401k Plan data: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN plan

MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN
Plan identification number	003

MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

MCFARLANE CAZALE & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: MCFARLANE CAZALE & ASSOCIATES

Employer identification number (EIN): 942666902

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01 MILES YAMAMOTO 2023-01-30 MILES YAMAMOTO 2023-01-30
003 2020-07-01 MILES YAMAMOTO 2022-04-14 MILES YAMAMOTO 2022-04-14
003 2019-07-01 MILES YAMAMOTO 2021-04-14 MILES YAMAMOTO 2021-04-14
003 2018-07-01 MILES YAMAMOTO 2020-04-14 MILES YAMAMOTO 2020-04-14
003 2017-07-01 SADIE POURFATHI 2019-04-13
003 2016-07-01 SADIE POURFATHI 2019-03-22
003 2015-07-01 SADIE POURFATHI 2019-03-22
003 2014-07-01 MILES YAMAMOTO MILES YAMAMOTO 2016-12-07
003 2013-07-01 MILES YAMAMOTO MILES YAMAMOTO 2015-05-21
003 2012-07-01 MILES YAMAMOTO MILES YAMAMOTO 2014-04-15
003 2011-07-01 MILES YAMAMOTO MILES YAMAMOTO 2013-04-04
003 2010-07-01 MILES YAMAMOTO MILES YAMAMOTO 2012-04-17
003 2009-07-01 MILES YAMAMOTO MILES YAMAMOTO 2011-04-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-07-01	MILES YAMAMOTO	2023-01-30	MILES YAMAMOTO	2023-01-30
003	2020-07-01	MILES YAMAMOTO	2022-04-14	MILES YAMAMOTO	2022-04-14
003	2019-07-01	MILES YAMAMOTO	2021-04-14	MILES YAMAMOTO	2021-04-14
003	2018-07-01	MILES YAMAMOTO	2020-04-14	MILES YAMAMOTO	2020-04-14
003	2017-07-01	SADIE POURFATHI	2019-04-13
003	2016-07-01	SADIE POURFATHI	2019-03-22
003	2015-07-01	SADIE POURFATHI	2019-03-22
003	2014-07-01	MILES YAMAMOTO		MILES YAMAMOTO	2016-12-07
003	2013-07-01	MILES YAMAMOTO		MILES YAMAMOTO	2015-05-21
003	2012-07-01	MILES YAMAMOTO		MILES YAMAMOTO	2014-04-15
003	2011-07-01	MILES YAMAMOTO		MILES YAMAMOTO	2013-04-04
003	2010-07-01	MILES YAMAMOTO		MILES YAMAMOTO	2012-04-17
003	2009-07-01	MILES YAMAMOTO		MILES YAMAMOTO	2011-04-18

Plan Statistics for MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN

Measure Date Value
2021: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 0
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 0
Number of participants with account balances 2021-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 3
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 3
Number of participants with account balances 2020-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 9
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 7
Total of all active and inactive participants 2019-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 16
Number of participants with account balances 2019-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 9
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 7
Total of all active and inactive participants 2018-07-01 16
Total participants 2018-07-01 16
Number of participants with account balances 2018-07-01 16
2017: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 10
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 4
Total of all active and inactive participants 2017-07-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 14
Number of participants with account balances 2017-07-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 10
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 5
Total of all active and inactive participants 2016-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 15
Number of participants with account balances 2016-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 11
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 4
Total of all active and inactive participants 2015-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 15
Number of participants with account balances 2015-07-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 12
Number of other retired or separated participants entitled to future benefits 2014-07-01 5
Total of all active and inactive participants 2014-07-01 17
Total participants 2014-07-01 17
Number of participants with account balances 2014-07-01 17
2013: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 12
Number of other retired or separated participants entitled to future benefits 2013-07-01 2
Total of all active and inactive participants 2013-07-01 14
Total participants 2013-07-01 14
Number of participants with account balances 2013-07-01 14
2012: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 13
Number of other retired or separated participants entitled to future benefits 2012-07-01 4
Total of all active and inactive participants 2012-07-01 17
Total participants 2012-07-01 17
Number of participants with account balances 2012-07-01 17
2011: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 14
Number of other retired or separated participants entitled to future benefits 2011-07-01 3
Total of all active and inactive participants 2011-07-01 17
Total participants 2011-07-01 17
Number of participants with account balances 2011-07-01 17
2010: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 9
Number of other retired or separated participants entitled to future benefits 2010-07-01 2
Total of all active and inactive participants 2010-07-01 11
Total participants 2010-07-01 11
Number of participants with account balances 2010-07-01 11
2009: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 10
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 13
Total participants 2009-07-01 13
Number of participants with account balances 2009-07-01 13

Measure	Date	Value
2021: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	0
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	0
Number of participants with account balances	2021-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	3
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	3
Number of participants with account balances	2020-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	9
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	7
Total of all active and inactive participants	2019-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	16
Number of participants with account balances	2019-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	9
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	7
Total of all active and inactive participants	2018-07-01	16
Total participants	2018-07-01	16
Number of participants with account balances	2018-07-01	16
2017: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	10
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	4
Total of all active and inactive participants	2017-07-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	14
Number of participants with account balances	2017-07-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	10
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	5
Total of all active and inactive participants	2016-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	15
Number of participants with account balances	2016-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	11
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	4
Total of all active and inactive participants	2015-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	15
Number of participants with account balances	2015-07-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	12
Number of other retired or separated participants entitled to future benefits	2014-07-01	5
Total of all active and inactive participants	2014-07-01	17
Total participants	2014-07-01	17
Number of participants with account balances	2014-07-01	17
2013: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	12
Number of other retired or separated participants entitled to future benefits	2013-07-01	2
Total of all active and inactive participants	2013-07-01	14
Total participants	2013-07-01	14
Number of participants with account balances	2013-07-01	14
2012: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	13
Number of other retired or separated participants entitled to future benefits	2012-07-01	4
Total of all active and inactive participants	2012-07-01	17
Total participants	2012-07-01	17
Number of participants with account balances	2012-07-01	17
2011: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	14
Number of other retired or separated participants entitled to future benefits	2011-07-01	3
Total of all active and inactive participants	2011-07-01	17
Total participants	2011-07-01	17
Number of participants with account balances	2011-07-01	17
2010: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	9
Number of other retired or separated participants entitled to future benefits	2010-07-01	2
Total of all active and inactive participants	2010-07-01	11
Total participants	2010-07-01	11
Number of participants with account balances	2010-07-01	11
2009: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	10
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	13
Total participants	2009-07-01	13
Number of participants with account balances	2009-07-01	13

