401k Plan data: J. F. MCDONALD INSURANCE AGENCY INC plan

J. F. MCDONALD INSURANCE AGENCY INC 401k Plan overview

Plan Name	J. F. MCDONALD INSURANCE AGENCY INC
Plan identification number	001

J. F. MCDONALD INSURANCE AGENCY INC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

J. F. MCDONALD INSURANCE AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name: J. F. MCDONALD INSURANCE AGENCY INC

Employer identification number (EIN): 042604914

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. F. MCDONALD INSURANCE AGENCY INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-09-01
001 2019-09-01
001 2018-09-01
001 2017-09-01
001 2016-09-01 JOSEPH F MCDONALD JOSEPH F MCDONALD 2018-02-22
001 2015-09-01 JOSEPH F MCDONALD JOSEPH F MCDONALD 2017-04-28
001 2014-09-01 JOSEPH F MCDONALD JOSEPH F MCDONALD 2015-12-27
001 2013-09-01 JOSEPH F MCDONALD JOSEPH F MCDONALD 2015-01-31
001 2012-09-01 JOSEPH F MCDONALD JOSEPH F MCDONALD 2014-02-15
001 2011-09-01 JOSEPH F MCDONALD JOSEPH F MCDONALD 2013-03-21
001 2010-09-01 JOSEPH F MCDONALD JOSEPH F MCDONALD 2012-05-25
001 2009-09-01 JOSEPH F MCDONALD JOSEPH F MCDONALD 2011-01-17
001 2009-09-01 JOSEPH F MCDONALD JOSEPH F MCDONALD 2011-01-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-09-01
001	2019-09-01
001	2018-09-01
001	2017-09-01
001	2016-09-01	JOSEPH F MCDONALD	JOSEPH F MCDONALD	2018-02-22
001	2015-09-01	JOSEPH F MCDONALD	JOSEPH F MCDONALD	2017-04-28
001	2014-09-01	JOSEPH F MCDONALD	JOSEPH F MCDONALD	2015-12-27
001	2013-09-01	JOSEPH F MCDONALD	JOSEPH F MCDONALD	2015-01-31
001	2012-09-01	JOSEPH F MCDONALD	JOSEPH F MCDONALD	2014-02-15
001	2011-09-01	JOSEPH F MCDONALD	JOSEPH F MCDONALD	2013-03-21
001	2010-09-01	JOSEPH F MCDONALD	JOSEPH F MCDONALD	2012-05-25
001	2009-09-01	JOSEPH F MCDONALD	JOSEPH F MCDONALD	2011-01-17
001	2009-09-01	JOSEPH F MCDONALD	JOSEPH F MCDONALD	2011-01-28

Plan Statistics for J. F. MCDONALD INSURANCE AGENCY INC

401k plan membership statisitcs for J. F. MCDONALD INSURANCE AGENCY INC

Measure Date Value
2018: J. F. MCDONALD INSURANCE AGENCY INC 2018 401k membership
Total participants, beginning-of-year 2018-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 2
Number of other retired or separated participants entitled to future benefits 2018-09-01 1
Total of all active and inactive participants 2018-09-01 3
Total participants 2018-09-01 3
Number of participants with account balances 2018-09-01 3
2017: J. F. MCDONALD INSURANCE AGENCY INC 2017 401k membership
Total participants, beginning-of-year 2017-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 3
Number of other retired or separated participants entitled to future benefits 2017-09-01 1
Total of all active and inactive participants 2017-09-01 4
Total participants 2017-09-01 4
Number of participants with account balances 2017-09-01 4
2016: J. F. MCDONALD INSURANCE AGENCY INC 2016 401k membership
Total participants, beginning-of-year 2016-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 3
Number of other retired or separated participants entitled to future benefits 2016-09-01 1
Total of all active and inactive participants 2016-09-01 4
Total participants 2016-09-01 4
Number of participants with account balances 2016-09-01 4
2015: J. F. MCDONALD INSURANCE AGENCY INC 2015 401k membership
Total participants, beginning-of-year 2015-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 3
Total of all active and inactive participants 2015-09-01 3
Total participants 2015-09-01 3
Number of participants with account balances 2015-09-01 3
2014: J. F. MCDONALD INSURANCE AGENCY INC 2014 401k membership
Total participants, beginning-of-year 2014-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 3
Number of other retired or separated participants entitled to future benefits 2014-09-01 1
Total of all active and inactive participants 2014-09-01 4
Total participants 2014-09-01 4
Number of participants with account balances 2014-09-01 4
2013: J. F. MCDONALD INSURANCE AGENCY INC 2013 401k membership
Total participants, beginning-of-year 2013-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 3
Total of all active and inactive participants 2013-09-01 3
Total participants 2013-09-01 3
Number of participants with account balances 2013-09-01 3
2012: J. F. MCDONALD INSURANCE AGENCY INC 2012 401k membership
Total participants, beginning-of-year 2012-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 3
Number of other retired or separated participants entitled to future benefits 2012-09-01 1
Total of all active and inactive participants 2012-09-01 4
Total participants 2012-09-01 4
Number of participants with account balances 2012-09-01 4
2011: J. F. MCDONALD INSURANCE AGENCY INC 2011 401k membership
Total participants, beginning-of-year 2011-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 3
Number of other retired or separated participants entitled to future benefits 2011-09-01 1
Total of all active and inactive participants 2011-09-01 4
Total participants 2011-09-01 4
Number of participants with account balances 2011-09-01 4
2010: J. F. MCDONALD INSURANCE AGENCY INC 2010 401k membership
Total participants, beginning-of-year 2010-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 3
Number of other retired or separated participants entitled to future benefits 2010-09-01 1
Total of all active and inactive participants 2010-09-01 4
Total participants 2010-09-01 4
Number of participants with account balances 2010-09-01 4
2009: J. F. MCDONALD INSURANCE AGENCY INC 2009 401k membership
Total participants, beginning-of-year 2009-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 3
Number of other retired or separated participants entitled to future benefits 2009-09-01 1
Total of all active and inactive participants 2009-09-01 4
Total participants 2009-09-01 4
Number of participants with account balances 2009-09-01 4

Measure	Date	Value
2018: J. F. MCDONALD INSURANCE AGENCY INC 2018 401k membership
Total participants, beginning-of-year	2018-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	2
Number of other retired or separated participants entitled to future benefits	2018-09-01	1
Total of all active and inactive participants	2018-09-01	3
Total participants	2018-09-01	3
Number of participants with account balances	2018-09-01	3
2017: J. F. MCDONALD INSURANCE AGENCY INC 2017 401k membership
Total participants, beginning-of-year	2017-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	3
Number of other retired or separated participants entitled to future benefits	2017-09-01	1
Total of all active and inactive participants	2017-09-01	4
Total participants	2017-09-01	4
Number of participants with account balances	2017-09-01	4
2016: J. F. MCDONALD INSURANCE AGENCY INC 2016 401k membership
Total participants, beginning-of-year	2016-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	3
Number of other retired or separated participants entitled to future benefits	2016-09-01	1
Total of all active and inactive participants	2016-09-01	4
Total participants	2016-09-01	4
Number of participants with account balances	2016-09-01	4
2015: J. F. MCDONALD INSURANCE AGENCY INC 2015 401k membership
Total participants, beginning-of-year	2015-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	3
Total of all active and inactive participants	2015-09-01	3
Total participants	2015-09-01	3
Number of participants with account balances	2015-09-01	3
2014: J. F. MCDONALD INSURANCE AGENCY INC 2014 401k membership
Total participants, beginning-of-year	2014-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	3
Number of other retired or separated participants entitled to future benefits	2014-09-01	1
Total of all active and inactive participants	2014-09-01	4
Total participants	2014-09-01	4
Number of participants with account balances	2014-09-01	4
2013: J. F. MCDONALD INSURANCE AGENCY INC 2013 401k membership
Total participants, beginning-of-year	2013-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	3
Total of all active and inactive participants	2013-09-01	3
Total participants	2013-09-01	3
Number of participants with account balances	2013-09-01	3
2012: J. F. MCDONALD INSURANCE AGENCY INC 2012 401k membership
Total participants, beginning-of-year	2012-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	3
Number of other retired or separated participants entitled to future benefits	2012-09-01	1
Total of all active and inactive participants	2012-09-01	4
Total participants	2012-09-01	4
Number of participants with account balances	2012-09-01	4
2011: J. F. MCDONALD INSURANCE AGENCY INC 2011 401k membership
Total participants, beginning-of-year	2011-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	3
Number of other retired or separated participants entitled to future benefits	2011-09-01	1
Total of all active and inactive participants	2011-09-01	4
Total participants	2011-09-01	4
Number of participants with account balances	2011-09-01	4
2010: J. F. MCDONALD INSURANCE AGENCY INC 2010 401k membership
Total participants, beginning-of-year	2010-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	3
Number of other retired or separated participants entitled to future benefits	2010-09-01	1
Total of all active and inactive participants	2010-09-01	4
Total participants	2010-09-01	4
Number of participants with account balances	2010-09-01	4
2009: J. F. MCDONALD INSURANCE AGENCY INC 2009 401k membership
Total participants, beginning-of-year	2009-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	3
Number of other retired or separated participants entitled to future benefits	2009-09-01	1
Total of all active and inactive participants	2009-09-01	4
Total participants	2009-09-01	4
Number of participants with account balances	2009-09-01	4

