401k Plan data: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A plan

MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 401k Plan overview

Plan Name	MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A
Plan identification number	001

MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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

MCDONNELL ADELS & KLESTZICK, PLLC has sponsored the creation of one or more 401k plans.

Company Name: MCDONNELL ADELS & KLESTZICK, PLLC

Employer identification number (EIN): 263738384

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ELIZABETH ADELS
001 2017-01-01 ELIZABETH ADELS
001 2016-01-01 ELIZABETH ADELS
001 2015-01-01 SUZANNE MAY
001 2014-01-01 ELIZABETH ADELS
001 2013-01-01 ELIZABETH ADELS
001 2012-01-01 ELIZABETH ADELS
001 2011-01-01 ELIZABETH ADELS 2012-03-27
001 2010-01-01 ELIZABETH ADELS 2011-06-15

Plan Statistics for MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A

401k plan membership statisitcs for MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A

Measure Date Value
2023: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2023 401k membership
Total participants, beginning-of-year 2023-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 19
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 5
Total of all active and inactive participants 2023-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 24
Number of participants with account balances 2023-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2022 401k membership
Total participants, beginning-of-year 2022-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 16
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 23
Number of participants with account balances 2022-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 17
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 23
Number of participants with account balances 2021-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2020 401k membership
Total participants, beginning-of-year 2020-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 26
Number of participants with account balances 2020-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2019 401k membership
Total participants, beginning-of-year 2019-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 27
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2018 401k membership
Total participants, beginning-of-year 2018-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 25
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 30
Number of participants with account balances 2018-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
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 5
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
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 5
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2014 401k membership
Total participants, beginning-of-year 2014-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 27
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2

Measure	Date	Value
2023: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2023 401k membership
Total participants, beginning-of-year	2023-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	19
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	5
Total of all active and inactive participants	2023-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	24
Number of participants with account balances	2023-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2022 401k membership
Total participants, beginning-of-year	2022-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	16
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	23
Number of participants with account balances	2022-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	17
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	23
Number of participants with account balances	2021-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2020 401k membership
Total participants, beginning-of-year	2020-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	26
Number of participants with account balances	2020-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2019 401k membership
Total participants, beginning-of-year	2019-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	27
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2018 401k membership
Total participants, beginning-of-year	2018-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	25
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	30
Number of participants with account balances	2018-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
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	5
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
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	5
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2014 401k membership
Total participants, beginning-of-year	2014-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	27
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2

Financial Data on MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A

Measure	Date	Value
2023 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,255,660
Expenses. Total of all expenses incurred	2023-12-31	$586,571
Benefits paid (including direct rollovers)	2023-12-31	$586,253
Total plan assets at end of year	2023-12-31	$6,693,037
Total plan assets at beginning of year	2023-12-31	$6,023,948
Value of fidelity bond covering the plan	2023-12-31	$450,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$121,460
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,134,200
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$669,089
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,693,037
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,023,948
Assets. Value of participant loans	2023-12-31	$73,025
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$318
2022 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,153,067
Expenses. Total of all expenses incurred	2022-12-31	$14,034
Benefits paid (including direct rollovers)	2022-12-31	$13,651
Total plan assets at end of year	2022-12-31	$6,023,948
Total plan assets at beginning of year	2022-12-31	$7,191,049
Value of fidelity bond covering the plan	2022-12-31	$450,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$136,048
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,289,115
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,167,101
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,023,948
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,191,049
Assets. Value of participant loans	2022-12-31	$103,913
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$383
2021 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,839,500
Expenses. Total of all expenses incurred	2021-12-31	$5,844,574
Benefits paid (including direct rollovers)	2021-12-31	$5,844,179
Total plan assets at end of year	2021-12-31	$7,191,049
Total plan assets at beginning of year	2021-12-31	$11,196,123
Value of fidelity bond covering the plan	2021-12-31	$450,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$154,464
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,552,121
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-4,005,074
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,191,049
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,196,123
Assets. Value of participant loans	2021-12-31	$88,791
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$132,915
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$395
2020 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,426,140
Expenses. Total of all expenses incurred	2020-12-31	$91,356
Benefits paid (including direct rollovers)	2020-12-31	$90,856
Total plan assets at end of year	2020-12-31	$11,196,123
Total plan assets at beginning of year	2020-12-31	$8,861,339
Value of fidelity bond covering the plan	2020-12-31	$450,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$201,753
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,091,522
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,334,784
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,196,123
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,861,339
Assets. Value of participant loans	2020-12-31	$115,120
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$132,865
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$500
2019 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,052,316
Expenses. Total of all expenses incurred	2019-12-31	$13,379
Benefits paid (including direct rollovers)	2019-12-31	$12,806
Total plan assets at end of year	2019-12-31	$8,861,339
Total plan assets at beginning of year	2019-12-31	$6,822,402
Value of fidelity bond covering the plan	2019-12-31	$450,000
Total contributions received or receivable from participants	2019-12-31	$190,450
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,728,527
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,038,937
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,861,339
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,822,402
Assets. Value of participant loans	2019-12-31	$150,447
Total contributions received or receivable from employer(s)	2019-12-31	$133,339
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$573
2018 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-95,458
Expenses. Total of all expenses incurred	2018-12-31	$101,833
Benefits paid (including direct rollovers)	2018-12-31	$101,220
Total plan assets at end of year	2018-12-31	$6,822,402
Total plan assets at beginning of year	2018-12-31	$7,019,693
Value of fidelity bond covering the plan	2018-12-31	$450,000
Total contributions received or receivable from participants	2018-12-31	$175,781
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-406,394
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-197,291
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,822,402
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,019,693
Assets. Value of participant loans	2018-12-31	$126,960
Total contributions received or receivable from employer(s)	2018-12-31	$135,155
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$613
2017 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,409,140
Expenses. Total of all expenses incurred	2017-12-31	$5,817
Benefits paid (including direct rollovers)	2017-12-31	$5,211
Total plan assets at end of year	2017-12-31	$7,019,693
Total plan assets at beginning of year	2017-12-31	$5,616,370
Value of fidelity bond covering the plan	2017-12-31	$450,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$174,717
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,105,361
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,403,323
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,019,693
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,616,370
Assets. Value of participant loans	2017-12-31	$139,049
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$129,062
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$606
2016 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$647,363
Expenses. Total of all expenses incurred	2016-12-31	$2,332
Benefits paid (including direct rollovers)	2016-12-31	$189
Total plan assets at end of year	2016-12-31	$5,616,370
Total plan assets at beginning of year	2016-12-31	$4,971,339
Value of fidelity bond covering the plan	2016-12-31	$450,000
Total contributions received or receivable from participants	2016-12-31	$184,032
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$8,739
Other income received	2016-12-31	$321,620
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$645,031
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,616,370
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,971,339
Assets. Value of participant loans	2016-12-31	$96,072
Total contributions received or receivable from employer(s)	2016-12-31	$132,972
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$1,585
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$558
2015 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2015 401k financial data
Transfers to/from the plan	2015-12-31	$25,435
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$302,821
Expenses. Total of all expenses incurred	2015-12-31	$65,858
Benefits paid (including direct rollovers)	2015-12-31	$65,539
Total plan assets at end of year	2015-12-31	$4,971,339
Total plan assets at beginning of year	2015-12-31	$4,708,941
Value of fidelity bond covering the plan	2015-12-31	$450,000
Total contributions received or receivable from participants	2015-12-31	$181,437
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$5,743
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$236,963
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,971,339
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,708,941
Assets. Value of participant loans	2015-12-31	$55,926
Total contributions received or receivable from employer(s)	2015-12-31	$115,641
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$319
2014 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$576,288
Expenses. Total of all expenses incurred	2014-12-31	$132,444
Benefits paid (including direct rollovers)	2014-12-31	$132,294
Total plan assets at end of year	2014-12-31	$4,708,941
Total plan assets at beginning of year	2014-12-31	$4,265,097
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$148,191
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$298,094
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$443,844
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,708,941
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,265,097
Assets. Value of participant loans	2014-12-31	$24,651
Total contributions received or receivable from employer(s)	2014-12-31	$130,003
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$150
2013 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,057,859
Expenses. Total of all expenses incurred	2013-12-31	$62,000
Benefits paid (including direct rollovers)	2013-12-31	$54,623
Total plan assets at end of year	2013-12-31	$4,265,097
Total plan assets at beginning of year	2013-12-31	$3,269,238
Value of fidelity bond covering the plan	2013-12-31	$450,000
Total contributions received or receivable from participants	2013-12-31	$159,948
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$13,908
Other income received	2013-12-31	$758,564
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$995,859
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,265,097
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,269,238
Assets. Value of participant loans	2013-12-31	$41,619
Total contributions received or receivable from employer(s)	2013-12-31	$125,439
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$4,107
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,270
2012 : MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2012 401k financial data
Total income from all sources	2012-12-31	$472,247
Expenses. Total of all expenses incurred	2012-12-31	$360,753
Benefits paid (including direct rollovers)	2012-12-31	$360,087
Total plan assets at end of year	2012-12-31	$3,269,238
Total plan assets at beginning of year	2012-12-31	$3,157,744
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$153,323
Contributions received from other sources (not participants or employers)	2012-12-31	$672
Other income received	2012-12-31	$318,252
Net income (gross income less expenses)	2012-12-31	$111,494
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,269,238
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,157,744
Assets. Value of participant loans	2012-12-31	$60,767
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$666
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A

2023: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 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
2018: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 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
2015: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCDONNELL & ADELS, P.L.L.C. 401(K) PROFIT SHARING PLAN A 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCDONNELL ADELS & KLESTZICK, PLLC
Employer identification number (EIN):	263738384
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers