401k Plan data: MCKISSOCK 401(K) PLAN plan

MCKISSOCK 401(K) PLAN 401k Plan overview

Plan Name	MCKISSOCK 401(K) PLAN
Plan identification number	001

MCKISSOCK 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCKISSOCK LLC has sponsored the creation of one or more 401k plans.

Company Name: MCKISSOCK LLC

Employer identification number (EIN): 030537474

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKISSOCK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2017-01-01 ANN WILECZEK
001 2017-01-01 ANN WILECZEK
001 2016-01-01 ANN WILECZEK
001 2015-02-01 ANN WILECZEK 2016-07-29

Plan Statistics for MCKISSOCK 401(K) PLAN

401k plan membership statisitcs for MCKISSOCK 401(K) PLAN

Measure Date Value
2022: MCKISSOCK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 543
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 807
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 151
Total of all active and inactive participants 2022-01-01 962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 962
Number of participants with account balances 2022-01-01 959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: MCKISSOCK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 463
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 78
Total of all active and inactive participants 2021-01-01 543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 543
Number of participants with account balances 2021-01-01 534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MCKISSOCK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 360
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 80
Total of all active and inactive participants 2020-01-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 441
Number of participants with account balances 2020-01-01 430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MCKISSOCK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 244
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 66
Total of all active and inactive participants 2019-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 311
Number of participants with account balances 2019-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: MCKISSOCK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 173
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 198
Number of participants with account balances 2017-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MCKISSOCK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 145
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 145
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: MCKISSOCK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	543
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	807
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	151
Total of all active and inactive participants	2022-01-01	962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	962
Number of participants with account balances	2022-01-01	959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: MCKISSOCK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	463
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	78
Total of all active and inactive participants	2021-01-01	543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	543
Number of participants with account balances	2021-01-01	534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MCKISSOCK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	360
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	80
Total of all active and inactive participants	2020-01-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	441
Number of participants with account balances	2020-01-01	430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MCKISSOCK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	244
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	66
Total of all active and inactive participants	2019-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	311
Number of participants with account balances	2019-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: MCKISSOCK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	173
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	198
Number of participants with account balances	2017-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MCKISSOCK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	145
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	145
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on MCKISSOCK 401(K) PLAN

