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GEORGE MCELROY & ASSOCIATES, INC. ESOP 401k Plan overview

Plan NameGEORGE MCELROY & ASSOCIATES, INC. ESOP
Plan identification number 001

GEORGE MCELROY & ASSOCIATES, INC. ESOP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

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

Company Name:GEORGE MCELROY & ASSOCIATES, INC.
Employer identification number (EIN):752002658
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about GEORGE MCELROY & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1980-04-01
Company Identification Number: 0051319500
Legal Registered Office Address: 1412 MAIN ST STE 1500

DALLAS
United States of America (USA)
75202

More information about GEORGE MCELROY & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE MCELROY & ASSOCIATES, INC. ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREG FOX GREG FOX2018-10-11
0012016-01-01GREG FOX GREG FOX2017-09-28
0012015-01-01GREG FOX
0012014-01-01GREG FOX
0012013-01-01GREG FOX
0012012-01-01GREG FOX
0012011-01-01GREG FOX
0012009-01-01GREG FOX

Plan Statistics for GEORGE MCELROY & ASSOCIATES, INC. ESOP

401k plan membership statisitcs for GEORGE MCELROY & ASSOCIATES, INC. ESOP

Measure Date Value
2021: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2021 401k membership
Total participants, beginning-of-year2021-01-0168
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-0168
Total participants2021-01-0168
Number of participants with account balances2021-01-0161
2020: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2020 401k membership
Total participants, beginning-of-year2020-01-0168
Total number of active participants reported on line 7a of the Form 55002020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-0168
Total participants2020-01-0168
Number of participants with account balances2020-01-0161
2019: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2019 401k membership
Total participants, beginning-of-year2019-01-0168
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0168
Number of participants with account balances2019-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2018 401k membership
Total participants, beginning-of-year2018-01-0168
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0168
Number of participants with account balances2018-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2017 401k membership
Total participants, beginning-of-year2017-01-0168
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0168
Number of participants with account balances2017-01-0161
2016: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2016 401k membership
Total participants, beginning-of-year2016-01-0168
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0168
Number of participants with account balances2016-01-0161
2015: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2015 401k membership
Total participants, beginning-of-year2015-01-0168
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0168
Number of participants with account balances2015-01-0161
2014: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2014 401k membership
Total participants, beginning-of-year2014-01-0168
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-0168
Total participants2014-01-0168
Number of participants with account balances2014-01-0161
2013: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2013 401k membership
Total participants, beginning-of-year2013-01-0168
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-0168
Total participants2013-01-0168
Number of participants with account balances2013-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2012 401k membership
Total participants, beginning-of-year2012-01-0168
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-0168
Total participants2012-01-0168
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2011 401k membership
Total participants, beginning-of-year2011-01-0168
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-0168
Total participants2011-01-0168
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2009 401k membership
Total participants, beginning-of-year2009-01-0168
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0168
Number of participants with account balances2009-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GEORGE MCELROY & ASSOCIATES, INC. ESOP

Measure Date Value
2021 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2021 401k financial data
Total plan assets at end of year2021-12-31$80,454
Total plan assets at beginning of year2021-12-31$80,454
Net plan assets at end of year (total assets less liabilities)2021-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$80,454
Assets. Value of employer securities2021-12-31$79,173
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2020 401k financial data
Total plan assets at end of year2020-12-31$80,454
Total plan assets at beginning of year2020-12-31$80,454
Value of fidelity bond covering the plan2020-12-31$75,000
Net plan assets at end of year (total assets less liabilities)2020-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$80,454
Assets. Value of employer securities2020-12-31$79,173
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$0
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$80,454
Total plan assets at beginning of year2019-12-31$80,454
Value of fidelity bond covering the plan2019-12-31$75,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$0
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$0
Net plan assets at end of year (total assets less liabilities)2019-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$80,454
Assets. Value of employer securities2019-12-31$79,173
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$80,454
Total plan assets at beginning of year2018-12-31$80,454
Value of fidelity bond covering the plan2018-12-31$75,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$0
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$0
Net plan assets at end of year (total assets less liabilities)2018-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$80,454
Assets. Value of employer securities2018-12-31$79,173
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total income from all sources2017-12-31$0
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$80,454
Total plan assets at beginning of year2017-12-31$80,454
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$0
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$0
Net plan assets at end of year (total assets less liabilities)2017-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$80,454
Assets. Value of employer securities2017-12-31$79,173
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2016 401k financial data
Total plan assets at end of year2016-12-31$80,454
Total plan assets at beginning of year2016-12-31$80,454
Value of fidelity bond covering the plan2016-12-31$75,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$80,454
Assets. Value of employer securities2016-12-31$79,173
2015 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2015 401k financial data
Total plan assets at end of year2015-12-31$80,454
Total plan assets at beginning of year2015-12-31$80,454
Value of fidelity bond covering the plan2015-12-31$75,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$80,454
Assets. Value of employer securities2015-12-31$79,173
2014 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2014 401k financial data
Total plan assets at end of year2014-12-31$80,454
Total plan assets at beginning of year2014-12-31$80,454
Value of fidelity bond covering the plan2014-12-31$75,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$80,454
Assets. Value of employer securities2014-12-31$79,173
2013 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2013 401k financial data
Total plan assets at end of year2013-12-31$80,454
Total plan assets at beginning of year2013-12-31$80,454
Value of fidelity bond covering the plan2013-12-31$75,000
Net plan assets at end of year (total assets less liabilities)2013-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$80,454
Assets. Value of employer securities2013-12-31$79,173
2012 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2012 401k financial data
Total plan assets at end of year2012-12-31$80,454
Total plan assets at beginning of year2012-12-31$80,454
Value of fidelity bond covering the plan2012-12-31$75,000
Net plan assets at end of year (total assets less liabilities)2012-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$80,454
Assets. Value of employer securities2012-12-31$79,173
2011 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2011 401k financial data
Total plan assets at end of year2011-12-31$80,454
Total plan assets at beginning of year2011-12-31$80,454
Value of fidelity bond covering the plan2011-12-31$75,000
Net plan assets at end of year (total assets less liabilities)2011-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$80,454
Assets. Value of employer securities2011-12-31$79,173
2010 : GEORGE MCELROY & ASSOCIATES, INC. ESOP 2010 401k financial data
Total plan assets at end of year2010-12-31$80,454
Total plan assets at beginning of year2010-12-31$80,454
Value of fidelity bond covering the plan2010-12-31$75,000
Net plan assets at end of year (total assets less liabilities)2010-12-31$80,454
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$80,454
Assets. Value of employer securities2010-12-31$79,173

Form 5500 Responses for GEORGE MCELROY & ASSOCIATES, INC. ESOP

2021: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GEORGE MCELROY & ASSOCIATES, INC. ESOP 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: GEORGE MCELROY & ASSOCIATES, INC. ESOP 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: GEORGE MCELROY & ASSOCIATES, INC. ESOP 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: GEORGE MCELROY & ASSOCIATES, INC. ESOP 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: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GEORGE MCELROY & ASSOCIATES, INC. ESOP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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