Financial Data on MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$3,235
Expenses. Total of all expenses incurred	2022-06-30	$86,920
Benefits paid (including direct rollovers)	2022-06-30	$86,920
Total plan assets at end of year	2022-06-30	$0
Total plan assets at beginning of year	2022-06-30	$83,685
Value of fidelity bond covering the plan	2022-06-30	$500,000
Total contributions received or receivable from participants	2022-06-30	$0
Expenses. Other expenses not covered elsewhere	2022-06-30	$0
Contributions received from other sources (not participants or employers)	2022-06-30	$0
Other income received	2022-06-30	$3,235
Noncash contributions received	2022-06-30	$0
Net income (gross income less expenses)	2022-06-30	$-83,685
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$83,685
Total contributions received or receivable from employer(s)	2022-06-30	$0
Value of certain deemed distributions of participant loans	2022-06-30	$0
Value of corrective distributions	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$0
2021 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-06-30	$0
Total plan liabilities at end of year	2021-06-30	$0
Total income from all sources	2021-06-30	$1,205,885
Expenses. Total of all expenses incurred	2021-06-30	$8,199,801
Benefits paid (including direct rollovers)	2021-06-30	$8,185,890
Total plan assets at end of year	2021-06-30	$83,685
Total plan assets at beginning of year	2021-06-30	$7,077,601
Value of fidelity bond covering the plan	2021-06-30	$500,000
Total contributions received or receivable from participants	2021-06-30	$0
Expenses. Other expenses not covered elsewhere	2021-06-30	$0
Contributions received from other sources (not participants or employers)	2021-06-30	$0
Other income received	2021-06-30	$1,205,885
Noncash contributions received	2021-06-30	$0
Net income (gross income less expenses)	2021-06-30	$-6,993,916
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$83,685
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$7,077,601
Total contributions received or receivable from employer(s)	2021-06-30	$0
Value of certain deemed distributions of participant loans	2021-06-30	$0
Value of corrective distributions	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$13,911
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$323,849
Expenses. Total of all expenses incurred	2020-06-30	$520,783
Benefits paid (including direct rollovers)	2020-06-30	$492,992
Total plan assets at end of year	2020-06-30	$7,077,601
Total plan assets at beginning of year	2020-06-30	$7,274,535
Value of fidelity bond covering the plan	2020-06-30	$500,000
Total contributions received or receivable from participants	2020-06-30	$125,890
Other income received	2020-06-30	$172,203
Net income (gross income less expenses)	2020-06-30	$-196,934
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$7,077,601
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$7,274,535
Assets. Value of assets in partnership/joint-venture interests	2020-06-30	$1,500
Total contributions received or receivable from employer(s)	2020-06-30	$25,756
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$27,791
2019 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$476,479
Expenses. Total of all expenses incurred	2019-06-30	$103,241
Benefits paid (including direct rollovers)	2019-06-30	$75,000
Total plan assets at end of year	2019-06-30	$7,274,535
Total plan assets at beginning of year	2019-06-30	$6,901,297
Value of fidelity bond covering the plan	2019-06-30	$500,000
Total contributions received or receivable from participants	2019-06-30	$165,317
Other income received	2019-06-30	$274,213
Net income (gross income less expenses)	2019-06-30	$373,238
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$7,274,535
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$6,901,297
Assets. Value of assets in partnership/joint-venture interests	2019-06-30	$15,000
Total contributions received or receivable from employer(s)	2019-06-30	$36,949
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$28,241
2018 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$940,409
Expenses. Total of all expenses incurred	2017-06-30	$80,651
Benefits paid (including direct rollovers)	2017-06-30	$56,500
Total plan assets at end of year	2017-06-30	$6,149,954
Total plan assets at beginning of year	2017-06-30	$5,290,196
Value of fidelity bond covering the plan	2017-06-30	$500,000
Total contributions received or receivable from participants	2017-06-30	$139,331
Expenses. Other expenses not covered elsewhere	2017-06-30	$24,151
Other income received	2017-06-30	$757,433
Net income (gross income less expenses)	2017-06-30	$859,758
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$6,149,954
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$5,290,196
Assets. Value of assets in partnership/joint-venture interests	2017-06-30	$5,500
Total contributions received or receivable from employer(s)	2017-06-30	$43,645
2016 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$459,208
Expenses. Total of all expenses incurred	2016-06-30	$293,533
Benefits paid (including direct rollovers)	2016-06-30	$267,543
Total plan assets at end of year	2016-06-30	$5,290,196
Total plan assets at beginning of year	2016-06-30	$5,124,521
Value of fidelity bond covering the plan	2016-06-30	$500,000
Total contributions received or receivable from participants	2016-06-30	$158,667
Expenses. Other expenses not covered elsewhere	2016-06-30	$25,990
Other income received	2016-06-30	$254,270
Net income (gross income less expenses)	2016-06-30	$165,675
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$5,290,196
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$5,124,521
Assets. Value of assets in partnership/joint-venture interests	2016-06-30	$3,552
Total contributions received or receivable from employer(s)	2016-06-30	$46,271
2015 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$668,171
