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MCCLANAHAN ADVISORY GROUP PC 401(K) P/S PLAN 401k Plan overview

Plan NameMCCLANAHAN ADVISORY GROUP PC 401(K) P/S PLAN
Plan identification number 001

MCCLANAHAN ADVISORY GROUP PC 401(K) P/S PLAN Benefits

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

MCCLANAHAN ADVISORY GROUP PC has sponsored the creation of one or more 401k plans.

Company Name:MCCLANAHAN ADVISORY GROUP PC
Employer identification number (EIN):873758333
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCLANAHAN ADVISORY GROUP PC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL MCCLANAHAN2024-07-08 PAUL MCCLANAHAN2024-07-08
0012022-01-01PAUL T MCCLANAHAN2023-08-15

Financial Data on MCCLANAHAN ADVISORY GROUP PC 401(K) P/S PLAN

Measure Date Value
2025 : MCCLANAHAN ADVISORY GROUP PC 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-290
Total expenses incurred by plan in this plan year2025-05-2911704
Net assets as of the end of the plan year2025-05-29413188
Total assets as of the beginning of the plan year2025-05-29247157
Value of plan covered by a fidelity bond2025-05-2940000
Participant contributions to plan in this plan year2025-05-2989200
Other contributions to plan in this plan year2025-05-2924139
Other income to plan in this plan year2025-05-2931254
Plan net income in this plan year2025-05-29166031
Net assets as of the end of the plan year2025-05-29413188
Net assets as of the beginning of the plan year2025-05-29247157
Employer contributions to plan in this plan year2025-05-2933142
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-291704
2024 : MCCLANAHAN ADVISORY GROUP PC 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-081079
Net assets as of the end of the plan year2024-07-08247157
Total assets as of the beginning of the plan year2024-07-0899175
Value of plan covered by a fidelity bond2024-07-0820000
Participant contributions to plan in this plan year2024-07-0884850
Other contributions to plan in this plan year2024-07-086975
Other income to plan in this plan year2024-07-0825273
Plan net income in this plan year2024-07-08147982
Net assets as of the end of the plan year2024-07-08247157
Net assets as of the beginning of the plan year2024-07-0899175
Employer contributions to plan in this plan year2024-07-0831963
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-081079

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