401k Plan data: MCBRIDE & SON 401(K) SAVINGS PLAN plan

MCBRIDE & SON 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	MCBRIDE & SON 401(K) SAVINGS PLAN
Plan identification number	004

MCBRIDE & SON 401(K) SAVINGS 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCBRIDE & SON SERVICES CO. has sponsored the creation of one or more 401k plans.

Company Name: MCBRIDE & SON SERVICES CO.

Employer identification number (EIN): 431497662

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCBRIDE & SON 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2020-01-01
004 2019-01-01
004 2013-01-01 ANDREA TEMPLETON
004 2012-01-01 ANDREA TEMPLETON ANDREA TEMPLETON 2013-10-14
004 2011-01-01 ANDREA TEMPLETON ANDREA TEMPLETON 2012-10-12
004 2009-01-01 ANDREA TEMPLETON ANDREA TEMPLETON 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2020-01-01
004	2019-01-01
004	2013-01-01	ANDREA TEMPLETON
004	2012-01-01	ANDREA TEMPLETON	ANDREA TEMPLETON	2013-10-14
004	2011-01-01	ANDREA TEMPLETON	ANDREA TEMPLETON	2012-10-12
004	2009-01-01	ANDREA TEMPLETON	ANDREA TEMPLETON	2010-10-15

Plan Statistics for MCBRIDE & SON 401(K) SAVINGS PLAN

401k plan membership statisitcs for MCBRIDE & SON 401(K) SAVINGS PLAN

Measure Date Value
2020: MCBRIDE & SON 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 117
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 173
Number of participants with account balances 2020-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: MCBRIDE & SON 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 130
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 51
Total of all active and inactive participants 2019-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 186
Number of participants with account balances 2019-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2013: MCBRIDE & SON 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 160
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 90
Total of all active and inactive participants 2013-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 250
Number of participants with account balances 2013-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: MCBRIDE & SON 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 156
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 92
Total of all active and inactive participants 2012-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 248
Number of participants with account balances 2012-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: MCBRIDE & SON 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 162
Number of other retired or separated participants entitled to future benefits 2011-01-01 85
Total of all active and inactive participants 2011-01-01 247
Total participants 2011-01-01 247
Number of participants with account balances 2011-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 13
2009: MCBRIDE & SON 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 357
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 236
Number of other retired or separated participants entitled to future benefits 2009-01-01 161
Total of all active and inactive participants 2009-01-01 397
Total participants 2009-01-01 397
Number of participants with account balances 2009-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 21

Measure	Date	Value
2020: MCBRIDE & SON 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	117
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	173
Number of participants with account balances	2020-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: MCBRIDE & SON 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	130
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	51
Total of all active and inactive participants	2019-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	186
Number of participants with account balances	2019-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2013: MCBRIDE & SON 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	160
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	90
Total of all active and inactive participants	2013-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	250
Number of participants with account balances	2013-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: MCBRIDE & SON 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	156
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	92
Total of all active and inactive participants	2012-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	248
Number of participants with account balances	2012-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: MCBRIDE & SON 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	162
Number of other retired or separated participants entitled to future benefits	2011-01-01	85
Total of all active and inactive participants	2011-01-01	247
Total participants	2011-01-01	247
Number of participants with account balances	2011-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	13
2009: MCBRIDE & SON 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	357
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	236
Number of other retired or separated participants entitled to future benefits	2009-01-01	161
Total of all active and inactive participants	2009-01-01	397
Total participants	2009-01-01	397
Number of participants with account balances	2009-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	21

Financial Data on MCBRIDE & SON 401(K) SAVINGS PLAN

Measure	Date	Value
2020 : MCBRIDE & SON 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,088,726
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,010,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,951,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,796,083
Value of total assets at end of year	2020-12-31	$26,647,765
Value of total assets at beginning of year	2020-12-31	$24,569,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$58,414
Total interest from all sources	2020-12-31	$5,900
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$10,825
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$690,048
Participant contributions at end of year	2020-12-31	$69,720
Participant contributions at beginning of year	2020-12-31	$144,891
Participant contributions at end of year	2020-12-31	$19,082
Participant contributions at beginning of year	2020-12-31	$21,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,078,613
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,647,765
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,569,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$18,750
Interest on participant loans	2020-12-31	$5,900
Value of interest in master investment trust accounts at end of year	2020-12-31	$25,452,928
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$23,314,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,106,035
Employer contributions (assets) at end of year	2020-12-31	$1,106,035
Employer contributions (assets) at beginning of year	2020-12-31	$1,088,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,951,699
Contract administrator fees	2020-12-31	$28,839
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PURK & ASSOCIATES, P.C.
Accountancy firm EIN	2020-12-31	264532849
2019 : MCBRIDE & SON 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,453,936
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,136,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,069,944
Value of total corrective distributions	2019-12-31	$5,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,980,018
Value of total assets at end of year	2019-12-31	$24,569,152
Value of total assets at beginning of year	2019-12-31	$21,251,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$60,403
Total interest from all sources	2019-12-31	$6,211
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$8,610
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$689,957
Participant contributions at end of year	2019-12-31	$144,891
Participant contributions at beginning of year	2019-12-31	$114,389
Participant contributions at end of year	2019-12-31	$21,973
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$201,960
Administrative expenses (other) incurred	2019-12-31	$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,317,810
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,569,152
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,251,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$18,750
Interest on participant loans	2019-12-31	$6,211
Value of interest in master investment trust accounts at end of year	2019-12-31	$23,314,187
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$20,088,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,088,101
Employer contributions (assets) at end of year	2019-12-31	$1,088,101
Employer contributions (assets) at beginning of year	2019-12-31	$1,048,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,069,944
Contract administrator fees	2019-12-31	$32,368
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PURK & ASSOCIATES, P.C.
Accountancy firm EIN	2019-12-31	264532849
2013 : MCBRIDE & SON 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,431,142
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$760,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$711,434
Value of total corrective distributions	2013-12-31	$810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$772,925
Value of total assets at end of year	2013-12-31	$10,836,966
Value of total assets at beginning of year	2013-12-31	$9,166,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$48,751
Total interest from all sources	2013-12-31	$3,564
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$24,253
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$516,419
Participant contributions at end of year	2013-12-31	$100,441
Participant contributions at beginning of year	2013-12-31	$81,050
Participant contributions at end of year	2013-12-31	$1,421
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$123,326
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$30,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,670,147
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,836,966
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,166,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$24,498
Interest on participant loans	2013-12-31	$3,564
Value of interest in master investment trust accounts at end of year	2013-12-31	$10,573,520
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$8,953,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$133,180
Employer contributions (assets) at end of year	2013-12-31	$130,674
Employer contributions (assets) at beginning of year	2013-12-31	$131,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$711,434
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PURK & ASSOCIATES, P.C.
Accountancy firm EIN	2013-12-31	264532849
2012 : MCBRIDE & SON 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,771,054
Total of all expenses incurred	2012-12-31	$871,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$802,952
Value of total corrective distributions	2012-12-31	$15,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$737,111
Value of total assets at end of year	2012-12-31	$9,166,819
Value of total assets at beginning of year	2012-12-31	$8,266,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$53,042
Total interest from all sources	2012-12-31	$4,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$30,214
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$491,744
Participant contributions at end of year	2012-12-31	$81,050
Participant contributions at beginning of year	2012-12-31	$93,817
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$108,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$899,896
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,166,819
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,266,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$22,828
Interest on participant loans	2012-12-31	$4,299
Value of interest in master investment trust accounts at end of year	2012-12-31	$8,953,909
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$8,052,191
Net investment gain or loss from common/collective trusts	2012-12-31	$1,029,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$137,138
Employer contributions (assets) at end of year	2012-12-31	$131,860
Employer contributions (assets) at beginning of year	2012-12-31	$120,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$802,952
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PURK & ASSOCIATES, P.C.
Accountancy firm EIN	2012-12-31	264532849
2011 : MCBRIDE & SON 401(K) SAVINGS PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$577,399
Total of all expenses incurred	2011-12-31	$1,021,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$945,582
Value of total corrective distributions	2011-12-31	$22,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$690,182
Value of total assets at end of year	2011-12-31	$8,266,923
Value of total assets at beginning of year	2011-12-31	$8,710,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$53,205
Total interest from all sources	2011-12-31	$5,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$26,876
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$523,948
Participant contributions at end of year	2011-12-31	$93,817
Participant contributions at beginning of year	2011-12-31	$165,295
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$45,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-443,842
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,266,923
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,710,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$26,329
Interest on participant loans	2011-12-31	$5,320
Value of interest in master investment trust accounts at end of year	2011-12-31	$8,052,191
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$8,545,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$120,915
Employer contributions (assets) at end of year	2011-12-31	$120,915
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$945,582
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PURK & ASSOCIATES, P.C.
Accountancy firm EIN	2011-12-31	264532849
2010 : MCBRIDE & SON 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,775,652
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$990,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$927,197
Value of total corrective distributions	2010-12-31	$926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$709,383
Value of total assets at end of year	2010-12-31	$8,710,765
Value of total assets at beginning of year	2010-12-31	$7,925,422
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$62,186
Total interest from all sources	2010-12-31	$9,744
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$38,644
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$590,415
Participant contributions at end of year	2010-12-31	$165,295
Participant contributions at beginning of year	2010-12-31	$164,939
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$21,459
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$118,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$785,343
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,710,765
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,925,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$23,542
Interest on participant loans	2010-12-31	$9,744
Value of interest in master investment trust accounts at end of year	2010-12-31	$8,545,470
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$7,571,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$167,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$927,197
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PURK & ASSOCIATES, P.C.
Accountancy firm EIN	2010-12-31	264532849

Form 5500 Responses for MCBRIDE & SON 401(K) SAVINGS PLAN

2020: MCBRIDE & SON 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MCBRIDE & SON 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2013: MCBRIDE & SON 401(K) SAVINGS 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: MCBRIDE & SON 401(K) SAVINGS 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: MCBRIDE & SON 401(K) SAVINGS 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
2009: MCBRIDE & SON 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCBRIDE & SON SERVICES CO.
Employer identification number (EIN):	431497662
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies