401k Plan data: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN plan

MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 401k Plan overview

Plan Name	MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN
Plan identification number	001

MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MCDONOUGH INVESTMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: MCDONOUGH INVESTMENT GROUP, LLC

Employer identification number (EIN): 200016549

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about MCDONOUGH INVESTMENT GROUP, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1233101

More information about MCDONOUGH INVESTMENT GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 WILLIAM MCDONOUGH 2019-05-09
001 2018-01-01 WILLIAM MCDONOUGH 2019-05-09
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 WILLIAM A. MCDONOUGH
001 2011-01-01 WILLIAM A. MCDONOUGH
001 2009-01-01 WILLIAM A. MCDONOUGH

Plan Statistics for MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN

401k plan membership statisitcs for MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN

Measure Date Value
2019: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2009: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2019: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2009: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN

Measure	Date	Value
2019 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$7,091
Expenses. Total of all expenses incurred	2019-12-31	$100
Total plan assets at end of year	2019-12-31	$113,903
Total plan assets at beginning of year	2019-12-31	$106,912
Total contributions received or receivable from participants	2019-12-31	$1,100
Other income received	2019-12-31	$5,457
Net income (gross income less expenses)	2019-12-31	$6,991
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$113,903
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$106,912
Total contributions received or receivable from employer(s)	2019-12-31	$534
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$100
2018 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$1,267
Expenses. Total of all expenses incurred	2018-12-31	$100
Total plan assets at end of year	2018-12-31	$106,912
Total plan assets at beginning of year	2018-12-31	$105,745
Total contributions received or receivable from participants	2018-12-31	$2,400
Other income received	2018-12-31	$-2,273
Net income (gross income less expenses)	2018-12-31	$1,167
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$106,912
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$105,745
Total contributions received or receivable from employer(s)	2018-12-31	$1,140
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$100
2017 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$14,022
Expenses. Total of all expenses incurred	2017-12-31	$92,770
Benefits paid (including direct rollovers)	2017-12-31	$92,500
Total plan assets at end of year	2017-12-31	$105,745
Total plan assets at beginning of year	2017-12-31	$184,493
Total contributions received or receivable from participants	2017-12-31	$2,400
Other income received	2017-12-31	$6,622
Net income (gross income less expenses)	2017-12-31	$-78,748
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$105,745
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$184,493
Total contributions received or receivable from employer(s)	2017-12-31	$5,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$270
2016 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$26,325
Expenses. Total of all expenses incurred	2016-12-31	$90,170
Benefits paid (including direct rollovers)	2016-12-31	$90,000
Total plan assets at end of year	2016-12-31	$184,493
Total plan assets at beginning of year	2016-12-31	$248,338
Total contributions received or receivable from participants	2016-12-31	$2,400
Other income received	2016-12-31	$17,425
Net income (gross income less expenses)	2016-12-31	$-63,845
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$184,493
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$248,338
Total contributions received or receivable from employer(s)	2016-12-31	$6,500
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$170
2015 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-2,957
Expenses. Total of all expenses incurred	2015-12-31	$74,170
Benefits paid (including direct rollovers)	2015-12-31	$74,000
Total plan assets at end of year	2015-12-31	$248,338
Total plan assets at beginning of year	2015-12-31	$325,465
Total contributions received or receivable from participants	2015-12-31	$9,113
Other income received	2015-12-31	$-18,357
Net income (gross income less expenses)	2015-12-31	$-77,127
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$248,338
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$325,465
Total contributions received or receivable from employer(s)	2015-12-31	$6,287
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$170
2014 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$84,875
Expenses. Total of all expenses incurred	2014-12-31	$235
Total plan assets at end of year	2014-12-31	$325,465
Total plan assets at beginning of year	2014-12-31	$240,825
Total contributions received or receivable from participants	2014-12-31	$19,900
Other income received	2014-12-31	$22,794
Net income (gross income less expenses)	2014-12-31	$84,640
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$325,465
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$240,825
Total contributions received or receivable from employer(s)	2014-12-31	$42,181
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$235
2013 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$83,145
Expenses. Total of all expenses incurred	2013-12-31	$212,567
Benefits paid (including direct rollovers)	2013-12-31	$212,397
Total plan assets at end of year	2013-12-31	$240,825
Total plan assets at beginning of year	2013-12-31	$370,247
Total contributions received or receivable from participants	2013-12-31	$19,884
Other income received	2013-12-31	$23,657
Net income (gross income less expenses)	2013-12-31	$-129,422
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$240,825
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$370,247
Total contributions received or receivable from employer(s)	2013-12-31	$39,604
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$170
2012 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$32,456
Expenses. Total of all expenses incurred	2012-12-31	$47,685
Benefits paid (including direct rollovers)	2012-12-31	$47,500
Total plan assets at end of year	2012-12-31	$370,247
Total plan assets at beginning of year	2012-12-31	$385,476
Total contributions received or receivable from participants	2012-12-31	$1,479
Other income received	2012-12-31	$28,769
Net income (gross income less expenses)	2012-12-31	$-15,229
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$370,247
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$385,476
Total contributions received or receivable from employer(s)	2012-12-31	$2,208
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$185
2011 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$8,433
Expenses. Total of all expenses incurred	2011-12-31	$135
Total plan assets at end of year	2011-12-31	$385,476
Total plan assets at beginning of year	2011-12-31	$377,178
Total contributions received or receivable from participants	2011-12-31	$14,399
Other income received	2011-12-31	$-8,601
Net income (gross income less expenses)	2011-12-31	$8,298
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$385,476
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$377,178
Total contributions received or receivable from employer(s)	2011-12-31	$2,635
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$135
2010 : MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$125,293
Expenses. Total of all expenses incurred	2010-12-31	$135
Total plan assets at end of year	2010-12-31	$377,178
Total plan assets at beginning of year	2010-12-31	$252,020
Total contributions received or receivable from participants	2010-12-31	$18,504
Contributions received from other sources (not participants or employers)	2010-12-31	$25,000
Other income received	2010-12-31	$44,720
Net income (gross income less expenses)	2010-12-31	$125,158
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$377,178
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$252,020
Total contributions received or receivable from employer(s)	2010-12-31	$37,069
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$135

Form 5500 Responses for MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN

2019: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MCDONOUGH INVESTMENT GROUP, LLC, 401-K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCDONOUGH INVESTMENT GROUP, LLC
Employer identification number (EIN):	200016549
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1233101

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01		WILLIAM MCDONOUGH	2019-05-09
001	2018-01-01		WILLIAM MCDONOUGH	2019-05-09
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	WILLIAM A. MCDONOUGH
001	2011-01-01	WILLIAM A. MCDONOUGH
001	2009-01-01	WILLIAM A. MCDONOUGH