401k Plan data: JAMES A. MCBRADY, INC. 401(K) PLAN plan

JAMES A. MCBRADY, INC. 401(K) PLAN 401k Plan overview

Plan Name	JAMES A. MCBRADY, INC. 401(K) PLAN
Plan identification number	002

JAMES A. MCBRADY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

JAMES A. MCBRADY, INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES A. MCBRADY, INC.

Employer identification number (EIN): 010270307

NAIC Classification: 332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. MCBRADY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01
002 2021-04-01
002 2020-04-01
002 2019-04-01
002 2018-04-01 DAVID REED
002 2017-04-01 DAVID REED
002 2016-04-01 DAVID REED
002 2015-04-01 DAVID REED
002 2015-04-01
002 2014-04-01 JAMES BRADY 2015-10-05
002 2013-04-01 JAMES A. MCBRADY JR. 2014-07-29
002 2012-04-01 JAMES A. MCBRADY 2013-07-16 JAMES A. MCBRADY 2013-07-16
002 2011-04-01 JAMES A. MCBRADY 2012-08-23
002 2010-04-01 JAMES A. MCBRADY 2011-07-01 JAMES A. MCBRADY 2011-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-04-01
002	2021-04-01
002	2020-04-01
002	2019-04-01
002	2018-04-01	DAVID REED
002	2017-04-01	DAVID REED
002	2016-04-01	DAVID REED
002	2015-04-01	DAVID REED
002	2015-04-01
002	2014-04-01	JAMES BRADY	2015-10-05
002	2013-04-01	JAMES A. MCBRADY JR.	2014-07-29
002	2012-04-01	JAMES A. MCBRADY	2013-07-16	JAMES A. MCBRADY	2013-07-16
002	2011-04-01	JAMES A. MCBRADY	2012-08-23
002	2010-04-01	JAMES A. MCBRADY	2011-07-01	JAMES A. MCBRADY	2011-07-01

Plan Statistics for JAMES A. MCBRADY, INC. 401(K) PLAN

401k plan membership statisitcs for JAMES A. MCBRADY, INC. 401(K) PLAN

Measure Date Value
2022: JAMES A. MCBRADY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 19
Number of retired or separated participants receiving benefits 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 7
Total of all active and inactive participants 2022-04-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 26
Number of participants with account balances 2022-04-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 1
2021: JAMES A. MCBRADY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 21
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 18
Number of retired or separated participants receiving benefits 2021-04-01 0
Number of other retired or separated participants entitled to future benefits 2021-04-01 5
Total of all active and inactive participants 2021-04-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 23
Number of participants with account balances 2021-04-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: JAMES A. MCBRADY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 22
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 18
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 3
Total of all active and inactive participants 2020-04-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 21
Number of participants with account balances 2020-04-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: JAMES A. MCBRADY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 19
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 3
Total of all active and inactive participants 2019-04-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 22
Number of participants with account balances 2019-04-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: JAMES A. MCBRADY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 19
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 17
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 0
Total of all active and inactive participants 2018-04-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 17
Number of participants with account balances 2018-04-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: JAMES A. MCBRADY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 21
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 19
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 19
Number of participants with account balances 2017-04-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 1
2016: JAMES A. MCBRADY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 21
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 0
Total of all active and inactive participants 2016-04-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 21
Number of participants with account balances 2016-04-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: JAMES A. MCBRADY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 19
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 1
Total of all active and inactive participants 2015-04-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 20
Number of participants with account balances 2015-04-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0

Measure	Date	Value
2022: JAMES A. MCBRADY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	19
Number of retired or separated participants receiving benefits	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	7
Total of all active and inactive participants	2022-04-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	26
Number of participants with account balances	2022-04-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	1
2021: JAMES A. MCBRADY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	21
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	18
Number of retired or separated participants receiving benefits	2021-04-01	0
Number of other retired or separated participants entitled to future benefits	2021-04-01	5
Total of all active and inactive participants	2021-04-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	23
Number of participants with account balances	2021-04-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: JAMES A. MCBRADY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	22
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	18
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	3
Total of all active and inactive participants	2020-04-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	21
Number of participants with account balances	2020-04-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: JAMES A. MCBRADY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	19
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	3
Total of all active and inactive participants	2019-04-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	22
Number of participants with account balances	2019-04-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: JAMES A. MCBRADY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	19
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	17
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	0
Total of all active and inactive participants	2018-04-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	17
Number of participants with account balances	2018-04-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: JAMES A. MCBRADY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	21
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	19
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	19
Number of participants with account balances	2017-04-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	1
2016: JAMES A. MCBRADY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	21
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	0
Total of all active and inactive participants	2016-04-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	21
Number of participants with account balances	2016-04-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: JAMES A. MCBRADY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	19
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	1
Total of all active and inactive participants	2015-04-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	20
Number of participants with account balances	2015-04-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0

Financial Data on JAMES A. MCBRADY, INC. 401(K) PLAN

Measure	Date	Value
2023 : JAMES A. MCBRADY, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-03-31	$0
Total plan liabilities at end of year	2023-03-31	$0
Total plan liabilities at beginning of year	2023-03-31	$0
Total income from all sources	2023-03-31	$4,314
Expenses. Total of all expenses incurred	2023-03-31	$6,531
Benefits paid (including direct rollovers)	2023-03-31	$0
Total plan assets at end of year	2023-03-31	$3,513,784
Total plan assets at beginning of year	2023-03-31	$3,516,001
Value of fidelity bond covering the plan	2023-03-31	$300,000
Assets. Value of tangible personal property	2023-03-31	$0
Total contributions received or receivable from participants	2023-03-31	$118,862
Assets. Value of loans (other than to participants)	2023-03-31	$0
Expenses. Other expenses not covered elsewhere	2023-03-31	$0
Contributions received from other sources (not participants or employers)	2023-03-31	$0
Other income received	2023-03-31	$-164,548
Noncash contributions received	2023-03-31	$0
Net income (gross income less expenses)	2023-03-31	$-2,217
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$3,513,784
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$3,516,001
Assets. Value of participant loans	2023-03-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-03-31	$0
Assets. Value of real-estate (other than employer real property)	2023-03-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-03-31	$0
Assets. Value of employer securities	2023-03-31	$0
Assets. Value of employer real property	2023-03-31	$0
Total contributions received or receivable from employer(s)	2023-03-31	$50,000
Value of certain deemed distributions of participant loans	2023-03-31	$0
Value of corrective distributions	2023-03-31	$6,443
Expenses. Administrative service providers (salaries,fees and commissions)	2023-03-31	$88
2022 : JAMES A. MCBRADY, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-03-31	$0
Total plan liabilities at end of year	2022-03-31	$0
Total plan liabilities at beginning of year	2022-03-31	$0
Total income from all sources	2022-03-31	$219,436
Expenses. Total of all expenses incurred	2022-03-31	$2,926
Benefits paid (including direct rollovers)	2022-03-31	$0
Total plan assets at end of year	2022-03-31	$3,516,001
Total plan assets at beginning of year	2022-03-31	$3,299,491
Value of fidelity bond covering the plan	2022-03-31	$300,000
Assets. Value of tangible personal property	2022-03-31	$0
Total contributions received or receivable from participants	2022-03-31	$109,394
Assets. Value of loans (other than to participants)	2022-03-31	$0
Expenses. Other expenses not covered elsewhere	2022-03-31	$0
Contributions received from other sources (not participants or employers)	2022-03-31	$0
Other income received	2022-03-31	$60,042
Noncash contributions received	2022-03-31	$0
Net income (gross income less expenses)	2022-03-31	$216,510
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$3,516,001
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$3,299,491
Assets. Value of participant loans	2022-03-31	$938
Assets. Value of assets in partnership/joint-venture interests	2022-03-31	$0
Assets. Value of real-estate (other than employer real property)	2022-03-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-03-31	$0
Assets. Value of employer securities	2022-03-31	$0
Assets. Value of employer real property	2022-03-31	$0
Total contributions received or receivable from employer(s)	2022-03-31	$50,000
Value of certain deemed distributions of participant loans	2022-03-31	$0
Value of corrective distributions	2022-03-31	$2,795
Expenses. Administrative service providers (salaries,fees and commissions)	2022-03-31	$131
2021 : JAMES A. MCBRADY, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-03-31	$0
Total plan liabilities at end of year	2021-03-31	$0
Total plan liabilities at beginning of year	2021-03-31	$0
Total income from all sources	2021-03-31	$1,062,366
Expenses. Total of all expenses incurred	2021-03-31	$134,676
Benefits paid (including direct rollovers)	2021-03-31	$134,482
Total plan assets at end of year	2021-03-31	$3,299,491
Total plan assets at beginning of year	2021-03-31	$2,371,801
Value of fidelity bond covering the plan	2021-03-31	$250,000
Assets. Value of tangible personal property	2021-03-31	$0
Total contributions received or receivable from participants	2021-03-31	$82,128
Assets. Value of loans (other than to participants)	2021-03-31	$0
Expenses. Other expenses not covered elsewhere	2021-03-31	$0
