T MCGEE ELECTRIC INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan T MCGEE ELECTRIC, INC. EMPLOYEES 401(K) SAVINGS PLAN
401k plan membership statisitcs for T MCGEE ELECTRIC, INC. EMPLOYEES 401(K) SAVINGS PLAN
Measure | Date | Value |
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2023 : T MCGEE ELECTRIC, INC. EMPLOYEES 401(K) SAVINGS PLAN 2023 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $1,217 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $640 |
Total income from all sources (including contributions) | 2023-06-30 | $594,692 |
Total of all expenses incurred | 2023-06-30 | $417,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $386,759 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $127,307 |
Value of total assets at end of year | 2023-06-30 | $5,254,268 |
Value of total assets at beginning of year | 2023-06-30 | $5,076,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $30,499 |
Total interest from all sources | 2023-06-30 | $584 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $189,636 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $189,636 |
Assets. Real estate other than employer real property at end of year | 2023-06-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2023-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-06-30 | $0 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $127,307 |
Participant contributions at end of year | 2023-06-30 | $1,300 |
Participant contributions at beginning of year | 2023-06-30 | $1,300 |
Participant contributions at end of year | 2023-06-30 | $154 |
Participant contributions at beginning of year | 2023-06-30 | $439 |
Assets. Other investments not covered elsewhere at end of year | 2023-06-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2023-06-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2023-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-06-30 | $1,217 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-06-30 | $640 |
Liabilities. Value of operating payables at end of year | 2023-06-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $0 |
Total non interest bearing cash at end of year | 2023-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2023-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $177,434 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $5,253,051 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $5,075,617 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Assets. partnership/joint venture interests at end of year | 2023-06-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2023-06-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $2,768,837 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $2,389,127 |
Value of interest in pooled separate accounts at end of year | 2023-06-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2023-06-30 | $0 |
Interest on participant loans | 2023-06-30 | $584 |
Value of interest in master investment trust accounts at end of year | 2023-06-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2023-06-30 | $0 |
Value of interest in common/collective trusts at end of year | 2023-06-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2023-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2023-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-06-30 | $2,483,977 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-06-30 | $2,685,391 |
Asset value of US Government securities at end of year | 2023-06-30 | $0 |
Asset value of US Government securities at beginning of year | 2023-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $277,165 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Assets. Invements in employer securities at end of year | 2023-06-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2023-06-30 | $0 |
Assets. Value of employer real property at end of year | 2023-06-30 | $0 |
Assets. Value of employer real property at beginning of year | 2023-06-30 | $0 |
Employer contributions (assets) at end of year | 2023-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2023-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $386,759 |
Asset. Corporate debt instrument preferred debt at end of year | 2023-06-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2023-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-06-30 | $0 |
Contract administrator fees | 2023-06-30 | $30,499 |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-06-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-06-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2023-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2023-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-06-30 | $0 |
Did the plan have assets held for investment | 2023-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2023-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2023-06-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | MILLER & CO. LLP |
Accountancy firm EIN | 2023-06-30 | 951754087 |
2022 : T MCGEE ELECTRIC, INC. EMPLOYEES 401(K) SAVINGS PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-06-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total transfer of assets to this plan | 2022-06-30 | $0 |
Total transfer of assets from this plan | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $640 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $108 |
Expenses. Interest paid | 2022-06-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $-340,697 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $23,445 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $495 |
Value of total corrective distributions | 2022-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $144,465 |
Value of total assets at end of year | 2022-06-30 | $5,076,257 |
Value of total assets at beginning of year | 2022-06-30 | $5,439,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $22,950 |
Total income from rents | 2022-06-30 | $0 |
Total interest from all sources | 2022-06-30 | $31 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $210,893 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $210,893 |
Assets. Real estate other than employer real property at end of year | 2022-06-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-06-30 | $0 |
Administrative expenses professional fees incurred | 2022-06-30 | $3,250 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-06-30 | $0 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $144,465 |
Participant contributions at end of year | 2022-06-30 | $1,300 |
Participant contributions at beginning of year | 2022-06-30 | $3,862 |
Participant contributions at end of year | 2022-06-30 | $439 |
Participant contributions at beginning of year | 2022-06-30 | $573 |
Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-06-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-06-30 | $640 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-06-30 | $108 |
Other income not declared elsewhere | 2022-06-30 | $0 |
Administrative expenses (other) incurred | 2022-06-30 | $0 |
Liabilities. Value of operating payables at end of year | 2022-06-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $0 |
Total non interest bearing cash at end of year | 2022-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Income. Non cash contributions | 2022-06-30 | $0 |
Value of net income/loss | 2022-06-30 | $-364,142 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $5,075,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $5,439,759 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Assets. partnership/joint venture interests at end of year | 2022-06-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-06-30 | $0 |
Investment advisory and management fees | 2022-06-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $2,389,127 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $2,878,753 |
Value of interest in pooled separate accounts at end of year | 2022-06-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $0 |
Interest on participant loans | 2022-06-30 | $31 |
Income. Interest from loans (other than to participants) | 2022-06-30 | $0 |
Interest earned on other investments | 2022-06-30 | $0 |
Income. Interest from US Government securities | 2022-06-30 | $0 |
Income. Interest from corporate debt instruments | 2022-06-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-06-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-06-30 | $0 |
Value of interest in common/collective trusts at end of year | 2022-06-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $2,685,391 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $2,556,679 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $0 |
Asset value of US Government securities at end of year | 2022-06-30 | $0 |
Asset value of US Government securities at beginning of year | 2022-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-696,086 |
Net investment gain/loss from pooled separate accounts | 2022-06-30 | $0 |
Net investment gain or loss from common/collective trusts | 2022-06-30 | $0 |
Net gain/loss from 103.12 investment entities | 2022-06-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Assets. Invements in employer securities at end of year | 2022-06-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-06-30 | $0 |
Assets. Value of employer real property at end of year | 2022-06-30 | $0 |
Assets. Value of employer real property at beginning of year | 2022-06-30 | $0 |
Contributions received in cash from employer | 2022-06-30 | $0 |
Employer contributions (assets) at end of year | 2022-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $0 |
Income. Dividends from preferred stock | 2022-06-30 | $0 |
Income. Dividends from common stock | 2022-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $495 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-06-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-06-30 | $0 |
Contract administrator fees | 2022-06-30 | $19,700 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-06-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-06-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-06-30 | $0 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Aggregate proceeds on sale of assets | 2022-06-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-06-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | MILLER & CO. LLP |
Accountancy firm EIN | 2022-06-30 | 951754087 |
2021 : T MCGEE ELECTRIC, INC. EMPLOYEES 401(K) SAVINGS PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $108 |
Total income from all sources (including contributions) | 2021-06-30 | $1,344,580 |
Total of all expenses incurred | 2021-06-30 | $1,428,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $1,395,753 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $131,583 |
Value of total assets at end of year | 2021-06-30 | $5,439,867 |
Value of total assets at beginning of year | 2021-06-30 | $5,523,786 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $32,854 |
Total interest from all sources | 2021-06-30 | $870 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $149,631 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $149,631 |
Administrative expenses professional fees incurred | 2021-06-30 | $3,250 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $131,583 |
Participant contributions at end of year | 2021-06-30 | $3,862 |
Participant contributions at beginning of year | 2021-06-30 | $17,513 |
Participant contributions at end of year | 2021-06-30 | $573 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-06-30 | $108 |
Other income not declared elsewhere | 2021-06-30 | $82,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $-84,027 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $5,439,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $5,523,786 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $2,878,753 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $2,945,494 |
Interest on participant loans | 2021-06-30 | $870 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $2,556,679 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $2,560,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $980,067 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $1,395,753 |
Contract administrator fees | 2021-06-30 | $29,604 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | MILLER & CO. LLP |
Accountancy firm EIN | 2021-06-30 | 951754087 |
2020 : T MCGEE ELECTRIC, INC. EMPLOYEES 401(K) SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-06-30 | $341,951 |
Total of all expenses incurred | 2020-06-30 | $557,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $544,337 |
Value of total corrective distributions | 2020-06-30 | $4,075 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $130,844 |
Value of total assets at end of year | 2020-06-30 | $5,523,786 |
Value of total assets at beginning of year | 2020-06-30 | $5,739,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $9,382 |
Total interest from all sources | 2020-06-30 | $1,535 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $161,700 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $161,700 |
Administrative expenses professional fees incurred | 2020-06-30 | $1,800 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $130,844 |
Participant contributions at end of year | 2020-06-30 | $17,513 |
Participant contributions at beginning of year | 2020-06-30 | $35,811 |
Other income not declared elsewhere | 2020-06-30 | $75,274 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $-215,843 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $5,523,786 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $5,739,629 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $2,945,494 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $3,244,348 |
Interest on participant loans | 2020-06-30 | $1,535 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $2,560,779 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $2,459,470 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-27,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $544,337 |
Contract administrator fees | 2020-06-30 | $7,582 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | MILLER & CO. LLP |
Accountancy firm EIN | 2020-06-30 | 951754087 |
2019 : T MCGEE ELECTRIC, INC. EMPLOYEES 401(K) SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-06-30 | $369,123 |
Total of all expenses incurred | 2019-06-30 | $277,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $265,756 |
Value of total corrective distributions | 2019-06-30 | $11,675 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $138,887 |
Value of total assets at end of year | 2019-06-30 | $5,739,629 |
Value of total assets at beginning of year | 2019-06-30 | $5,648,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $222 |
Total interest from all sources | 2019-06-30 | $1,748 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $286,254 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $286,254 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $138,887 |
Participant contributions at end of year | 2019-06-30 | $35,811 |
Participant contributions at beginning of year | 2019-06-30 | $40,275 |
Other income not declared elsewhere | 2019-06-30 | $70,537 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $91,470 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $5,739,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $5,648,159 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $222 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $3,244,348 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $3,358,337 |
Value of interest in pooled separate accounts at end of year | 2019-06-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-06-30 | $0 |
Income. Interest from loans (other than to participants) | 2019-06-30 | $1,748 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $2,459,470 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $2,249,547 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $-128,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $265,756 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | MILLER & CO.LLP |
Accountancy firm EIN | 2019-06-30 | 951754087 |
2018 : T MCGEE ELECTRIC, INC. EMPLOYEES 401(K) SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-06-30 | $662,976 |
Total of all expenses incurred | 2018-06-30 | $596,854 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $593,082 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $144,045 |
Value of total assets at end of year | 2018-06-30 | $5,648,159 |
Value of total assets at beginning of year | 2018-06-30 | $5,582,037 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $3,772 |
Total interest from all sources | 2018-06-30 | $1,605 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $299,182 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $299,182 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $144,045 |
Participant contributions at end of year | 2018-06-30 | $40,275 |
Participant contributions at beginning of year | 2018-06-30 | $39,477 |
Other income not declared elsewhere | 2018-06-30 | $67,909 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $66,122 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $5,648,159 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $5,582,037 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $3,772 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $3,358,337 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $3,264,600 |
Value of interest in pooled separate accounts at end of year | 2018-06-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-06-30 | $0 |
Interest on participant loans | 2018-06-30 | $1,605 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $2,249,547 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $2,277,960 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $150,235 |
Net investment gain/loss from pooled separate accounts | 2018-06-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $593,082 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | MILLER & CO.LLP |
Accountancy firm EIN | 2018-06-30 | 951754087 |
2010 : T MCGEE ELECTRIC, INC. EMPLOYEES 401(K) SAVINGS PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |