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

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

Plan Name	JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-04-01 JOHN K MCGILL 2018-01-08
003 2016-04-01 JOHN K MCGILL 2017-08-07
003 2015-04-01 JOHN K MCGILL 2016-11-23
003 2014-04-01 JOHN K MCGILL 2015-08-24
003 2013-04-01 JOHN K MCGILL
003 2012-04-01 JOHN K MCGILL
003 2011-04-01 JOHN K MCGILL
003 2010-04-01 JOHN K MCGILL
003 2009-04-01 JOHN K MCGILL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-04-01	JOHN K MCGILL	2018-01-08
003	2016-04-01	JOHN K MCGILL	2017-08-07
003	2015-04-01	JOHN K MCGILL	2016-11-23
003	2014-04-01	JOHN K MCGILL	2015-08-24
003	2013-04-01	JOHN K MCGILL
003	2012-04-01	JOHN K MCGILL
003	2011-04-01	JOHN K MCGILL
003	2010-04-01	JOHN K MCGILL
003	2009-04-01	JOHN K MCGILL

Plan Statistics for JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN

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

Measure Date Value
2017: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-03-31 3,000,290
Acturial value of plan assets 2017-03-31 3,000,290
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 0
Number of terminated vested participants 2017-03-31 4
Fundng target for terminated vested participants 2017-03-31 50,456
Active participant vested funding target 2017-03-31 2,607,088
Number of active participants 2017-03-31 8
Total funding liabilities for active participants 2017-03-31 2,607,088
Total participant count 2017-03-31 12
Total funding target for all participants 2017-03-31 2,657,544
Balance at beginning of prior year after applicable adjustments 2017-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 234,017
Carryover balanced portion elected for use to offset prior years funding requirement 2017-03-31 0
Prefunding balanced used to offset prior years funding requirement 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 0
Amount remaining of prefunding balance 2017-03-31 234,017
Present value of excess contributions 2017-03-31 44,766
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 44,766
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-31 0
Reductions in caryover balances due to elections or deemed elections 2017-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-03-31 225,709
Balance of carryovers at beginning of current year 2017-03-31 0
Balance of prefunding at beginning of current year 2017-03-31 0
Total employer contributions 2017-03-31 247,103
Total employee contributions 2017-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-31 243,889
Unpaid minimum required contributions for all prior years 2017-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 272,456
Net shortfall amortization installment of oustanding balance 2017-03-31 0
Waiver amortization installment 2017-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 0
Carryover balance elected to use to offset funding requirement 2017-03-31 0
Prefunding balance elected to use to offset funding requirement 2017-03-31 0
Additional cash requirement 2017-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-03-31 243,889
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0
2013: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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 2
Total of all active and inactive participants 2013-04-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 12
2012: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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
2011: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 7
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 0
Total of all active and inactive participants 2010-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
2009: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2017: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-03-31	3,000,290
Acturial value of plan assets	2017-03-31	3,000,290
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	0
Number of terminated vested participants	2017-03-31	4
Fundng target for terminated vested participants	2017-03-31	50,456
Active participant vested funding target	2017-03-31	2,607,088
Number of active participants	2017-03-31	8
Total funding liabilities for active participants	2017-03-31	2,607,088
Total participant count	2017-03-31	12
Total funding target for all participants	2017-03-31	2,657,544
Balance at beginning of prior year after applicable adjustments	2017-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	234,017
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	0
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	0
Amount remaining of prefunding balance	2017-03-31	234,017
Present value of excess contributions	2017-03-31	44,766
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	44,766
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Reductions in caryover balances due to elections or deemed elections	2017-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-31	225,709
Balance of carryovers at beginning of current year	2017-03-31	0
Balance of prefunding at beginning of current year	2017-03-31	0
Total employer contributions	2017-03-31	247,103
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	243,889
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	272,456
Net shortfall amortization installment of oustanding balance	2017-03-31	0
Waiver amortization installment	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	0
Carryover balance elected to use to offset funding requirement	2017-03-31	0
Prefunding balance elected to use to offset funding requirement	2017-03-31	0
Additional cash requirement	2017-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	243,889
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0
2013: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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	2
Total of all active and inactive participants	2013-04-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	12
2012: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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
2011: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	7
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	0
Total of all active and inactive participants	2010-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
2009: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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
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. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2014 : JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-03-31	$0
Total income from all sources	2014-03-31	$478,930
Total plan assets at end of year	2014-03-31	$2,085,071
Total plan assets at beginning of year	2014-03-31	$1,606,141
Value of fidelity bond covering the plan	2014-03-31	$82,000
Other income received	2014-03-31	$186,930
Net income (gross income less expenses)	2014-03-31	$478,930
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$2,085,071
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$1,606,141
Total contributions received or receivable from employer(s)	2014-03-31	$292,000
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. DEFINED BENEFIT PENSION 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	$360,851
Expenses. Total of all expenses incurred	2013-03-31	$45
Total plan assets at end of year	2013-03-31	$1,606,141
Total plan assets at beginning of year	2013-03-31	$1,245,335
Value of fidelity bond covering the plan	2013-03-31	$82,000
Expenses. Other expenses not covered elsewhere	2013-03-31	$45
Other income received	2013-03-31	$142,183
Net income (gross income less expenses)	2013-03-31	$360,806
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$1,606,141
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$1,245,335
Total contributions received or receivable from employer(s)	2013-03-31	$218,668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
2012 : JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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	$182,096
Expenses. Total of all expenses incurred	2012-03-31	$0
Total plan assets at end of year	2012-03-31	$1,245,335
Total plan assets at beginning of year	2012-03-31	$1,063,239
Value of fidelity bond covering the plan	2012-03-31	$82,000
Other income received	2012-03-31	$38,096
Net income (gross income less expenses)	2012-03-31	$182,096
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$1,245,335
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$1,063,239
Total contributions received or receivable from employer(s)	2012-03-31	$144,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
2011 : JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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	$250,442
Expenses. Total of all expenses incurred	2011-03-31	$1,632
Benefits paid (including direct rollovers)	2011-03-31	$1,632
Total plan assets at end of year	2011-03-31	$1,063,239
Total plan assets at beginning of year	2011-03-31	$814,429
Value of fidelity bond covering the plan	2011-03-31	$82,000
Other income received	2011-03-31	$99,842
Net income (gross income less expenses)	2011-03-31	$248,810
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$1,063,239
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$814,429
Total contributions received or receivable from employer(s)	2011-03-31	$150,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
2010 : JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN

2013: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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. DEFINED BENEFIT PENSION 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. DEFINED BENEFIT PENSION 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
2010: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: JOHN K. MCGILL & COMPANY, INC. DEFINED BENEFIT PENSION 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