401k Plan data: MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN plan

MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	004

MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

MCCULLOUGH & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MCCULLOUGH & ASSOCIATES, INC.

Employer identification number (EIN): 581090946

NAIC Classification: 425120
NAIC Description: Wholesale Trade Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 GEORGE MCCULLOUGH 2024-06-07 GEORGE MCCULLOUGH 2024-06-07
004 2022-01-01 GEORGE MCCULLOUGH 2023-08-31 GEORGE MCCULLOUGH 2023-08-31
004 2021-01-01 GEORGE MCCULLOUGH 2022-07-27 GEORGE MCCULLOUGH 2022-07-27
004 2020-01-01 GEORGE MCCULLOUGH 2021-08-06 GEORGE MCCULLOUGH 2021-08-06
004 2019-01-01
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01
004 2012-01-01 ANNE M. CAMPBELL 2013-06-17 ANNE M. CAMPBELL 2013-06-17
004 2011-01-01 ANNE M. CAMPBELL 2012-07-11 ANNE M. CAMPBELL 2012-07-11
004 2010-01-01 ANNE M. CAMPBELL 2011-06-30 ANNE M. CAMPBELL 2011-06-30
004 2009-01-01 ANNE E. CAMPBELL ANNE E. CAMPBELL 2010-08-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	GEORGE MCCULLOUGH	2024-06-07	GEORGE MCCULLOUGH	2024-06-07
004	2022-01-01	GEORGE MCCULLOUGH	2023-08-31	GEORGE MCCULLOUGH	2023-08-31
004	2021-01-01	GEORGE MCCULLOUGH	2022-07-27	GEORGE MCCULLOUGH	2022-07-27
004	2020-01-01	GEORGE MCCULLOUGH	2021-08-06	GEORGE MCCULLOUGH	2021-08-06
004	2019-01-01
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01
004	2012-01-01	ANNE M. CAMPBELL	2013-06-17	ANNE M. CAMPBELL	2013-06-17
004	2011-01-01	ANNE M. CAMPBELL	2012-07-11	ANNE M. CAMPBELL	2012-07-11
004	2010-01-01	ANNE M. CAMPBELL	2011-06-30	ANNE M. CAMPBELL	2011-06-30
004	2009-01-01	ANNE E. CAMPBELL		ANNE E. CAMPBELL	2010-08-12

Plan Statistics for MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2009: MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 32
Total participants 2009-01-01 32
Number of participants with account balances 2009-01-01 29

Measure	Date	Value
2009: MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	32
Total participants	2009-01-01	32
Number of participants with account balances	2009-01-01	29

Financial Data on MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2009 : MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

2009: MCCULLOUGH & ASSOCIATES, INC. PROFIT SHARING 401(K) 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCCULLOUGH & ASSOCIATES, INC.
Employer identification number (EIN):	581090946
NAIC Classification:	425120
NAIC Description:	Wholesale Trade Agents and Brokers