401k Plan data: JOHN K. MCGILL & COMPANY, INC. 401K PLAN plan

JOHN K. MCGILL & COMPANY, INC. 401K PLAN 401k Plan overview

Plan Name	JOHN K. MCGILL & COMPANY, INC. 401K PLAN
Plan identification number	002

JOHN K. MCGILL & COMPANY, INC. 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.
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

JOHN K. MCGILL & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN K. MCGILL & COMPANY, INC.

Employer identification number (EIN): 561385310

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN K. MCGILL & COMPANY, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-04-01 JOHN MCGILL 2024-06-17 JOHN MCGILL 2024-06-17
002 2022-04-01 JOHN MCGILL 2023-08-07 JOHN MCGILL 2023-08-07
002 2021-04-01 JOHN K MCGILL 2022-08-01
002 2020-04-01 JOHN K MCGILL 2021-06-17
002 2019-04-01 JOHN K MCGILL 2020-09-30
002 2018-04-01 JOHN K MCGILL 2019-06-24
002 2017-04-01 JOHN K MCGILL 2018-05-30
002 2016-04-01 JOHN K MCGILL 2017-08-07
002 2015-04-01 JOHN K MCGILL 2016-06-30
002 2014-04-01 JOHN K MCGILL 2015-08-24
002 2013-04-01 JOHN K MCGILL
002 2012-04-01 JOHN K MCGILL
002 2011-04-01 JOHN K MCGILL
002 2009-04-01 JOHN K MCGILL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-04-01	JOHN MCGILL	2024-06-17	JOHN MCGILL	2024-06-17
002	2022-04-01	JOHN MCGILL	2023-08-07	JOHN MCGILL	2023-08-07
002	2021-04-01	JOHN K MCGILL	2022-08-01
002	2020-04-01	JOHN K MCGILL	2021-06-17
002	2019-04-01	JOHN K MCGILL	2020-09-30
002	2018-04-01	JOHN K MCGILL	2019-06-24
002	2017-04-01	JOHN K MCGILL	2018-05-30
002	2016-04-01	JOHN K MCGILL	2017-08-07
002	2015-04-01	JOHN K MCGILL	2016-06-30
002	2014-04-01	JOHN K MCGILL	2015-08-24
002	2013-04-01	JOHN K MCGILL
002	2012-04-01	JOHN K MCGILL
002	2011-04-01	JOHN K MCGILL
002	2009-04-01	JOHN K MCGILL

Plan Statistics for JOHN K. MCGILL & COMPANY, INC. 401K PLAN

401k plan membership statisitcs for JOHN K. MCGILL & COMPANY, INC. 401K PLAN

Measure Date Value
2013: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 10
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 1
Total of all active and inactive participants 2013-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 11
Number of participants with account balances 2013-04-01 11
2012: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 6
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 2
Total of all active and inactive participants 2012-04-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 8
Number of participants with account balances 2012-04-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 1
2011: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 7
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 1
Total of all active and inactive participants 2011-04-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 8
Number of participants with account balances 2011-04-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2009: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 7
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 1
Total of all active and inactive participants 2009-04-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 8
Number of participants with account balances 2009-04-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2013: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	10
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	1
Total of all active and inactive participants	2013-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	11
Number of participants with account balances	2013-04-01	11
2012: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	6
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	2
Total of all active and inactive participants	2012-04-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	8
Number of participants with account balances	2012-04-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	1
2011: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	7
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	1
Total of all active and inactive participants	2011-04-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	8
Number of participants with account balances	2011-04-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2009: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	7
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	1
Total of all active and inactive participants	2009-04-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	8
Number of participants with account balances	2009-04-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on JOHN K. MCGILL & COMPANY, INC. 401K PLAN

Measure	Date	Value
2014 : JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-03-31	$0
Total income from all sources	2014-03-31	$902,294
Expenses. Total of all expenses incurred	2014-03-31	$15,481
Benefits paid (including direct rollovers)	2014-03-31	$15,481
Total plan assets at end of year	2014-03-31	$2,492,293
Total plan assets at beginning of year	2014-03-31	$1,605,480
Value of fidelity bond covering the plan	2014-03-31	$97,000
Total contributions received or receivable from participants	2014-03-31	$105,673
Contributions received from other sources (not participants or employers)	2014-03-31	$532,176
Other income received	2014-03-31	$216,032
Net income (gross income less expenses)	2014-03-31	$886,813
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$2,492,293
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$1,605,480
Assets. Value of participant loans	2014-03-31	$29,994
Total contributions received or receivable from employer(s)	2014-03-31	$48,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
2013 : JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-03-31	$0
Total plan liabilities at beginning of year	2013-03-31	$0
Total income from all sources	2013-03-31	$259,502
Total plan assets at end of year	2013-03-31	$1,605,480
Total plan assets at beginning of year	2013-03-31	$1,345,978
Value of fidelity bond covering the plan	2013-03-31	$97,000
Total contributions received or receivable from participants	2013-03-31	$63,302
Other income received	2013-03-31	$158,860
Net income (gross income less expenses)	2013-03-31	$259,502
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$1,605,480
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$1,345,978
Assets. Value of participant loans	2013-03-31	$37,926
Total contributions received or receivable from employer(s)	2013-03-31	$37,340
2012 : JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-03-31	$0
Total plan liabilities at beginning of year	2012-03-31	$0
Total income from all sources	2012-03-31	$143,791
Expenses. Total of all expenses incurred	2012-03-31	$0
Total plan assets at end of year	2012-03-31	$1,345,978
Total plan assets at beginning of year	2012-03-31	$1,202,187
Value of fidelity bond covering the plan	2012-03-31	$97,000
Total contributions received or receivable from participants	2012-03-31	$56,550
Other income received	2012-03-31	$44,805
Net income (gross income less expenses)	2012-03-31	$143,791
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$1,345,978
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$1,202,187
Total contributions received or receivable from employer(s)	2012-03-31	$42,436
2011 : JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-03-31	$0
Total plan liabilities at beginning of year	2011-03-31	$0
Total income from all sources	2011-03-31	$247,109
Expenses. Total of all expenses incurred	2011-03-31	$12,261
Benefits paid (including direct rollovers)	2011-03-31	$12,261
Total plan assets at end of year	2011-03-31	$1,202,187
Total plan assets at beginning of year	2011-03-31	$967,339
Value of fidelity bond covering the plan	2011-03-31	$97,000
Total contributions received or receivable from participants	2011-03-31	$52,785
Other income received	2011-03-31	$157,603
Net income (gross income less expenses)	2011-03-31	$234,848
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$1,202,187
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$967,339
Total contributions received or receivable from employer(s)	2011-03-31	$36,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0

Form 5500 Responses for JOHN K. MCGILL & COMPANY, INC. 401K PLAN

2013: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: JOHN K. MCGILL & COMPANY, INC. 401K PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN K. MCGILL & COMPANY, INC.
Employer identification number (EIN):	561385310
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services