401k Plan data: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN plan

PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PATRICK J. MCGREE, PLLC has sponsored the creation of one or more 401k plans.

Company Name: PATRICK J. MCGREE, PLLC

Employer identification number (EIN): 205050956

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 PATRICK MCGREE PATRICK MCGREE 2019-01-23
001 2017-01-01 PATRICK MCGREE PATRICK MCGREE 2018-08-07
001 2016-01-01 PATRICK MCGREE PATRICK MCGREE 2017-06-28
001 2015-01-01 PATRICK MCGREE PATRICK MCGREE 2016-07-18
001 2014-01-01 PATRICK MCGREE PATRICK MCGREE 2015-09-28
001 2013-01-01 PATRICK MCGREE PATRICK MCGREE 2014-05-07
001 2012-01-01 PATRICK MCGREE PATRICK MCGREE 2013-04-30
001 2011-01-01 PATRICK MCGREE PATRICK MCGREE 2012-05-31
001 2010-01-01 PATRICK MCGREE PATRICK MCGREE 2011-07-31
001 2009-01-01 PATRICK MCGREE PATRICK MCGREE 2010-05-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	PATRICK MCGREE	PATRICK MCGREE	2019-01-23
001	2017-01-01	PATRICK MCGREE	PATRICK MCGREE	2018-08-07
001	2016-01-01	PATRICK MCGREE	PATRICK MCGREE	2017-06-28
001	2015-01-01	PATRICK MCGREE	PATRICK MCGREE	2016-07-18
001	2014-01-01	PATRICK MCGREE	PATRICK MCGREE	2015-09-28
001	2013-01-01	PATRICK MCGREE	PATRICK MCGREE	2014-05-07
001	2012-01-01	PATRICK MCGREE	PATRICK MCGREE	2013-04-30
001	2011-01-01	PATRICK MCGREE	PATRICK MCGREE	2012-05-31
001	2010-01-01	PATRICK MCGREE	PATRICK MCGREE	2011-07-31
001	2009-01-01	PATRICK MCGREE	PATRICK MCGREE	2010-05-25

Plan Statistics for PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Total of all active and inactive participants 2017-01-01 6
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
2016: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
2015: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2010: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Total of all active and inactive participants 2010-01-01 5
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
2009: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2018: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Total of all active and inactive participants	2017-01-01	6
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
2016: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
2015: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2010: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Total of all active and inactive participants	2010-01-01	5
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
2009: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$37,251
Expenses. Total of all expenses incurred	2018-12-31	$1,501,022
Benefits paid (including direct rollovers)	2018-12-31	$1,500,769
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$1,463,771
Value of fidelity bond covering the plan	2018-12-31	$147,000
Total contributions received or receivable from participants	2018-12-31	$686
Other income received	2018-12-31	$36,251
Net income (gross income less expenses)	2018-12-31	$-1,463,771
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,463,771
Assets. Value of participant loans	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$314
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$253
2017 : PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$229,299
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,463,771
Total plan assets at beginning of year	2017-12-31	$1,234,472
Value of fidelity bond covering the plan	2017-12-31	$147,000
Total contributions received or receivable from participants	2017-12-31	$25,740
Other income received	2017-12-31	$192,664
Net income (gross income less expenses)	2017-12-31	$229,299
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,463,771
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,234,472
Assets. Value of participant loans	2017-12-31	$1,934
Total contributions received or receivable from employer(s)	2017-12-31	$10,895
2016 : PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$147,919
Expenses. Total of all expenses incurred	2016-12-31	$75,995
Benefits paid (including direct rollovers)	2016-12-31	$75,995
Total plan assets at end of year	2016-12-31	$1,234,472
Total plan assets at beginning of year	2016-12-31	$1,162,548
Value of fidelity bond covering the plan	2016-12-31	$124,000
Total contributions received or receivable from participants	2016-12-31	$32,514
Other income received	2016-12-31	$102,104
Net income (gross income less expenses)	2016-12-31	$71,924
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,234,472
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,162,548
Assets. Value of participant loans	2016-12-31	$2,817
Total contributions received or receivable from employer(s)	2016-12-31	$13,301
2015 : PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$52,767
Expenses. Total of all expenses incurred	2015-12-31	$67,352
Benefits paid (including direct rollovers)	2015-12-31	$67,352
Total plan assets at end of year	2015-12-31	$1,162,548
Total plan assets at beginning of year	2015-12-31	$1,177,133
Value of fidelity bond covering the plan	2015-12-31	$117,000
Total contributions received or receivable from participants	2015-12-31	$30,992
Other income received	2015-12-31	$4,698
Net income (gross income less expenses)	2015-12-31	$-14,585
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,162,548
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,177,133
Assets. Value of participant loans	2015-12-31	$30,893
Total contributions received or receivable from employer(s)	2015-12-31	$17,077
2014 : PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$113,656
Total plan assets at end of year	2014-12-31	$1,177,133
Total plan assets at beginning of year	2014-12-31	$1,063,477
Value of fidelity bond covering the plan	2014-12-31	$55,000
Total contributions received or receivable from participants	2014-12-31	$32,850
Other income received	2014-12-31	$65,805
Net income (gross income less expenses)	2014-12-31	$113,656
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,177,133
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,063,477
Assets. Value of participant loans	2014-12-31	$38,430
Total contributions received or receivable from employer(s)	2014-12-31	$15,001
2013 : PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$233,331
Total plan assets at end of year	2013-12-31	$1,063,477
Total plan assets at beginning of year	2013-12-31	$830,146
Value of fidelity bond covering the plan	2013-12-31	$55,000
Total contributions received or receivable from participants	2013-12-31	$33,461
Other income received	2013-12-31	$184,854
Net income (gross income less expenses)	2013-12-31	$233,331
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,063,477
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$830,146
Assets. Value of participant loans	2013-12-31	$404
Total contributions received or receivable from employer(s)	2013-12-31	$15,016
2012 : PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$135,067
Total plan assets at end of year	2012-12-31	$830,146
Total plan assets at beginning of year	2012-12-31	$695,079
Value of fidelity bond covering the plan	2012-12-31	$55,000
Total contributions received or receivable from participants	2012-12-31	$33,006
Other income received	2012-12-31	$90,964
Net income (gross income less expenses)	2012-12-31	$135,067
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$830,146
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$695,079
Assets. Value of participant loans	2012-12-31	$1,104
Total contributions received or receivable from employer(s)	2012-12-31	$11,097
2011 : PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$22,746
Total plan assets at end of year	2011-12-31	$695,079
Total plan assets at beginning of year	2011-12-31	$672,333
Value of fidelity bond covering the plan	2011-12-31	$55,000
Total contributions received or receivable from participants	2011-12-31	$32,563
Other income received	2011-12-31	$-24,406
Net income (gross income less expenses)	2011-12-31	$22,746
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$695,079
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$672,333
Assets. Value of participant loans	2011-12-31	$1,782
Total contributions received or receivable from employer(s)	2011-12-31	$14,589
2010 : PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$116,346
Total plan assets at end of year	2010-12-31	$672,333
Total plan assets at beginning of year	2010-12-31	$555,987
Value of fidelity bond covering the plan	2010-12-31	$55,000
Total contributions received or receivable from participants	2010-12-31	$32,865
Other income received	2010-12-31	$70,507
Net income (gross income less expenses)	2010-12-31	$116,346
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$672,333
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$555,987
Assets. Value of participant loans	2010-12-31	$2,427
Total contributions received or receivable from employer(s)	2010-12-31	$12,974

Form 5500 Responses for PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN

2018: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PATRICK J. MCGREE, PLLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PATRICK J. MCGREE, PLLC
Employer identification number (EIN):	205050956
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists