Logo

MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MACDONALD DEVIN P.C. has sponsored the creation of one or more 401k plans.

Company Name:MACDONALD DEVIN P.C.
Employer identification number (EIN):752207360
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER NIX
0012016-01-01JENNIFER NIX
0012015-01-01JENNIFER NIX
0012014-01-01JENNIFER NIX
0012013-01-01CHARLENE ILLINGWORTH
0012012-01-01CHARLENE ILLINGWORTH
0012011-01-01LEIGHANNE MAYFIELD
0012009-01-01ROBBIE CHRISTOPHER
0012009-01-01ROBBIE CHRISTOPHER

Plan Statistics for MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0170
Total number of active participants reported on line 7a of the Form 55002022-01-0135
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0158
Number of participants with account balances2022-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0180
Total number of active participants reported on line 7a of the Form 55002021-01-0136
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-0170
Total participants2021-01-0170
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0177
Total number of active participants reported on line 7a of the Form 55002020-01-0157
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-0180
Total participants2020-01-0180
Number of participants with account balances2020-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0182
Total number of active participants reported on line 7a of the Form 55002019-01-0157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0177
Number of participants with account balances2019-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0174
Total number of active participants reported on line 7a of the Form 55002018-01-0160
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-0182
Total participants2018-01-0182
Number of participants with account balances2018-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0160
Total number of active participants reported on line 7a of the Form 55002017-01-0157
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-0174
Total participants2017-01-0174
Number of participants with account balances2017-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0154
Total number of active participants reported on line 7a of the Form 55002016-01-0142
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0160
Number of participants with account balances2016-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0157
Total number of active participants reported on line 7a of the Form 55002015-01-0143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0154
Number of participants with account balances2015-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0148
Total number of active participants reported on line 7a of the Form 55002014-01-0146
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0157
Number of participants with account balances2014-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0148
Total number of active participants reported on line 7a of the Form 55002013-01-0139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0148
Number of participants with account balances2013-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0157
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0148
Number of participants with account balances2012-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0157
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0156
Number of participants with account balances2011-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0139
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0162
Number of participants with account balances2009-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,300,823
Expenses. Total of all expenses incurred2022-12-31$1,963,519
Benefits paid (including direct rollovers)2022-12-31$1,996,808
Total plan assets at end of year2022-12-31$8,779,627
Total plan assets at beginning of year2022-12-31$12,043,969
Value of fidelity bond covering the plan2022-12-31$596,449
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$342,921
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$71,520
Other income received2022-12-31$-1,819,034
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,264,342
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,779,627
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$12,043,969
Assets. Value of participant loans2022-12-31$17,167
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$103,770
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$-61,126
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$27,837
2021 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,249,921
Expenses. Total of all expenses incurred2021-12-31$684,247
Benefits paid (including direct rollovers)2021-12-31$586,026
Total plan assets at end of year2021-12-31$12,043,969
Total plan assets at beginning of year2021-12-31$10,478,295
Value of fidelity bond covering the plan2021-12-31$596,449
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$385,982
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,718,377
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,565,674
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,043,969
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,478,295
Assets. Value of participant loans2021-12-31$16,558
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$145,562
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$68,972
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$29,249
2020 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,241,763
Expenses. Total of all expenses incurred2020-12-31$2,504,306
Benefits paid (including direct rollovers)2020-12-31$2,478,597
Total plan assets at end of year2020-12-31$10,478,295
Total plan assets at beginning of year2020-12-31$10,740,838
Value of fidelity bond covering the plan2020-12-31$596,449
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$426,949
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$11,382
Other income received2020-12-31$1,625,533
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-262,543
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,478,295
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,740,838
Assets. Value of participant loans2020-12-31$47,983
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$177,899
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$25,709
2019 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,586,488
Expenses. Total of all expenses incurred2019-12-31$389,738
Benefits paid (including direct rollovers)2019-12-31$363,816
Total plan assets at end of year2019-12-31$10,740,838
Total plan assets at beginning of year2019-12-31$8,544,088
Value of fidelity bond covering the plan2019-12-31$596,449
Total contributions received or receivable from participants2019-12-31$441,488
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,968,026
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,196,750
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,740,838
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,544,088
Assets. Value of participant loans2019-12-31$90,996
Total contributions received or receivable from employer(s)2019-12-31$176,974
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$25,922
2018 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$40,843
Expenses. Total of all expenses incurred2018-12-31$192,251
Benefits paid (including direct rollovers)2018-12-31$174,108
Total plan assets at end of year2018-12-31$8,544,088
Total plan assets at beginning of year2018-12-31$8,695,496
Value of fidelity bond covering the plan2018-12-31$596,449
Total contributions received or receivable from participants2018-12-31$400,594
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$10,087
Other income received2018-12-31$-530,931
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-151,408
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,544,088
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,695,496
Assets. Value of participant loans2018-12-31$69,282
Total contributions received or receivable from employer(s)2018-12-31$161,093
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$18,143
2017 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,942,669
Expenses. Total of all expenses incurred2017-12-31$172,728
Benefits paid (including direct rollovers)2017-12-31$167,377
Total plan assets at end of year2017-12-31$8,695,496
Total plan assets at beginning of year2017-12-31$6,925,555
Value of fidelity bond covering the plan2017-12-31$596,449
Total contributions received or receivable from participants2017-12-31$387,731
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$119,693
Other income received2017-12-31$1,283,456
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,769,941
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,695,496