Financial Data on J. F. MCDONALD INSURANCE AGENCY INC

Measure	Date	Value
2019 : J. F. MCDONALD INSURANCE AGENCY INC 2019 401k financial data
Total income from all sources	2019-08-31	$73,972
Expenses. Total of all expenses incurred	2019-08-31	$89,880
Benefits paid (including direct rollovers)	2019-08-31	$89,880
Total plan assets at end of year	2019-08-31	$885,511
Total plan assets at beginning of year	2019-08-31	$901,419
Value of fidelity bond covering the plan	2019-08-31	$100,000
Other income received	2019-08-31	$54,092
Net income (gross income less expenses)	2019-08-31	$-15,908
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$885,511
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$901,419
Total contributions received or receivable from employer(s)	2019-08-31	$19,880
2017 : J. F. MCDONALD INSURANCE AGENCY INC 2017 401k financial data
Total income from all sources	2017-08-31	$192,286
Total plan assets at end of year	2017-08-31	$891,004
Total plan assets at beginning of year	2017-08-31	$698,718
Value of fidelity bond covering the plan	2017-08-31	$100,000
Other income received	2017-08-31	$152,331
Net income (gross income less expenses)	2017-08-31	$192,286
Net plan assets at end of year (total assets less liabilities)	2017-08-31	$891,004
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$698,718
Total contributions received or receivable from employer(s)	2017-08-31	$39,955
2016 : J. F. MCDONALD INSURANCE AGENCY INC 2016 401k financial data
Total income from all sources	2016-08-31	$60,297
Expenses. Total of all expenses incurred	2016-08-31	$73,472
Benefits paid (including direct rollovers)	2016-08-31	$73,472
Total plan assets at end of year	2016-08-31	$698,718
Total plan assets at beginning of year	2016-08-31	$711,893
Value of fidelity bond covering the plan	2016-08-31	$50,000
Other income received	2016-08-31	$20,656
Net income (gross income less expenses)	2016-08-31	$-13,175
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$698,718
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$711,893
Total contributions received or receivable from employer(s)	2016-08-31	$39,641
2015 : J. F. MCDONALD INSURANCE AGENCY INC 2015 401k financial data
Total income from all sources	2015-08-31	$87,100
Total plan assets at end of year	2015-08-31	$711,893
Total plan assets at beginning of year	2015-08-31	$624,793
Value of fidelity bond covering the plan	2015-08-31	$50,000
Other income received	2015-08-31	$46,941
Net income (gross income less expenses)	2015-08-31	$87,100
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$711,893
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$624,793
Total contributions received or receivable from employer(s)	2015-08-31	$40,159
2014 : J. F. MCDONALD INSURANCE AGENCY INC 2014 401k financial data
Total income from all sources	2014-08-31	$96,098
Expenses. Total of all expenses incurred	2014-08-31	$70,456
Benefits paid (including direct rollovers)	2014-08-31	$70,456
Total plan assets at end of year	2014-08-31	$624,793
Total plan assets at beginning of year	2014-08-31	$599,151
Value of fidelity bond covering the plan	2014-08-31	$50,000
Other income received	2014-08-31	$80,908
Net income (gross income less expenses)	2014-08-31	$25,642
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$624,793
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$599,151
Total contributions received or receivable from employer(s)	2014-08-31	$15,190
2013 : J. F. MCDONALD INSURANCE AGENCY INC 2013 401k financial data
Total income from all sources	2013-08-31	$119,311
Total plan assets at end of year	2013-08-31	$599,151
Total plan assets at beginning of year	2013-08-31	$479,840
Value of fidelity bond covering the plan	2013-08-31	$50,000
Other income received	2013-08-31	$85,576
Net income (gross income less expenses)	2013-08-31	$119,311
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$599,151
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$479,840
Total contributions received or receivable from employer(s)	2013-08-31	$33,735
2012 : J. F. MCDONALD INSURANCE AGENCY INC 2012 401k financial data
Total income from all sources	2012-08-31	$11,335
Total plan assets at end of year	2012-08-31	$479,840
Total plan assets at beginning of year	2012-08-31	$468,505
Value of fidelity bond covering the plan	2012-08-31	$50,000
Other income received	2012-08-31	$-21,882
Net income (gross income less expenses)	2012-08-31	$11,335
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$479,840
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$468,505
Total contributions received or receivable from employer(s)	2012-08-31	$33,217
2011 : J. F. MCDONALD INSURANCE AGENCY INC 2011 401k financial data
Total income from all sources	2011-08-31	$41,273
Total plan assets at end of year	2011-08-31	$468,505
Total plan assets at beginning of year	2011-08-31	$427,232
Value of fidelity bond covering the plan	2011-08-31	$50,000
Other income received	2011-08-31	$29,531
Net income (gross income less expenses)	2011-08-31	$41,273
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$468,505
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$427,232
Total contributions received or receivable from employer(s)	2011-08-31	$11,742

Form 5500 Responses for J. F. MCDONALD INSURANCE AGENCY INC

2018: J. F. MCDONALD INSURANCE AGENCY INC 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: J. F. MCDONALD INSURANCE AGENCY INC 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: J. F. MCDONALD INSURANCE AGENCY INC 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: J. F. MCDONALD INSURANCE AGENCY INC 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: J. F. MCDONALD INSURANCE AGENCY INC 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: J. F. MCDONALD INSURANCE AGENCY INC 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: J. F. MCDONALD INSURANCE AGENCY INC 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: J. F. MCDONALD INSURANCE AGENCY INC 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: J. F. MCDONALD INSURANCE AGENCY INC 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: J. F. MCDONALD INSURANCE AGENCY INC 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	Yes
2009-09-01	This submission is the final filing	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J. F. MCDONALD INSURANCE AGENCY INC
Employer identification number (EIN):	042604914
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages