401k Plan data: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N plan

SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 401k Plan overview

Plan Name	SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N
Plan identification number	001

SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 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.
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

MCGEE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: MCGEE CORPORATION

Employer identification number (EIN): 560505320

NAIC Classification: 332300

Additional information about MCGEE CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2005-11-18

Company Identification Number: 0800573194

Legal Registered Office Address: PO BOX 1375

MATTHEWS
United States of America (USA)
28106

More information about MCGEE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01 CHERYL REGAN 2020-07-21
001 2018-01-01 CHERYL REGAN 2019-09-13
001 2017-01-01 CHERYL REGAN 2018-05-24
001 2016-01-01 JEFFREY W. ENNIS 2017-09-19 JEFFREY W. ENNIS 2017-09-19
001 2015-01-01 JEFFREY W. ENNIS 2016-09-20 JEFFREY W. ENNIS 2016-09-20
001 2014-01-01 CHERYL L REGAN 2015-07-22 CHERYL L REGAN 2015-07-22
001 2014-01-01 CHERYL L REGAN 2015-06-03 CHERYL L REGAN 2015-06-03
001 2013-01-01 CHERYL L REGAN 2014-07-23 CHERYL L REGAN 2014-07-23
001 2012-01-01 C.L. SMITH JR. 2013-10-15
001 2011-01-01 C. L. SMITH JR. 2012-10-11
001 2010-01-01 CHUCK SMITH 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01	CHERYL REGAN	2020-07-21
001	2018-01-01	CHERYL REGAN	2019-09-13
001	2017-01-01	CHERYL REGAN	2018-05-24
001	2016-01-01	JEFFREY W. ENNIS	2017-09-19	JEFFREY W. ENNIS	2017-09-19
001	2015-01-01	JEFFREY W. ENNIS	2016-09-20	JEFFREY W. ENNIS	2016-09-20
001	2014-01-01	CHERYL L REGAN	2015-07-22	CHERYL L REGAN	2015-07-22
001	2014-01-01	CHERYL L REGAN	2015-06-03	CHERYL L REGAN	2015-06-03
001	2013-01-01	CHERYL L REGAN	2014-07-23	CHERYL L REGAN	2014-07-23
001	2012-01-01	C.L. SMITH JR.	2013-10-15
001	2011-01-01	C. L. SMITH JR.	2012-10-11
001	2010-01-01	CHUCK SMITH	2011-10-17

Plan Statistics for SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N

401k plan membership statisitcs for SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N

Measure Date Value
2023: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2023 401k membership
Total participants, beginning-of-year 2023-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 130
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 20
Total of all active and inactive participants 2023-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 150
Number of participants with account balances 2023-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 10
2022: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2022 401k membership
Total participants, beginning-of-year 2022-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 110
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 127
Number of participants with account balances 2022-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2021 401k membership
Total participants, beginning-of-year 2021-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 119
Number of participants with account balances 2021-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2020 401k membership
Total participants, beginning-of-year 2020-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 112
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 118
Number of participants with account balances 2020-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3

Measure	Date	Value
2023: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2023 401k membership
Total participants, beginning-of-year	2023-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	130
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	20
Total of all active and inactive participants	2023-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	150
Number of participants with account balances	2023-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	10
2022: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2022 401k membership
Total participants, beginning-of-year	2022-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	110
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	127
Number of participants with account balances	2022-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2021 401k membership
Total participants, beginning-of-year	2021-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	119
Number of participants with account balances	2021-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2020 401k membership
Total participants, beginning-of-year	2020-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	112
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	118
Number of participants with account balances	2020-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3

Financial Data on SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N

Measure	Date	Value
2023 : SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$260
Total income from all sources (including contributions)	2023-12-31	$2,060,081
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$256,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$211,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$970,980
Value of total assets at end of year	2023-12-31	$8,206,131
Value of total assets at beginning of year	2023-12-31	$6,402,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$44,449
Total interest from all sources	2023-12-31	$10,832
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,078,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,078,269
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$533,739
Participant contributions at end of year	2023-12-31	$162,975
Participant contributions at beginning of year	2023-12-31	$114,131
Participant contributions at end of year	2023-12-31	$21,702
Participant contributions at beginning of year	2023-12-31	$64
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$159,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,803,714
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,206,131
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,402,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$44,449
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$7,957,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,628,351
Income. Interest from loans (other than to participants)	2023-12-31	$10,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$11,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$9,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$9,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$52,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$651,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$278,220
Employer contributions (assets) at end of year	2023-12-31	$452
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$211,918
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MELISSA G. CRITCHER, CPA, PC
Accountancy firm EIN	2023-12-31	271654932
2022 : SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-634,232
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$245,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$200,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$457,344
Value of total assets at end of year	2022-12-31	$6,402,677
Value of total assets at beginning of year	2022-12-31	$7,281,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$44,684
Total interest from all sources	2022-12-31	$15,228
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$-1,106,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$-1,106,804
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$362,421
Participant contributions at end of year	2022-12-31	$114,131
Participant contributions at beginning of year	2022-12-31	$122,283
Participant contributions at end of year	2022-12-31	$64
Participant contributions at beginning of year	2022-12-31	$184
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-879,538
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,402,417
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,281,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$44,684
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,628,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,327,315
Interest on participant loans	2022-12-31	$5,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$9,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$831,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$831,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$10,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$651,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$92,569
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$200,622
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MELISSA G. CRITCHER, CPA, PC
Accountancy firm EIN	2022-12-31	271654932
2021 : SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,212,806
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,072,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,027,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$432,969
Value of total assets at end of year	2021-12-31	$7,281,955
Value of total assets at beginning of year	2021-12-31	$7,141,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$44,659
Total interest from all sources	2021-12-31	$19,215
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$760,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$760,622
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$277,269
Participant contributions at end of year	2021-12-31	$122,283
Participant contributions at beginning of year	2021-12-31	$116,465
Participant contributions at end of year	2021-12-31	$184
Participant contributions at beginning of year	2021-12-31	$64
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$71,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$140,418
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,281,955
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,141,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$44,659
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,327,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,596,244
Interest on participant loans	2021-12-31	$5,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$831,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$428,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$428,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$13,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$84,540
Employer contributions (assets) at end of year	2021-12-31	$400
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,027,729
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MELISSA G. CRITCHER, CPA, PC
Accountancy firm EIN	2021-12-31	271654932
2020 : SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 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	$1,143,196
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$139,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$108,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$356,923
Value of total assets at end of year	2020-12-31	$7,141,537
Value of total assets at beginning of year	2020-12-31	$6,137,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,034
Total interest from all sources	2020-12-31	$18,442
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
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$252,037
Participant contributions at end of year	2020-12-31	$116,465
Participant contributions at beginning of year	2020-12-31	$119,612
Participant contributions at end of year	2020-12-31	$64
Participant contributions at beginning of year	2020-12-31	$3,740
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$23,300
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	$1,003,719
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,141,537
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,137,818
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	$31,034
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,596,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,672,838
Interest on participant loans	2020-12-31	$6,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$428,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$340,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$340,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$12,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$767,831
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	$81,586
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$1,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$108,443
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	Disclaimer
Accountancy firm name	2020-12-31	MELISSA G. CRITCHER, CPA, PC
Accountancy firm EIN	2020-12-31	271654932

Form 5500 Responses for SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N

2023: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATI N 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

GAP-CP-FQ2G

Policy instance

Insurance contract or identification number	GAP-CP-FQ2G
Number of Individuals Covered	130
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

GAP-CP-FQ2G

Policy instance

Insurance contract or identification number	GAP-CP-FQ2G
Number of Individuals Covered	116
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

GAP-CP-FQ2G

Policy instance

Insurance contract or identification number	GAP-CP-FQ2G
Number of Individuals Covered	102
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

GAP-CP-FQ2G

Policy instance

Insurance contract or identification number	GAP-CP-FQ2G
Number of Individuals Covered	98
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MCGEE CORPORATION
Employer identification number (EIN):	560505320
NAIC Classification:	332300

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2005-11-18
Company Identification Number:	0800573194
Legal Registered Office Address:	PO BOX 1375 MATTHEWS United States of America (USA) 28106