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,925,555
Assets. Value of participant loans2017-12-31$16,955
Total contributions received or receivable from employer(s)2017-12-31$151,789
Value of certain deemed distributions of participant loans2017-12-31$771
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,580
2016 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$954,916
Expenses. Total of all expenses incurred2016-12-31$1,430,204
Benefits paid (including direct rollovers)2016-12-31$1,429,654
Total plan assets at end of year2016-12-31$6,925,555
Total plan assets at beginning of year2016-12-31$7,400,843
Value of fidelity bond covering the plan2016-12-31$596,449
Total contributions received or receivable from participants2016-12-31$383,292
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$6,030
Other income received2016-12-31$451,197
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-475,288
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,925,555
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,400,843
Assets. Value of participant loans2016-12-31$25,524
Total contributions received or receivable from employer(s)2016-12-31$114,397
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$550
2015 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$379,647
Expenses. Total of all expenses incurred2015-12-31$112,176
Benefits paid (including direct rollovers)2015-12-31$111,457
Total plan assets at end of year2015-12-31$7,400,843
Total plan assets at beginning of year2015-12-31$7,133,372
Value of fidelity bond covering the plan2015-12-31$596,449
Total contributions received or receivable from participants2015-12-31$310,044
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$34,380
Other income received2015-12-31$-86,446
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$267,471
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,400,843
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,133,372
Assets. Value of participant loans2015-12-31$29,821
Total contributions received or receivable from employer(s)2015-12-31$121,669
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$69
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$650
2014 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$925,329
Expenses. Total of all expenses incurred2014-12-31$19,660
Benefits paid (including direct rollovers)2014-12-31$19,421
Total plan assets at end of year2014-12-31$7,133,372
Total plan assets at beginning of year2014-12-31$6,227,703
Value of fidelity bond covering the plan2014-12-31$596,449
Total contributions received or receivable from participants2014-12-31$311,120
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$4,834
Other income received2014-12-31$442,443
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$905,669
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,133,372
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,227,703
Assets. Value of participant loans2014-12-31$25,482
Total contributions received or receivable from employer(s)2014-12-31$166,932
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$239
2013 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$25,479
Total income from all sources2013-12-31$1,089,330
Expenses. Total of all expenses incurred2013-12-31$717,951
Benefits paid (including direct rollovers)2013-12-31$716,732
Total plan assets at end of year2013-12-31$6,227,703
Total plan assets at beginning of year2013-12-31$5,881,803
Value of fidelity bond covering the plan2013-12-31$596,449
Total contributions received or receivable from participants2013-12-31$276,361
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$9,030
Other income received2013-12-31$749,088
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$371,379
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,227,703
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,856,324
Assets. Value of participant loans2013-12-31$50,530
Total contributions received or receivable from employer(s)2013-12-31$54,851
Value of certain deemed distributions of participant loans2013-12-31$700
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$519
2012 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$25,479
Total income from all sources2012-12-31$848,037
Expenses. Total of all expenses incurred2012-12-31$893,204
Benefits paid (including direct rollovers)2012-12-31$876,347
Total plan assets at end of year2012-12-31$5,881,803
Total plan assets at beginning of year2012-12-31$5,901,491
Value of fidelity bond covering the plan2012-12-31$596,449
Total contributions received or receivable from participants2012-12-31$203,085
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$2,082
Other income received2012-12-31$558,938
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-45,167
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,856,324
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,901,491
Assets. Value of participant loans2012-12-31$50,530
Total contributions received or receivable from employer(s)2012-12-31$83,932
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$16,857
2011 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$254,572
Expenses. Total of all expenses incurred2011-12-31$90,370
Benefits paid (including direct rollovers)2011-12-31$74,105
Total plan assets at end of year2011-12-31$5,901,491
Total plan assets at beginning of year2011-12-31$5,737,289
Value of fidelity bond covering the plan2011-12-31$530,178
Total contributions received or receivable from participants2011-12-31$219,407
Expenses. Other expenses not covered elsewhere2011-12-31$27
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-77,957
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$164,202
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,901,491
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,737,289
Assets. Value of participant loans2011-12-31$71,725
Total contributions received or receivable from employer(s)2011-12-31$113,122
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,238
2010 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$970,356
Expenses. Total of all expenses incurred2010-12-31$332,404
Benefits paid (including direct rollovers)2010-12-31$314,909
Total plan assets at end of year2010-12-31$5,737,289
Total plan assets at beginning of year2010-12-31$5,099,337
Value of fidelity bond covering the plan2010-12-31$530,178
Total contributions received or receivable from participants2010-12-31$219,387
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$10,695
Other income received2010-12-31$448,868
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$637,952
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,737,289
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,099,337
Assets. Value of participant loans2010-12-31$119,598
Total contributions received or receivable from employer(s)2010-12-31$291,406
Value of certain deemed distributions of participant loans2010-12-31$2,205
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$15,290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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 MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN

2022: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING 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: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MACDONALD DEVIN P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46492
Policy instance 1
Insurance contract or identification number46492
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $22,331
Total amount of fees paid to insurance companyUSD $1,795
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,502
Insurance broker organization code?3
Amount paid for insurance broker fees70
Additional information about fees paid to insurance brokerDISCONTINUANCE FEE
Insurance broker nameTHE PENSION COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46492
Policy instance 1
Insurance contract or identification number46492
Number of Individuals Covered49
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $21,879
Total amount of fees paid to insurance companyUSD $792
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46492
Policy instance 1
Insurance contract or identification number46492
Number of Individuals Covered50
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,638
Total amount of fees paid to insurance companyUSD $1,263
Are there contracts with allocated funds for group deferred annuity?Yes
Commission paid to Insurance BrokerUSD $19,705
Insurance broker organization code?3
Amount paid for insurance broker fees560
Additional information about fees paid to insurance brokerTPA COMPENSATION & DISTRIBUTION PROCESSING
Insurance broker nameTHE PENSION COMPANY

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1