Contributions received from other sources (not participants or employers)	2021-03-31	$0
Other income received	2021-03-31	$930,238
Noncash contributions received	2021-03-31	$0
Net income (gross income less expenses)	2021-03-31	$927,690
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$3,299,491
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$2,371,801
Assets. Value of participant loans	2021-03-31	$4,625
Assets. Value of assets in partnership/joint-venture interests	2021-03-31	$0
Assets. Value of real-estate (other than employer real property)	2021-03-31	$0
Assets. Value of employer securities	2021-03-31	$0
Assets. Value of employer real property	2021-03-31	$0
Total contributions received or receivable from employer(s)	2021-03-31	$50,000
Value of certain deemed distributions of participant loans	2021-03-31	$0
Value of corrective distributions	2021-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-03-31	$194
2020 : JAMES A. MCBRADY, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-03-31	$0
Total plan liabilities at end of year	2020-03-31	$0
Total plan liabilities at beginning of year	2020-03-31	$0
Total income from all sources	2020-03-31	$-18,176
Expenses. Total of all expenses incurred	2020-03-31	$114,169
Benefits paid (including direct rollovers)	2020-03-31	$113,913
Total plan assets at end of year	2020-03-31	$2,371,801
Total plan assets at beginning of year	2020-03-31	$2,504,146
Value of fidelity bond covering the plan	2020-03-31	$250,000
Total contributions received or receivable from participants	2020-03-31	$93,512
Expenses. Other expenses not covered elsewhere	2020-03-31	$0
Contributions received from other sources (not participants or employers)	2020-03-31	$0
Other income received	2020-03-31	$-161,688
Noncash contributions received	2020-03-31	$0
Net income (gross income less expenses)	2020-03-31	$-132,345
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$2,371,801
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$2,504,146
Assets. Value of participant loans	2020-03-31	$16,740
Total contributions received or receivable from employer(s)	2020-03-31	$50,000
Value of certain deemed distributions of participant loans	2020-03-31	$0
Value of corrective distributions	2020-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$256
2019 : JAMES A. MCBRADY, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-03-31	$0
Total plan liabilities at end of year	2019-03-31	$0
Total plan liabilities at beginning of year	2019-03-31	$0
Total income from all sources	2019-03-31	$196,725
Expenses. Total of all expenses incurred	2019-03-31	$29,651
Benefits paid (including direct rollovers)	2019-03-31	$29,326
Total plan assets at end of year	2019-03-31	$2,504,146
Total plan assets at beginning of year	2019-03-31	$2,337,072
Value of fidelity bond covering the plan	2019-03-31	$250,000
Total contributions received or receivable from participants	2019-03-31	$88,087
Expenses. Other expenses not covered elsewhere	2019-03-31	$0
Contributions received from other sources (not participants or employers)	2019-03-31	$0
Other income received	2019-03-31	$58,638
Noncash contributions received	2019-03-31	$0
Net income (gross income less expenses)	2019-03-31	$167,074
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$2,504,146
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$2,337,072
Assets. Value of participant loans	2019-03-31	$45,457
Total contributions received or receivable from employer(s)	2019-03-31	$50,000
Value of certain deemed distributions of participant loans	2019-03-31	$0
Value of corrective distributions	2019-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$325
2018 : JAMES A. MCBRADY, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-03-31	$0
Total plan liabilities at end of year	2018-03-31	$0
Total plan liabilities at beginning of year	2018-03-31	$0
Total income from all sources	2018-03-31	$378,661
Expenses. Total of all expenses incurred	2018-03-31	$1,053
Benefits paid (including direct rollovers)	2018-03-31	$0
Total plan assets at end of year	2018-03-31	$2,337,072
Total plan assets at beginning of year	2018-03-31	$1,959,464
Value of fidelity bond covering the plan	2018-03-31	$200,000
Total contributions received or receivable from participants	2018-03-31	$92,658
Expenses. Other expenses not covered elsewhere	2018-03-31	$0
Contributions received from other sources (not participants or employers)	2018-03-31	$0
Other income received	2018-03-31	$236,009
Noncash contributions received	2018-03-31	$0
Net income (gross income less expenses)	2018-03-31	$377,608
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$2,337,072
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$1,959,464
Assets. Value of participant loans	2018-03-31	$47,872
Total contributions received or receivable from employer(s)	2018-03-31	$49,994
Value of certain deemed distributions of participant loans	2018-03-31	$0
Value of corrective distributions	2018-03-31	$659
Expenses. Administrative service providers (salaries,fees and commissions)	2018-03-31	$394
2017 : JAMES A. MCBRADY, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-03-31	$0
Total plan liabilities at end of year	2017-03-31	$0
Total plan liabilities at beginning of year	2017-03-31	$0
Total income from all sources	2017-03-31	$356,726
Expenses. Total of all expenses incurred	2017-03-31	$1,147
Benefits paid (including direct rollovers)	2017-03-31	$115
Total plan assets at end of year	2017-03-31	$1,959,464
Total plan assets at beginning of year	2017-03-31	$1,603,885
Value of fidelity bond covering the plan	2017-03-31	$200,000
Total contributions received or receivable from participants	2017-03-31	$94,163
Expenses. Other expenses not covered elsewhere	2017-03-31	$0
Contributions received from other sources (not participants or employers)	2017-03-31	$264
Other income received	2017-03-31	$222,293
Noncash contributions received	2017-03-31	$0
Net income (gross income less expenses)	2017-03-31	$355,579
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$1,959,464
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$1,603,885
Assets. Value of participant loans	2017-03-31	$11,049
Total contributions received or receivable from employer(s)	2017-03-31	$40,006
Value of certain deemed distributions of participant loans	2017-03-31	$0
Value of corrective distributions	2017-03-31	$782
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-31	$250
2016 : JAMES A. MCBRADY, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-03-31	$0
Total plan liabilities at end of year	2016-03-31	$0
Total plan liabilities at beginning of year	2016-03-31	$0
Total income from all sources	2016-03-31	$94,642
Expenses. Total of all expenses incurred	2016-03-31	$203,540
Benefits paid (including direct rollovers)	2016-03-31	$201,530
Total plan assets at end of year	2016-03-31	$1,603,885
Total plan assets at beginning of year	2016-03-31	$1,712,783
Value of fidelity bond covering the plan	2016-03-31	$200,000
Total contributions received or receivable from participants	2016-03-31	$95,933
Expenses. Other expenses not covered elsewhere	2016-03-31	$0
Contributions received from other sources (not participants or employers)	2016-03-31	$3,839
Other income received	2016-03-31	$-45,130
Noncash contributions received	2016-03-31	$0
Net income (gross income less expenses)	2016-03-31	$-108,898
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$1,603,885
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$1,712,783
Assets. Value of participant loans	2016-03-31	$5,597
Total contributions received or receivable from employer(s)	2016-03-31	$40,000
Value of certain deemed distributions of participant loans	2016-03-31	$0
Value of corrective distributions	2016-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-03-31	$2,010

Form 5500 Responses for JAMES A. MCBRADY, INC. 401(K) PLAN

2022: JAMES A. MCBRADY, INC. 401(K) PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	This submission is the final filing	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: JAMES A. MCBRADY, INC. 401(K) PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: JAMES A. MCBRADY, INC. 401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	This submission is the final filing	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: JAMES A. MCBRADY, INC. 401(K) PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: JAMES A. MCBRADY, INC. 401(K) PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: JAMES A. MCBRADY, INC. 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: JAMES A. MCBRADY, INC. 401(K) PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: JAMES A. MCBRADY, INC. 401(K) PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	Yes
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990226

Policy instance

Insurance contract or identification number	990226
Number of Individuals Covered	0
Insurance policy start date	2015-04-01
Insurance policy end date	2015-04-14
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

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Company Name:	JAMES A. MCBRADY, INC.
Employer identification number (EIN):	010270307
NAIC Classification:	332300