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MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 401k Plan overview

Plan NameMCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST
Plan identification number 001

MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MCCONNELL, JONES, LANIER & MURPHY LLP has sponsored the creation of one or more 401k plans.

Company Name:MCCONNELL, JONES, LANIER & MURPHY LLP
Employer identification number (EIN):760594870
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

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
0012017-01-01TRACI GHOLSON2018-10-05
0012016-01-01TRACI D GHOLSON TRACI D GHOLSON2017-11-21
0012015-01-01JOYCE BARRETT
0012014-01-01JOYCE BARRETT JOYCE BARRETT2015-10-14
0012013-01-01JOYCE BARRETT
0012011-01-01JOYCE BARRETT2012-07-16
0012010-01-01JOYCE BARRETT2011-11-17
0012009-01-01JOYCE BARRETT

Plan Statistics for MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

401k plan membership statisitcs for MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

Measure Date Value
2022: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0122
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0123
Total participants2022-01-0123
Number of participants with account balances2022-01-0118
2021: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0129
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0122
Number of participants with account balances2021-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0133
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-0129
Total participants2020-01-0129
Number of participants with account balances2020-01-0124
2019: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0133
Number of participants with account balances2019-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0161
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0141
Number of participants with account balances2018-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2016: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01284
Total number of active participants reported on line 7a of the Form 55002016-01-01190
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01217
Number of participants with account balances2016-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01305
Total number of active participants reported on line 7a of the Form 55002015-01-01300
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01318
Number of participants with account balances2015-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01226
Total number of active participants reported on line 7a of the Form 55002014-01-01298
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01316
Number of participants with account balances2014-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01242
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01221
Number of participants with account balances2013-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2009: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0198
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01129
Number of participants with account balances2009-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

Measure Date Value
2022 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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$0
Total income from all sources2022-12-31$-101,985
Expenses. Total of all expenses incurred2022-12-31$77,443
Benefits paid (including direct rollovers)2022-12-31$73,655
Total plan assets at end of year2022-12-31$569,350
Total plan assets at beginning of year2022-12-31$748,778
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$6,876
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$0
Other income received2022-12-31$-112,140
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-179,428
Net plan assets at end of year (total assets less liabilities)2022-12-31$569,350
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$748,778
Assets. Value of participant loans2022-12-31$0
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$3,279
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,788
2021 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$-1,835,825
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$120,575
Expenses. Total of all expenses incurred2021-12-31$37,512
Benefits paid (including direct rollovers)2021-12-31$28,604
Total plan assets at end of year2021-12-31$748,778
Total plan assets at beginning of year2021-12-31$2,501,540
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$11,911
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$102,708
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$83,063
Net plan assets at end of year (total assets less liabilities)2021-12-31$748,778
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,501,540
Assets. Value of participant loans2021-12-31$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
Total contributions received or receivable from employer(s)2021-12-31$5,956
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,908
2020 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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$462,897
Expenses. Total of all expenses incurred2020-12-31$249,084
Benefits paid (including direct rollovers)2020-12-31$234,145
Total plan assets at end of year2020-12-31$2,501,540
Total plan assets at beginning of year2020-12-31$2,287,727
Value of fidelity bond covering the plan2020-12-31$300,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$49,914
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$0
Other income received2020-12-31$389,580
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$213,813
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,501,540
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,287,727
Assets. Value of participant loans2020-12-31$39,961
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
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$23,403
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$14,939
2019 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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$601,675
Expenses. Total of all expenses incurred2019-12-31$654,461
Benefits paid (including direct rollovers)2019-12-31$638,488
Total plan assets at end of year2019-12-31$2,287,727
Total plan assets at beginning of year2019-12-31$2,340,513
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$68,207
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$505,942
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-52,786
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,287,727
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,340,513
Assets. Value of participant loans2019-12-31$48,708
Total contributions received or receivable from employer(s)2019-12-31$27,526
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$15,973
2018 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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$37,664
Expenses. Total of all expenses incurred2018-12-31$405,549
Benefits paid (including direct rollovers)2018-12-31$389,711
Total plan assets at end of year2018-12-31$2,340,513
Total plan assets at beginning of year2018-12-31$2,708,398
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$82,320
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-80,725
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-367,885
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,340,513
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,708,398
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$36,069
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$15,838
2016 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$560,842
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$223,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$222,078
Expenses. Certain deemed distributions of participant loans2016-12-31$603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$385,401
Value of total assets at end of year2016-12-31$2,623,427
Value of total assets at beginning of year2016-12-31$2,286,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,050
Total interest from all sources2016-12-31$2,057
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,027
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$65,027
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$229,000
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$223,354
Participant contributions at end of year2016-12-31$27,016
Participant contributions at beginning of year2016-12-31$53,323
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$48,355
Administrative expenses (other) incurred2016-12-31$1,050
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$337,111
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,623,427
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,286,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,596,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,232,993
Interest on participant loans2016-12-31$2,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$108,357
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$113,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$222,078
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 name2016-12-31DAVID P. CHANEY CPA P.C.
Accountancy firm EIN2016-12-31260010591
2015 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$326,767
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$95,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$94,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$349,476
Value of total assets at end of year2015-12-31$2,286,316
Value of total assets at beginning of year2015-12-31$2,055,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,125
Total interest from all sources2015-12-31$3,017
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$86,934
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$86,934
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$206,000
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$207,330
Participant contributions at end of year2015-12-31$53,323
Participant contributions at beginning of year2015-12-31$65,546
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$37,305
Administrative expenses (other) incurred2015-12-31$1,125
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$231,250
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,286,316
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,055,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,232,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,989,520
Interest on participant loans2015-12-31$3,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-112,660
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$104,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$94,392
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 name2015-12-31DAVID P. CHANEY CPA P.C.
Accountancy firm EIN2015-12-31260010591
2014 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$528,146
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$424,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$418,557
Expenses. Certain deemed distributions of participant loans2014-12-31$3,172
Value of total corrective distributions2014-12-31$532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$345,109
Value of total assets at end of year2014-12-31$2,055,066
Value of total assets at beginning of year2014-12-31$1,951,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,550
Total interest from all sources2014-12-31$3,110
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$97,296
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$97,296
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$196,000
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$189,727
Participant contributions at end of year2014-12-31$65,546
Participant contributions at beginning of year2014-12-31$67,059
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$54,667
Administrative expenses (other) incurred2014-12-31$2,550
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$103,335
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,055,066
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,951,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,989,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,884,672
Interest on participant loans2014-12-31$3,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$82,631
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$100,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$418,557
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 name2014-12-31DAVID P. CHANEY CPA P.C.
Accountancy firm EIN2014-12-31260010591
2013 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$2,140,019
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$740,313
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$241,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$238,582
Expenses. Certain deemed distributions of participant loans2013-12-31$1,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$291,179
Value of total assets at end of year2013-12-31$1,951,731
Value of total assets at beginning of year2013-12-31$3,593,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,125
Total interest from all sources2013-12-31$4,505
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$47,608
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$47,608
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$360,000
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$189,404
Participant contributions at end of year2013-12-31$67,059
Participant contributions at beginning of year2013-12-31$107,428
Other income not declared elsewhere2013-12-31$89
Administrative expenses (other) incurred2013-12-31$2,125
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$498,528
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,951,731
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,593,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,884,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,485,794
Interest on participant loans2013-12-31$4,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$396,932
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$101,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$238,582
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 name2013-12-31NAGESH & CARTER PLLC
Accountancy firm EIN2013-12-31202054974
2009 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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 MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

2022: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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
2016: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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
2009: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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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