MCNERNEY, PAGE, VANDERLIN & HALL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN
| Measure | Date | Value |
|---|
| 2025 : MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-23 | 330283 |
| Net assets as of the end of the plan year | 2025-07-23 | 5199982 |
| Total assets as of the beginning of the plan year | 2025-07-23 | 4734570 |
| Value of plan covered by a fidelity bond | 2025-07-23 | 474000 |
| Participant contributions to plan in this plan year | 2025-07-23 | 98456 |
| Value of participant loans at end of plan year | 2025-07-23 | 15562 |
| Other income to plan in this plan year | 2025-07-23 | 544766 |
| Plan net income in this plan year | 2025-07-23 | 465412 |
| Net assets as of the end of the plan year | 2025-07-23 | 5199982 |
| Net assets as of the beginning of the plan year | 2025-07-23 | 4734570 |
| Value of contributions failed to transmitted timely | 2025-07-23 | 3723 |
| Employer contributions to plan in this plan year | 2025-07-23 | 152473 |
| Fees paid to broker by Benefit Provider | 2025-07-23 | 17508 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-23 | 1820 |
| 2024 : MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-05 | 309639 |
| Net assets as of the end of the plan year | 2024-05-05 | 4734570 |
| Total assets as of the beginning of the plan year | 2024-05-05 | 4044694 |
| Value of plan covered by a fidelity bond | 2024-05-05 | 405000 |
| Participant contributions to plan in this plan year | 2024-05-05 | 103198 |
| Value of participant loans at end of plan year | 2024-05-05 | 37069 |
| Other contributions to plan in this plan year | 2024-05-05 | 37262 |
| Other income to plan in this plan year | 2024-05-05 | 696286 |
| Plan net income in this plan year | 2024-05-05 | 689876 |
| Net assets as of the end of the plan year | 2024-05-05 | 4734570 |
| Net assets as of the beginning of the plan year | 2024-05-05 | 4044694 |
| Value of contributions failed to transmitted timely | 2024-05-05 | 1210 |
| Employer contributions to plan in this plan year | 2024-05-05 | 162769 |
| Fees paid to broker by Benefit Provider | 2024-05-05 | 22391 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-05 | 1514 |
| 2022 : MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-06-07 | 34 |
| Total expenses incurred by plan in this plan year | 2022-06-07 | 2130923 |
| Net assets as of the end of the plan year | 2022-06-07 | 4550894 |
| Total assets as of the beginning of the plan year | 2022-06-07 | 5848964 |
| Value of plan covered by a fidelity bond | 2022-06-07 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-07 | 96206 |
| Value of participant loans at end of plan year | 2022-06-07 | 76841 |
| Other contributions to plan in this plan year | 2022-06-07 | 19387 |
| Other income to plan in this plan year | 2022-06-07 | 611585 |
| Plan net income in this plan year | 2022-06-07 | -1298104 |
| Net assets as of the end of the plan year | 2022-06-07 | 4550860 |
| Net assets as of the beginning of the plan year | 2022-06-07 | 5848964 |
| Value of contributions failed to transmitted timely | 2022-06-07 | 1889 |
| Employer contributions to plan in this plan year | 2022-06-07 | 105641 |
| Fees paid to broker by Benefit Provider | 2022-06-07 | 22702 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-07 | -175 |
| 2012 : MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $71,700 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,485,689 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,477,063 |
| Total plan assets at end of year | 2012-12-31 | $3,787,165 |
| Total plan assets at beginning of year | 2012-12-31 | $6,201,154 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $92,281 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $3,794 |
| Other income received | 2012-12-31 | $-146,310 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-2,413,989 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,787,165 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,201,154 |
| Assets. Value of participant loans | 2012-12-31 | $39,534 |
| 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 | 2012-12-31 | $2,754 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $121,935 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,626 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $163,185 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $781,327 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $769,080 |
| Total plan assets at end of year | 2011-12-31 | $6,201,154 |
| Total plan assets at beginning of year | 2011-12-31 | $6,819,296 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $100,983 |
| Other income received | 2011-12-31 | $-93,798 |
| Net income (gross income less expenses) | 2011-12-31 | $-618,142 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,201,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,819,296 |
| Assets. Value of participant loans | 2011-12-31 | $51,421 |
| 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 | 2011-12-31 | $6,424 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $156,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $12,247 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $1,072,867 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $308,057 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $297,454 |
| Total plan assets at end of year | 2010-12-31 | $6,819,296 |
| Total plan assets at beginning of year | 2010-12-31 | $6,054,486 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $73,733 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $875,972 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $764,810 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,819,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,054,486 |
| Assets. Value of participant loans | 2010-12-31 | $30,735 |
| 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 | 2010-12-31 | $3,670 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $123,162 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $10,603 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $130,123 |
| 2012: MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MCNERNEY, PAGE, VANDERLIN & HALL PROFIT SHARING 401-K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
