401k Plan data: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN plan

THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 401k Plan overview

Plan Name	THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN
Plan identification number	001

THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN Benefits

401k Plan Type

Defined 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.
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.
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

THE JOHN MORGAN MCLACHLAN AGENCY has sponsored the creation of one or more 401k plans.

Company Name: THE JOHN MORGAN MCLACHLAN AGENCY

Employer identification number (EIN): 264004983

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MORGAN MCLACHLAN 2024-04-11
001 2022-01-01 MORGAN MCLACHLAN 2023-08-01
001 2021-01-01 MORGAN MCLACHLAN 2022-10-06
001 2020-01-01 MORGAN MCLACHLAN 2021-05-05
001 2019-01-01 MORGAN MCLACHLAN 2020-09-25
001 2018-01-01 MORGAN MCLACHLAN 2019-08-12
001 2017-01-01 MORGAN MCLACHLAN 2018-09-12
001 2016-01-01 MORGAN MCLACHLAN 2017-05-09
001 2015-01-01 MORGAN MCLACHLAN 2016-03-24
001 2014-01-01 MORGAN MCLACHLAN 2015-09-21
001 2013-01-01 MORGAN MCLACHLAN
001 2012-01-01 MORGAN MCLACHLAN
001 2011-01-01 JOHN M. MCLACHLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MORGAN MCLACHLAN	2024-04-11
001	2022-01-01	MORGAN MCLACHLAN	2023-08-01
001	2021-01-01	MORGAN MCLACHLAN	2022-10-06
001	2020-01-01	MORGAN MCLACHLAN	2021-05-05
001	2019-01-01	MORGAN MCLACHLAN	2020-09-25
001	2018-01-01	MORGAN MCLACHLAN	2019-08-12
001	2017-01-01	MORGAN MCLACHLAN	2018-09-12
001	2016-01-01	MORGAN MCLACHLAN	2017-05-09
001	2015-01-01	MORGAN MCLACHLAN	2016-03-24
001	2014-01-01	MORGAN MCLACHLAN	2015-09-21
001	2013-01-01	MORGAN MCLACHLAN
001	2012-01-01	MORGAN MCLACHLAN
001	2011-01-01	JOHN M. MCLACHLAN

Plan Statistics for THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

401k plan membership statisitcs for THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

Measure Date Value
2013: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2013: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

Measure	Date	Value
2013 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$70,501
Expenses. Total of all expenses incurred	2013-12-31	$6,592
Benefits paid (including direct rollovers)	2013-12-31	$6,592
Total plan assets at end of year	2013-12-31	$333,237
Total plan assets at beginning of year	2013-12-31	$269,328
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$4,517
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$63,909
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$333,237
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$269,328
Total contributions received or receivable from employer(s)	2013-12-31	$42,984
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$66,963
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$269,328
Total plan assets at beginning of year	2012-12-31	$202,365
Total contributions received or receivable from participants	2012-12-31	$22,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$2,151
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$66,963
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$269,328
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$202,365
Total contributions received or receivable from employer(s)	2012-12-31	$42,312
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$63,033
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$202,365
Total plan assets at beginning of year	2011-12-31	$139,332
Total contributions received or receivable from participants	2011-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-393
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$63,033
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$202,365
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$139,332
Total contributions received or receivable from employer(s)	2011-12-31	$41,426
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$76,246
Expenses. Total of all expenses incurred	2010-12-31	$1,398
Benefits paid (including direct rollovers)	2010-12-31	$1,398
Total plan assets at end of year	2010-12-31	$139,332
Total plan assets at beginning of year	2010-12-31	$64,484
Total contributions received or receivable from participants	2010-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,316
Noncash contributions received	2010-12-31	$11,999
Net income (gross income less expenses)	2010-12-31	$74,848
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$139,332
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$64,484
Total contributions received or receivable from employer(s)	2010-12-31	$40,931
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN

2013: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE JOHN MORGAN MCLACHLAN AGENCY 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE JOHN MORGAN MCLACHLAN AGENCY
Employer identification number (EIN):	264004983
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages