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JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN 401k Plan overview

Plan NameJAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN
Plan identification number 001

JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

JAMES E. MCKINNON CPA has sponsored the creation of one or more 401k plans.

Company Name:JAMES E. MCKINNON CPA
Employer identification number (EIN):561437948
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01JAMES MCKINNON2013-01-30 JAMES MCKINNON2013-01-30
0012011-01-01JAMES MCKINNON2012-05-31
0012009-01-01JAMES MCKINNON

Plan Statistics for JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN

401k plan membership statisitcs for JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN

Measure Date Value
2009: JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN

Measure Date Value
2010 : JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$97,203
Total plan assets at end of year2010-12-31$541,812
Total plan assets at beginning of year2010-12-31$444,609
Total contributions received or receivable from participants2010-12-31$4,848
Other income received2010-12-31$92,203
Net income (gross income less expenses)2010-12-31$97,203
Net plan assets at end of year (total assets less liabilities)2010-12-31$541,812
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$444,609
Total contributions received or receivable from employer(s)2010-12-31$152

Form 5500 Responses for JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN

2009: JAMES E. MCKINNON CPA INDIVIDUAL 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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