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CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN
Plan identification number 001

CONNOLLY, TACON & MESERVE 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CONNOLLY, TACON & MESERVE has sponsored the creation of one or more 401k plans.

Company Name:CONNOLLY, TACON & MESERVE
Employer identification number (EIN):911398207
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JONATHAN A SPROUFFSKE2023-07-26
0012021-01-01JONATHAN SPROUFFSKE2022-09-19 JONATHAN SPROUFFSKE2022-09-19
0012020-01-01JONATHAN SPROUFFSKE2021-07-20 JONATHAN SPROUFFSKE2021-07-20
0012019-01-01JONATHAN SPROUFFSKE2020-07-21 JONATHAN SPROUFFSKE2020-07-21
0012018-01-01DANIELLE BIGLEY2019-07-24 DANIELLE BIGLEY2019-07-24
0012017-01-01DANIELLE BIGLEY2018-07-20 DANIELLE BIGLEY2018-07-20
0012016-01-01DANIELLE BIGLEY2017-06-13
0012015-01-01DBIGLEY JSPROUFFSKE2016-07-26
0012014-01-01DANIELLE V BIGLEY
0012013-01-01STACIE-DEE MOTOYAMA
0012012-01-01STACIE-DEE MOTOYAMA
0012011-01-01STACIE-DEE MOTOYAMA
0012010-01-01STACIE-DEE MOTOYAMA
0012009-01-01STACIE-DEE M. MOTOYAMA

Plan Statistics for CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0119
Total number of active participants reported on line 7a of the Form 55002010-01-0118
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$251,851
Expenses. Total of all expenses incurred2015-12-31$361,902
Benefits paid (including direct rollovers)2015-12-31$357,667
Total plan assets at end of year2015-12-31$5,893,820
Total plan assets at beginning of year2015-12-31$6,003,871
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$211,814
Expenses. Other expenses not covered elsewhere2015-12-31$4,235
Other income received2015-12-31$3,448
Net income (gross income less expenses)2015-12-31$-110,051
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,893,820
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,003,871
Assets. Value of participant loans2015-12-31$26,523
Total contributions received or receivable from employer(s)2015-12-31$36,589
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$550,362
Expenses. Total of all expenses incurred2014-12-31$638,340
Benefits paid (including direct rollovers)2014-12-31$636,251
Total plan assets at end of year2014-12-31$6,003,871
Total plan assets at beginning of year2014-12-31$6,091,849
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$228,869
Expenses. Other expenses not covered elsewhere2014-12-31$2,089
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$321,493
Net income (gross income less expenses)2014-12-31$-87,978
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,003,871
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,091,849
Assets. Value of participant loans2014-12-31$21,212
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,000,440
Expenses. Total of all expenses incurred2013-12-31$31,800
Benefits paid (including direct rollovers)2013-12-31$30,702
Total plan assets at end of year2013-12-31$6,091,849
Total plan assets at beginning of year2013-12-31$5,123,209
Total contributions received or receivable from participants2013-12-31$264,648
Expenses. Other expenses not covered elsewhere2013-12-31$1,098
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$697,401
Net income (gross income less expenses)2013-12-31$968,640
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,091,849
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,123,209
Assets. Value of participant loans2013-12-31$34,508
Total contributions received or receivable from employer(s)2013-12-31$38,391
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$749,436
Expenses. Total of all expenses incurred2012-12-31$3,783
Benefits paid (including direct rollovers)2012-12-31$3,136
Total plan assets at end of year2012-12-31$5,121,527
Total plan assets at beginning of year2012-12-31$4,375,874
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$247,621
Expenses. Other expenses not covered elsewhere2012-12-31$647
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$419,787
Net income (gross income less expenses)2012-12-31$745,653
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,121,527
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,375,874
Assets. Value of participant loans2012-12-31$67,292
Total contributions received or receivable from employer(s)2012-12-31$82,028
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$304,334
Expenses. Total of all expenses incurred2011-12-31$59,016
Benefits paid (including direct rollovers)2011-12-31$33,748
Total plan assets at end of year2011-12-31$4,375,874
Total plan assets at beginning of year2011-12-31$4,130,557
Value of fidelity bond covering the plan2011-12-31$275,000
Total contributions received or receivable from participants2011-12-31$236,213
Expenses. Other expenses not covered elsewhere2011-12-31$522
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$5,238
Net income (gross income less expenses)2011-12-31$245,318
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,375,874
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,130,557
Assets. Value of participant loans2011-12-31$61,384
Total contributions received or receivable from employer(s)2011-12-31$62,883
Value of certain deemed distributions of participant loans2011-12-31$24,746
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$660,813
Expenses. Total of all expenses incurred2010-12-31$66,999
Benefits paid (including direct rollovers)2010-12-31$66,515
Total plan assets at end of year2010-12-31$4,130,557
Total plan assets at beginning of year2010-12-31$3,536,743
Value of fidelity bond covering the plan2010-12-31$275,000
Total contributions received or receivable from participants2010-12-31$205,663
Expenses. Other expenses not covered elsewhere2010-12-31$484
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$387,541
Net income (gross income less expenses)2010-12-31$593,814
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,130,557
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,536,743
Assets. Value of participant loans2010-12-31$80,572
Total contributions received or receivable from employer(s)2010-12-31$67,609
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : CONNOLLY, TACON & MESERVE 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN

2015: CONNOLLY, TACON & MESERVE 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: CONNOLLY, TACON & MESERVE 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: CONNOLLY, TACON & MESERVE 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: CONNOLLY, TACON & MESERVE 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONNOLLY, TACON & MESERVE 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING 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: CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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