Measure	Date	Value
2022 : MCKISSOCK 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$23,859,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$1,604,882
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,540,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,471,422
Value of total corrective distributions	2022-12-31	$7,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,292,563
Value of total assets at end of year	2022-12-31	$62,972,181
Value of total assets at beginning of year	2022-12-31	$40,048,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$61,398
Total interest from all sources	2022-12-31	$22,609
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,701,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,701,144
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,594,033
Participant contributions at end of year	2022-12-31	$732,554
Participant contributions at beginning of year	2022-12-31	$227,908
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,489,249
Other income not declared elsewhere	2022-12-31	$3,456
Administrative expenses (other) incurred	2022-12-31	$61,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-935,802
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$62,972,181
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$40,048,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$60,478,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$38,693,700
Interest on participant loans	2022-12-31	$22,609
Value of interest in common/collective trusts at end of year	2022-12-31	$1,760,899
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,127,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,438,159
Net investment gain or loss from common/collective trusts	2022-12-31	$23,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,209,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,471,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ARMANINO, LLP
Accountancy firm EIN	2022-12-31	946214841
2021 : MCKISSOCK 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$888,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$11,242,403
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,528,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,507,904
Value of total corrective distributions	2021-12-31	$5,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,580,396
Value of total assets at end of year	2021-12-31	$40,048,963
Value of total assets at beginning of year	2021-12-31	$32,446,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$14,944
Total interest from all sources	2021-12-31	$10,167
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$860,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$860,321
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,901,007
Participant contributions at end of year	2021-12-31	$227,908
Participant contributions at beginning of year	2021-12-31	$240,587
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,334,232
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$1,227
Other income not declared elsewhere	2021-12-31	$3,586
Administrative expenses (other) incurred	2021-12-31	$14,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,713,970
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$40,048,963
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$32,446,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$38,693,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$30,897,601
Interest on participant loans	2021-12-31	$10,167
Value of interest in common/collective trusts at end of year	2021-12-31	$1,127,355
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,308,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,768,062
Net investment gain or loss from common/collective trusts	2021-12-31	$19,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,345,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,506,677
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ARMANINO,LLP
Accountancy firm EIN	2021-12-31	946214841
2020 : MCKISSOCK 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$1,935,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$9,204,235
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,764,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,752,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,867,261
Value of total assets at end of year	2020-12-31	$32,446,228
Value of total assets at beginning of year	2020-12-31	$24,071,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,175
Total interest from all sources	2020-12-31	$11,052
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$579,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$579,062
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,974,949
Participant contributions at end of year	2020-12-31	$240,587
Participant contributions at beginning of year	2020-12-31	$189,028
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,968,670
Other income not declared elsewhere	2020-12-31	$1,926
Administrative expenses (other) incurred	2020-12-31	$12,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,439,310
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$32,446,228
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,071,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$30,897,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,655,828
Interest on participant loans	2020-12-31	$11,052
Value of interest in common/collective trusts at end of year	2020-12-31	$1,308,041
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,226,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,715,060
Net investment gain or loss from common/collective trusts	2020-12-31	$29,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$923,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,752,750
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ARMANINO, LLP
Accountancy firm EIN	2020-12-31	946214841
2019 : MCKISSOCK 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,029,261
Total income from all sources (including contributions)	2019-12-31	$7,029,261
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,431,158
Total of all expenses incurred	2019-12-31	$2,431,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,421,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,421,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,538,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,538,136
Value of total assets at end of year	2019-12-31	$24,071,658
Value of total assets at end of year	2019-12-31	$24,071,658
Value of total assets at beginning of year	2019-12-31	$19,473,555
Value of total assets at beginning of year	2019-12-31	$19,473,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,030
Total interest from all sources	2019-12-31	$11,004
Total interest from all sources	2019-12-31	$11,004
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$521,252
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$521,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$521,252
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$521,252
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,475,224
Contributions received from participants	2019-12-31	$1,475,224
Participant contributions at end of year	2019-12-31	$189,028
Participant contributions at end of year	2019-12-31	$189,028
Participant contributions at beginning of year	2019-12-31	$214,714
Participant contributions at beginning of year	2019-12-31	$214,714
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$338,158
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$338,158
Administrative expenses (other) incurred	2019-12-31	$10,030
Administrative expenses (other) incurred	2019-12-31	$10,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,598,103
Value of net income/loss	2019-12-31	$4,598,103
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,071,658
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,071,658
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,473,555
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,473,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,655,828
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,655,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,680,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,680,072
Interest on participant loans	2019-12-31	$11,004
Interest on participant loans	2019-12-31	$11,004
Value of interest in common/collective trusts at end of year	2019-12-31	$1,226,802
Value of interest in common/collective trusts at end of year	2019-12-31	$1,226,802
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,578,769
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,578,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,925,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,925,718
Net investment gain or loss from common/collective trusts	2019-12-31	$33,151
Net investment gain or loss from common/collective trusts	2019-12-31	$33,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$724,754
Contributions received in cash from employer	2019-12-31	$724,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,421,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,421,128
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROWN SMITH WALLACE
Accountancy firm name	2019-12-31	BROWN SMITH WALLACE
Accountancy firm EIN	2019-12-31	431001367
Accountancy firm EIN	2019-12-31	431001367
2018 : MCKISSOCK 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,499,600
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,526,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,501,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,480,219
Value of total assets at end of year	2018-12-31	$19,473,555
Value of total assets at beginning of year	2018-12-31	$20,500,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25,740
Total interest from all sources	2018-12-31	$10,831
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$468,334
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$468,334
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,266,196
Participant contributions at end of year	2018-12-31	$214,714
Participant contributions at beginning of year	2018-12-31	$157,959
Participant contributions at beginning of year	2018-12-31	$33,890
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$607,514
Administrative expenses (other) incurred	2018-12-31	$25,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,027,152
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,473,555
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,500,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$17,680,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$18,253,203
Interest on participant loans	2018-12-31	$10,831
Value of interest in common/collective trusts at end of year	2018-12-31	$1,578,769
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,039,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,505,638
Net investment gain or loss from common/collective trusts	2018-12-31	$45,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$606,509
Employer contributions (assets) at beginning of year	2018-12-31	$16,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,501,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BROWN SMITH WALLACE
Accountancy firm EIN	2018-12-31	431001367
2017 : MCKISSOCK 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$14,487,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,882,008
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$790,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$786,374
Value of total corrective distributions	2017-12-31	$2,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,228,782
Value of total assets at end of year	2017-12-31	$20,500,707
Value of total assets at beginning of year	2017-12-31	$1,921,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,715
Total interest from all sources	2017-12-31	$7,267
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$368,936
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$368,936
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,127,040
Participant contributions at end of year	2017-12-31	$157,959
Participant contributions at end of year	2017-12-31	$33,890
Participant contributions at beginning of year	2017-12-31	$20,634
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$596,355
Administrative expenses (other) incurred	2017-12-31	$1,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,091,196
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,500,707
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,921,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$18,253,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,891,913
Interest on participant loans	2017-12-31	$7,267
Value of interest in common/collective trusts at end of year	2017-12-31	$2,039,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,238,888
Net investment gain or loss from common/collective trusts	2017-12-31	$38,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$505,387
Employer contributions (assets) at end of year	2017-12-31	$16,604
Employer contributions (assets) at beginning of year	2017-12-31	$9,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$786,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BROWN SMITH WALLACE
Accountancy firm EIN	2017-12-31	431001367
2016 : MCKISSOCK 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,653,092
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$74,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$67,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,567,292
Value of total assets at end of year	2016-12-31	$1,921,959
Value of total assets at beginning of year	2016-12-31	$343,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,844
Total interest from all sources	2016-12-31	$13
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$27,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$27,751
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$674,514
Participant contributions at end of year	2016-12-31	$20,634
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$619,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,578,862
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,921,959
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$343,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,891,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$343,015
Interest on participant loans	2016-12-31	$0
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$82
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$82
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$58,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$273,419
Employer contributions (assets) at end of year	2016-12-31	$9,412
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$67,386
Contract administrator fees	2016-12-31	$6,844
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BROWN SMITH WALLACE
Accountancy firm EIN	2016-12-31	431001367

Form 5500 Responses for MCKISSOCK 401(K) PLAN

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

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Company Name:	MCKISSOCK LLC
Employer identification number (EIN):	030537474
NAIC Classification:	611000