401k Plan data: MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN plan

MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN
Plan identification number	002

MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: MACKAY & COMPANY, INC.

Employer identification number (EIN): 620947906

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-05-01 MOLLY MACKAY ZACKER 2024-10-10
002 2022-05-01 MOLLY MACKAY ZACKER 2023-08-29
002 2021-05-01 MOLLY MACKAY ZACKER 2022-11-15
002 2020-05-01 MOLLY MACKAY ZACKER 2022-01-12
002 2020-05-01 MOLLY MACKAY ZACKER 2022-11-15
002 2019-05-01 MOLLY MACKAY ZACKER 2020-11-23
002 2018-05-01 MOLLY MACKAY ZACKER 2019-09-09
002 2017-05-01 MOLLY MACKAY ZACKER 2018-06-27
002 2016-05-01 MOLLY MACKAY ZACKER 2017-09-18
002 2015-05-01 MOLLY MACKAY ZACKER 2016-09-26
002 2014-05-01 MOLLY MACKAY ZACKER 2015-11-19
002 2013-05-01 MOLLY MACKAY ZACKER 2015-01-13
002 2012-05-01 MOLLY MACKAY ZACKER 2013-11-21
002 2011-05-01 MOLLY MACKAY ZACKER 2012-07-13
002 2010-05-01 MOLLY MACKAY ZACKER 2011-08-04
002 2009-05-01 MOLLY MACKAY ZACKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-05-01	MOLLY MACKAY ZACKER	2024-10-10
002	2022-05-01	MOLLY MACKAY ZACKER	2023-08-29
002	2021-05-01	MOLLY MACKAY ZACKER	2022-11-15
002	2020-05-01	MOLLY MACKAY ZACKER	2022-01-12
002	2020-05-01	MOLLY MACKAY ZACKER	2022-11-15
002	2019-05-01	MOLLY MACKAY ZACKER	2020-11-23
002	2018-05-01	MOLLY MACKAY ZACKER	2019-09-09
002	2017-05-01	MOLLY MACKAY ZACKER	2018-06-27
002	2016-05-01	MOLLY MACKAY ZACKER	2017-09-18
002	2015-05-01	MOLLY MACKAY ZACKER	2016-09-26
002	2014-05-01	MOLLY MACKAY ZACKER	2015-11-19
002	2013-05-01	MOLLY MACKAY ZACKER	2015-01-13
002	2012-05-01	MOLLY MACKAY ZACKER	2013-11-21
002	2011-05-01	MOLLY MACKAY ZACKER	2012-07-13
002	2010-05-01	MOLLY MACKAY ZACKER	2011-08-04
002	2009-05-01	MOLLY MACKAY ZACKER

Plan Statistics for MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN

Measure Date Value
2009: MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 13
Number of retired or separated participants receiving benefits 2009-05-01 0
Number of other retired or separated participants entitled to future benefits 2009-05-01 2
Total of all active and inactive participants 2009-05-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 0
Total participants 2009-05-01 15
Number of participants with account balances 2009-05-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 2

Measure	Date	Value
2009: MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	13
Number of retired or separated participants receiving benefits	2009-05-01	0
Number of other retired or separated participants entitled to future benefits	2009-05-01	2
Total of all active and inactive participants	2009-05-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	0
Total participants	2009-05-01	15
Number of participants with account balances	2009-05-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	2

Financial Data on MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN

Measure	Date	Value
2010 : MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-04-30	$0

Form 5500 Responses for MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN

2009: MACKAY & COMPANY, INC. CROSS-TESTED 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Insurance	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement – Insurance	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MACKAY & COMPANY, INC.
Employer identification number (EIN):	620947906
NAIC Classification:	541600