Expenses. Total of all expenses incurred	2015-06-30	$369,085
Benefits paid (including direct rollovers)	2015-06-30	$349,450
Total plan assets at end of year	2015-06-30	$5,124,521
Total plan assets at beginning of year	2015-06-30	$4,825,435
Value of fidelity bond covering the plan	2015-06-30	$400,000
Total contributions received or receivable from participants	2015-06-30	$164,232
Expenses. Other expenses not covered elsewhere	2015-06-30	$19,635
Other income received	2015-06-30	$458,495
Net income (gross income less expenses)	2015-06-30	$299,086
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$5,124,521
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$4,825,435
Assets. Value of assets in partnership/joint-venture interests	2015-06-30	$24,275
Total contributions received or receivable from employer(s)	2015-06-30	$45,444
2014 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$979,942
Expenses. Total of all expenses incurred	2014-06-30	$138,367
Benefits paid (including direct rollovers)	2014-06-30	$120,165
Total plan assets at end of year	2014-06-30	$4,825,435
Total plan assets at beginning of year	2014-06-30	$3,983,860
Value of fidelity bond covering the plan	2014-06-30	$400,000
Total contributions received or receivable from participants	2014-06-30	$147,729
Expenses. Other expenses not covered elsewhere	2014-06-30	$18,202
Other income received	2014-06-30	$782,509
Net income (gross income less expenses)	2014-06-30	$841,575
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$4,825,435
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,983,860
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$313,366
Total contributions received or receivable from employer(s)	2014-06-30	$49,704
2013 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$697,650
Expenses. Total of all expenses incurred	2013-06-30	$14,432
Benefits paid (including direct rollovers)	2013-06-30	$675
Total plan assets at end of year	2013-06-30	$3,983,860
Total plan assets at beginning of year	2013-06-30	$3,300,642
Value of fidelity bond covering the plan	2013-06-30	$300,000
Total contributions received or receivable from participants	2013-06-30	$131,032
Expenses. Other expenses not covered elsewhere	2013-06-30	$13,757
Other income received	2013-06-30	$515,156
Net income (gross income less expenses)	2013-06-30	$683,218
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,983,860
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$3,300,642
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$315,652
Total contributions received or receivable from employer(s)	2013-06-30	$51,462
2012 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$360,409
Expenses. Total of all expenses incurred	2012-06-30	$17,135
Benefits paid (including direct rollovers)	2012-06-30	$4,864
Total plan assets at end of year	2012-06-30	$3,300,642
Total plan assets at beginning of year	2012-06-30	$2,957,368
Value of fidelity bond covering the plan	2012-06-30	$300,000
Total contributions received or receivable from participants	2012-06-30	$111,640
Assets. Value of loans (other than to participants)	2012-06-30	$35,184
Expenses. Other expenses not covered elsewhere	2012-06-30	$12,271
Other income received	2012-06-30	$206,334
Net income (gross income less expenses)	2012-06-30	$343,274
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$3,300,642
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,957,368
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$330,031
Total contributions received or receivable from employer(s)	2012-06-30	$42,435
2011 : MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$777,653
Expenses. Total of all expenses incurred	2011-06-30	$197,388
Benefits paid (including direct rollovers)	2011-06-30	$185,244
Total plan assets at end of year	2011-06-30	$2,957,368
Total plan assets at beginning of year	2011-06-30	$2,377,103
Value of fidelity bond covering the plan	2011-06-30	$300,000
Total contributions received or receivable from participants	2011-06-30	$102,145
Assets. Value of loans (other than to participants)	2011-06-30	$35,184
Expenses. Other expenses not covered elsewhere	2011-06-30	$12,144
Other income received	2011-06-30	$638,196
Net income (gross income less expenses)	2011-06-30	$580,265
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,957,368
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,377,103
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$268,285
Total contributions received or receivable from employer(s)	2011-06-30	$37,312

Form 5500 Responses for MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN

2021: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	Yes
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MCFARLANE CAZALE & ASSOCIATES 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

000MCFA00CA00K1

Policy instance

Insurance contract or identification number	000MCFA00CA00K1
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

000MCFA00CA00K1

Policy instance

Insurance contract or identification number	000MCFA00CA00K1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

000MCFA00CA00K1

Policy instance

Insurance contract or identification number	000MCFA00CA00K1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

0000MCFA00CA00

Policy instance

Insurance contract or identification number	0000MCFA00CA00
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

000MCFA00CA00K1

Policy instance

Insurance contract or identification number	000MCFA00CA00K1
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $67
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $67
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

000MCFA00CA00K1

Policy instance

Insurance contract or identification number	000MCFA00CA00K1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	MCFARLANE CAZALE & ASSOCIATES
Employer identification number (EIN):	942666902
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants