,394
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,478,652
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$3,478,652
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$2,641,244
Participant contributions at end of year2019-12-31$937,418
Participant contributions at beginning of year2019-12-31$984,980
Participant contributions at end of year2019-12-31$2,198
Participant contributions at beginning of year2019-12-31$1,000
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,215,846
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,929,858
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,340
Other income not declared elsewhere2019-12-31$2,108,636
Administrative expenses (other) incurred2019-12-31$6,080
Total non interest bearing cash at end of year2019-12-31$10
Total non interest bearing cash at beginning of year2019-12-31$0
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$21,317,818
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,097,603
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$106,606,898
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
Investment advisory and management fees2019-12-31$50,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$106,414,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$85,942,302
Interest on participant loans2019-12-31$48,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,457,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,440,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,440,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$141,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,789,336
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,064,665
Employer contributions (assets) at end of year2019-12-31$3,070,332
Employer contributions (assets) at beginning of year2019-12-31$3,307,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,933,281
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 name2019-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2019-12-31720440297
2018 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$272,348
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$567,286
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,450,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,421,920
Value of total corrective distributions2018-12-31$686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,599,340
Value of total assets at end of year2018-12-31$106,606,898
Value of total assets at beginning of year2018-12-31$118,217,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,531
Total interest from all sources2018-12-31$146,498
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,831,059
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$3,831,059
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$2,579,424
Participant contributions at end of year2018-12-31$984,980
Participant contributions at beginning of year2018-12-31$1,042,884
Participant contributions at end of year2018-12-31$1,000
Participant contributions at beginning of year2018-12-31$8,206
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,929,858
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,733,354
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$712,316
Other income not declared elsewhere2018-12-31$-866,260
Administrative expenses (other) incurred2018-12-31$5,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,882,851
Value of net assets at end of year (total assets less liabilities)2018-12-31$106,606,898
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$118,217,401
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
Investment advisory and management fees2018-12-31$21,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$85,942,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$93,906,432
Interest on participant loans2018-12-31$45,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,440,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,179,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,179,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$101,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,143,351
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,307,600
Employer contributions (assets) at end of year2018-12-31$3,307,947
Employer contributions (assets) at beginning of year2018-12-31$3,346,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,421,920
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 name2018-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2018-12-31720440297
2017 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$604,295
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$25,457,431
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,653,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,627,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,843,767
Value of total assets at end of year2017-12-31$118,217,401
Value of total assets at beginning of year2017-12-31$105,809,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,493
Total interest from all sources2017-12-31$89,827
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,911,338
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$2,911,338
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$2,657,102
Participant contributions at end of year2017-12-31$1,042,884
Participant contributions at beginning of year2017-12-31$1,075,783
Participant contributions at end of year2017-12-31$8,206
Participant contributions at beginning of year2017-12-31$155,609
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,733,354
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$16,674,701
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,839,171
Other income not declared elsewhere2017-12-31$1,534,943
Administrative expenses (other) incurred2017-12-31$9,325
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$11,804,054
Value of net assets at end of year (total assets less liabilities)2017-12-31$118,217,401
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$105,809,052
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
Investment advisory and management fees2017-12-31$16,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$93,906,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$79,357,132
Interest on participant loans2017-12-31$45,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,179,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,095,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,095,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$44,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,077,556
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$3,347,494
Employer contributions (assets) at end of year2017-12-31$3,346,960
Employer contributions (assets) at beginning of year2017-12-31$3,450,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,627,884
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 name2017-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2017-12-31720440297
2016 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$199,384
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$12,568,360
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,750,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,696,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,171,390
Value of total assets at end of year2016-12-31$105,809,052
Value of total assets at beginning of year2016-12-31$97,791,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,225
Total interest from all sources2016-12-31$90,735
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,341,690
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$2,341,690
Administrative expenses professional fees incurred2016-12-31$13,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$2,645,488
Participant contributions at end of year2016-12-31$1,075,783
Participant contributions at beginning of year2016-12-31$898,610
Participant contributions at end of year2016-12-31$155,609
Participant contributions at beginning of year2016-12-31$246,320
Assets. Other investments not covered elsewhere at end of year2016-12-31$16,674,701
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$17,659,670
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$75,430
Other income not declared elsewhere2016-12-31$874,594
Administrative expenses (other) incurred2016-12-31$6,830
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$7,817,709
Value of net assets at end of year (total assets less liabilities)2016-12-31$105,809,052
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$97,791,959
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
Investment advisory and management fees2016-12-31$34,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$79,357,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$70,810,133
Interest on participant loans2016-12-31$40,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,095,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,773,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,773,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$50,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,089,951
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,450,472
Employer contributions (assets) at end of year2016-12-31$3,450,532
Employer contributions (assets) at beginning of year2016-12-31$3,404,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,696,426
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 name2016-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2016-12-31720440297
2015 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$27,910
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$6,591,219
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,119,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,082,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,029,285
Value of total assets at end of year2015-12-31$97,791,959
Value of total assets at beginning of year2015-12-31$94,292,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,956
Total interest from all sources2015-12-31$105,777
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,475,389
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$3,475,389
Administrative expenses professional fees incurred2015-12-31$10,623
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$2,583,039
Participant contributions at end of year2015-12-31$898,610
Participant contributions at beginning of year2015-12-31$1,019,009
Participant contributions at end of year2015-12-31$246,320
Participant contributions at beginning of year2015-12-31$247,370
Assets. Other investments not covered elsewhere at end of year2015-12-31$17,659,670
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,676,050
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$100,943
Other income not declared elsewhere2015-12-31$128,560
Administrative expenses (other) incurred2015-12-31$5,680
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$3,471,980
Value of net assets at end of year (total assets less liabilities)2015-12-31$97,791,959
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$94,292,069
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
Investment advisory and management fees2015-12-31$20,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$70,810,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$68,304,191
Interest on participant loans2015-12-31$37,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,773,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,697,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,697,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$67,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,147,792
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$3,345,303
Employer contributions (assets) at end of year2015-12-31$3,404,222
Employer contributions (assets) at beginning of year2015-12-31$3,348,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,082,283
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 name2015-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2015-12-31720440297
2014 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$68,861
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$11,618,577
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,733,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,692,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,127,647
Value of total assets at end of year2014-12-31$94,292,069
Value of total assets at beginning of year2014-12-31$86,338,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,730
Total interest from all sources2014-12-31$50,818
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,644,533
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$4,644,533
Administrative expenses professional fees incurred2014-12-31$13,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$2,471,796
Participant contributions at end of year2014-12-31$1,019,009
Participant contributions at beginning of year2014-12-31$1,057,031
Participant contributions at end of year2014-12-31$247,370
Participant contributions at beginning of year2014-12-31$26,697
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,676,050
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,634,005
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$307,670
Other income not declared elsewhere2014-12-31$1,291,652
Administrative expenses (other) incurred2014-12-31$6,410
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$7,884,647
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,292,069
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$86,338,561
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
Investment advisory and management fees2014-12-31$22,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$68,304,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$61,523,235
Interest on participant loans2014-12-31$38,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,697,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,809,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,809,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$11,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-496,073
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$3,348,181
Employer contributions (assets) at end of year2014-12-31$3,348,024
Employer contributions (assets) at beginning of year2014-12-31$3,287,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,692,200
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 name2014-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2014-12-31720440297
2013 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$111,620
Total transfer of assets from this plan2013-12-31$1,433,430
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$18,160,220
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,117,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,078,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,680,100
Value of total assets at end of year2013-12-31$86,338,561
Value of total assets at beginning of year2013-12-31$74,617,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,489
Total interest from all sources2013-12-31$268,398
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,481,824
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$2,481,824
Administrative expenses professional fees incurred2013-12-31$13,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,352,695
Participant contributions at end of year2013-12-31$1,057,031
Participant contributions at beginning of year2013-12-31$979,210
Participant contributions at end of year2013-12-31$26,697
Participant contributions at beginning of year2013-12-31$205,825
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,634,005
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,016,543
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,730
Other income not declared elsewhere2013-12-31$940,963
Administrative expenses (other) incurred2013-12-31$6,720
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$13,042,996
Value of net assets at end of year (total assets less liabilities)2013-12-31$86,338,561
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$74,617,375
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
Investment advisory and management fees2013-12-31$18,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$61,523,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$53,197,661
Interest on participant loans2013-12-31$41,982
Interest earned on other investments2013-12-31$206,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,809,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,003,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,003,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$19,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,788,935
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$3,287,675
Employer contributions (assets) at end of year2013-12-31$3,287,677
Employer contributions (assets) at beginning of year2013-12-31$3,214,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,078,735
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 name2013-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2013-12-31720440297
2012 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$33,188
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$12,500,916
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,145,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,138,524
Value of total corrective distributions2012-12-31$707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,444,596
Value of total assets at end of year2012-12-31$74,617,375
Value of total assets at beginning of year2012-12-31$67,229,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,570
Total interest from all sources2012-12-31$327,776
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,162,592
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$1,162,592
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,235,177
Participant contributions at end of year2012-12-31$979,210
Participant contributions at beginning of year2012-12-31$900,376
Participant contributions at end of year2012-12-31$205,825
Participant contributions at beginning of year2012-12-31$188,289
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,016,543
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,633,647
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$23,489
Other income not declared elsewhere2012-12-31$666,739
Administrative expenses (other) incurred2012-12-31$6,570
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$7,355,115
Value of net assets at end of year (total assets less liabilities)2012-12-31$74,617,375
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$67,229,072
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$53,197,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$46,229,211
Interest on participant loans2012-12-31$40,152
Interest earned on other investments2012-12-31$287,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,003,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,190,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,190,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,899,213
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$3,208,245
Employer contributions (assets) at end of year2012-12-31$3,214,635
Employer contributions (assets) at beginning of year2012-12-31$3,063,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,138,524
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 name2012-12-31MALCOLM M. DIENES, LLC
Accountancy firm EIN2012-12-31720440297
2011 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,112
Total unrealized appreciation/depreciation of assets2011-12-31$4,112
Total transfer of assets to this plan2011-12-31$33,042
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$4,478,224
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,112,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,104,424
Value of total corrective distributions2011-12-31$65
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,252,337
Value of total assets at end of year2011-12-31$67,229,072
Value of total assets at beginning of year2011-12-31$67,830,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,840
Total interest from all sources2011-12-31$34,540
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,048,165
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$1,048,165
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,214,407
Participant contributions at end of year2011-12-31$900,376
Participant contributions at beginning of year2011-12-31$828,993
Participant contributions at end of year2011-12-31$188,289
Participant contributions at beginning of year2011-12-31$222,595
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,633,647
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$10,036,507
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$151,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$23,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$29,610
Other income not declared elsewhere2011-12-31$540,786
Administrative expenses (other) incurred2011-12-31$7,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-634,105
Value of net assets at end of year (total assets less liabilities)2011-12-31$67,229,072
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$67,830,135
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$46,229,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$47,511,480
Interest on participant loans2011-12-31$33,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,190,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,994,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,994,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,401,716
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,886,156
Employer contributions (assets) at end of year2011-12-31$3,063,797
Employer contributions (assets) at beginning of year2011-12-31$3,206,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,104,424
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 name2011-12-31MALCOLM M.DIENES AND COMPANY
Accountancy firm EIN2011-12-31720440297
2010 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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$12,357,023
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,241,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,233,590
Value of total corrective distributions2010-12-31$156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,604,001
Value of total assets at end of year2010-12-31$67,830,135
Value of total assets at beginning of year2010-12-31$60,715,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,210
Total interest from all sources2010-12-31$50,945
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$630,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$630,394
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$2,273,442
Participant contributions at end of year2010-12-31$828,993
Participant contributions at beginning of year2010-12-31$848,677
Participant contributions at end of year2010-12-31$222,595
Participant contributions at beginning of year2010-12-31$294,116
Assets. Other investments not covered elsewhere at end of year2010-12-31$10,036,507
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,288,967
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$118,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$29,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$22,758
Other income not declared elsewhere2010-12-31$864,475
Administrative expenses (other) incurred2010-12-31$8,210
Total non interest bearing cash at beginning of year2010-12-31$113
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$7,115,067
Value of net assets at end of year (total assets less liabilities)2010-12-31$67,830,135
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$60,715,068
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$47,511,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,343,488
Interest on participant loans2010-12-31$49,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,994,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,608,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,608,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,207,208
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,211,829
Employer contributions (assets) at end of year2010-12-31$3,206,856
Employer contributions (assets) at beginning of year2010-12-31$3,308,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,233,590
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 name2010-12-31MALCOLM M. DIENES AND COMPANY
Accountancy firm EIN2010-12-31720440297
2009 : MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN

2022: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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