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JAMES A. MCPEAKE PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES A. MCPEAKE PROFIT SHARING PLAN
Plan identification number 001

JAMES A. MCPEAKE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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 A. MCPEAKE has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. MCPEAKE
Employer identification number (EIN):621385877
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. MCPEAKE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012019-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012018-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012017-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012016-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012015-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012014-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012013-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012012-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012011-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20
0012010-01-01JAMES MCPEAKE2024-02-20 JAMES MCPEAKE2024-02-20

Plan Statistics for JAMES A. MCPEAKE PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES A. MCPEAKE PROFIT SHARING PLAN

Measure Date Value
2020: JAMES A. MCPEAKE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: JAMES A. MCPEAKE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: JAMES A. MCPEAKE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: JAMES A. MCPEAKE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: JAMES A. MCPEAKE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: JAMES A. MCPEAKE PROFIT SHARING PLAN 2015 401k membership
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: JAMES A. MCPEAKE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: JAMES A. MCPEAKE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: JAMES A. MCPEAKE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: JAMES A. MCPEAKE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-012
2010: JAMES A. MCPEAKE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on JAMES A. MCPEAKE PROFIT SHARING PLAN

Measure Date Value
2020 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$109,746
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$811,961
Total plan assets at beginning of year2020-12-31$702,215
Other income received2020-12-31$109,746
Net income (gross income less expenses)2020-12-31$109,746
Net plan assets at end of year (total assets less liabilities)2020-12-31$811,961
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$702,215
2019 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$153,655
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$702,215
Total plan assets at beginning of year2019-12-31$548,560
Other income received2019-12-31$153,655
Net income (gross income less expenses)2019-12-31$153,655
Net plan assets at end of year (total assets less liabilities)2019-12-31$702,215
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$548,560
2018 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-30,774
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$548,560
Total plan assets at beginning of year2018-12-31$579,334
Other income received2018-12-31$-30,774
Net income (gross income less expenses)2018-12-31$-30,774
Net plan assets at end of year (total assets less liabilities)2018-12-31$548,560
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$579,334
2017 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$82,378
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$579,334
Total plan assets at beginning of year2017-12-31$496,956
Other income received2017-12-31$82,378
Net income (gross income less expenses)2017-12-31$82,378
Net plan assets at end of year (total assets less liabilities)2017-12-31$579,334
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$496,956
2016 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$66,287
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$496,956
Total plan assets at beginning of year2016-12-31$430,669
Other income received2016-12-31$66,287
Net income (gross income less expenses)2016-12-31$66,287
Net plan assets at end of year (total assets less liabilities)2016-12-31$496,956
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$430,669
2015 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-16,506
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$430,669
Total plan assets at beginning of year2015-12-31$447,175
Other income received2015-12-31$-16,506
Net income (gross income less expenses)2015-12-31$-16,506
Net plan assets at end of year (total assets less liabilities)2015-12-31$430,669
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$447,175
2014 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$47,400
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$447,175
Total plan assets at beginning of year2014-12-31$399,775
Other income received2014-12-31$47,400
Net income (gross income less expenses)2014-12-31$47,400
Net plan assets at end of year (total assets less liabilities)2014-12-31$447,175
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$399,775
2013 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$85,342
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$399,775
Total plan assets at beginning of year2013-12-31$314,432
Other income received2013-12-31$85,342
Net income (gross income less expenses)2013-12-31$85,342
Net plan assets at end of year (total assets less liabilities)2013-12-31$399,775
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$314,432
2012 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$27,424
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$314,432
Total plan assets at beginning of year2012-12-31$287,008
Other income received2012-12-31$27,424
Net income (gross income less expenses)2012-12-31$27,424
Net plan assets at end of year (total assets less liabilities)2012-12-31$314,432
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$287,008
2011 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$46,463
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$287,008
Total plan assets at beginning of year2011-12-31$240,545
Other income received2011-12-31$46,463
Net income (gross income less expenses)2011-12-31$46,463
Net plan assets at end of year (total assets less liabilities)2011-12-31$287,008
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$240,545
2010 : JAMES A. MCPEAKE PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$-39,326
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$240,545
Total plan assets at beginning of year2010-12-31$279,871
Other income received2010-12-31$-39,326
Net income (gross income less expenses)2010-12-31$-39,326
Net plan assets at end of year (total assets less liabilities)2010-12-31$240,545
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$279,871

Form 5500 Responses for JAMES A. MCPEAKE PROFIT SHARING PLAN

2020: JAMES A. MCPEAKE PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES A. MCPEAKE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES A. MCPEAKE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES A. MCPEAKE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES A. MCPEAKE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES A. MCPEAKE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES A. MCPEAKE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES A. MCPEAKE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES A. MCPEAKE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES A. MCPEAKE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES A. MCPEAKE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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