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MCCURLEY EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameMCCURLEY EMPLOYEES 401(K) PLAN
Plan identification number 003

MCCURLEY EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined 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

MCCURLEY INTEGRITY DEALERSHIPS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MCCURLEY INTEGRITY DEALERSHIPS, LLC
Employer identification number (EIN):271512348
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01MASON MCCURLEY2023-10-09
0032021-01-01MASON MCCURLEY2022-10-08
0032020-01-01WILLIAM L. MCCURLEY2021-10-07
0032019-01-01WILLIAM L. MCCURLEY2020-10-06
0032018-01-01WILLIAM L. MCCURLEY2019-09-17
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01WILLIAM L. MCCURLEY
0032013-01-01WILLIAM L. MCCURLEY
0032012-01-01WILLIAM L. MCCURLEY
0032011-01-01WILLIAM L. MCCURLEY

Plan Statistics for MCCURLEY EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for MCCURLEY EMPLOYEES 401(K) PLAN

Measure Date Value
2022: MCCURLEY EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01388
Total number of active participants reported on line 7a of the Form 55002022-01-01198
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01164
Total of all active and inactive participants2022-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01362
Number of participants with account balances2022-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: MCCURLEY EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01375
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01161
Total of all active and inactive participants2021-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01339
Number of participants with account balances2021-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: MCCURLEY EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01346
Total number of active participants reported on line 7a of the Form 55002020-01-01208
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01148
Total of all active and inactive participants2020-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01356
Number of participants with account balances2020-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: MCCURLEY EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01326
Total number of active participants reported on line 7a of the Form 55002019-01-01192
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01129
Total of all active and inactive participants2019-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01322
Number of participants with account balances2019-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: MCCURLEY EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01298
Total number of active participants reported on line 7a of the Form 55002018-01-01206
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01303
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: MCCURLEY EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01264
Total number of active participants reported on line 7a of the Form 55002017-01-01203
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01275
Number of participants with account balances2017-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: MCCURLEY EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01258
Total number of active participants reported on line 7a of the Form 55002016-01-01197
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01253
Number of participants with account balances2016-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: MCCURLEY EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01216
Total number of active participants reported on line 7a of the Form 55002015-01-01183
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01234
Number of participants with account balances2015-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: MCCURLEY EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01171
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01216
Number of participants with account balances2014-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: MCCURLEY EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01188
Total number of active participants reported on line 7a of the Form 55002013-01-01152
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: MCCURLEY EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01177
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: MCCURLEY EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01169
Number of participants with account balances2011-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119

Financial Data on MCCURLEY EMPLOYEES 401(K) PLAN

Measure Date Value
2022 : MCCURLEY EMPLOYEES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,863
Total income from all sources (including contributions)2022-12-31$-1,056,844
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,896,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,852,273
Value of total corrective distributions2022-12-31$1,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,510,520
Value of total assets at end of year2022-12-31$13,977,027
Value of total assets at beginning of year2022-12-31$16,925,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,430
Total interest from all sources2022-12-31$44
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$427,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$427,911
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$995,987
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$29
Liabilities. Value of operating payables at end of year2022-12-31$2,377
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$28,959
Total non interest bearing cash at beginning of year2022-12-31$18,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,953,622
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,968,138
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,921,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$27,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,444,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,900,423
Value of interest in common/collective trusts at end of year2022-12-31$978,654
Value of interest in common/collective trusts at beginning of year2022-12-31$543,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$16,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$44
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,014,579
Net investment gain or loss from common/collective trusts2022-12-31$19,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$509,177
Employer contributions (assets) at end of year2022-12-31$509,177
Employer contributions (assets) at beginning of year2022-12-31$462,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,852,273
Contract administrator fees2022-12-31$15,614
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,826
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,834
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DECORIA, BLAIR & TEAGUE, P.S.
Accountancy firm EIN2022-12-31260152208
2021 : MCCURLEY EMPLOYEES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,162
Total income from all sources (including contributions)2021-12-31$4,094,492
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,365,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,319,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,414,706
Value of total assets at end of year2021-12-31$16,925,623
Value of total assets at beginning of year2021-12-31$15,203,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,277
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,035,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,035,685
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$952,110
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$58,906
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$29
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$30
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$3,779
Total non interest bearing cash at end of year2021-12-31$18,926
Total non interest bearing cash at beginning of year2021-12-31$175,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,728,502
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,921,760
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,193,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$30,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,900,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,782,646
Value of interest in common/collective trusts at end of year2021-12-31$543,353
Value of interest in common/collective trusts at beginning of year2021-12-31$909,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,632,164
Net investment gain or loss from common/collective trusts2021-12-31$11,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$462,596
Employer contributions (assets) at end of year2021-12-31$462,596
Employer contributions (assets) at beginning of year2021-12-31$272,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,319,713
Contract administrator fees2021-12-31$16,162
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,834
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$6,353
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2021-12-31911900424
2020 : MCCURLEY EMPLOYEES 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,757
Total unrealized appreciation/depreciation of assets2020-12-31$1,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,937
Total income from all sources (including contributions)2020-12-31$2,992,801
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$728,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$692,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,297,679
Value of total assets at end of year2020-12-31$15,203,420
Value of total assets at beginning of year2020-12-31$12,931,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,531
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$326,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$326,176
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$791,341
Participant contributions at end of year2020-12-31$58,906
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$84,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$30
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$235
Liabilities. Value of operating payables at end of year2020-12-31$3,779
Liabilities. Value of operating payables at beginning of year2020-12-31$150
Total non interest bearing cash at end of year2020-12-31$175,212
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,264,675
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,193,258
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,928,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,838
Investment advisory and management fees2020-12-31$22,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,782,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,862,828
Value of interest in common/collective trusts at end of year2020-12-31$909,439
Value of interest in common/collective trusts at beginning of year2020-12-31$631,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$40,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$40,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,350,006
Net investment gain or loss from common/collective trusts2020-12-31$17,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$421,493
Employer contributions (assets) at end of year2020-12-31$272,463
Employer contributions (assets) at beginning of year2020-12-31$394,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$692,595
Contract administrator fees2020-12-31$13,372
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$6,353
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,552
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2020-12-31911900424
2019 : MCCURLEY EMPLOYEES 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-1,032
Total unrealized appreciation/depreciation of assets2019-12-31$-1,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,540
Total income from all sources (including contributions)2019-12-31$3,395,187
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$947,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$907,489
Value of total corrective distributions2019-12-31$8,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,092,695
Value of total assets at end of year2019-12-31$12,931,520
Value of total assets at beginning of year2019-12-31$10,487,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,560
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$244,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$244,636
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$647,864
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$24,718
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$50,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$26
Other income not declared elsewhere2019-12-31$423
Liabilities. Value of operating payables at end of year2019-12-31$150
Liabilities. Value of operating payables at beginning of year2019-12-31$3,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,447,735
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,928,583
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,480,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$2,838
Assets. partnership/joint venture interests at beginning of year2019-12-31$6,450
Investment advisory and management fees2019-12-31$22,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,862,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,401,336
Value of interest in common/collective trusts at end of year2019-12-31$631,415
Value of interest in common/collective trusts at beginning of year2019-12-31$627,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$40,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$22,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$22,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,039,456
Net investment gain or loss from common/collective trusts2019-12-31$19,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$394,001
Employer contributions (assets) at end of year2019-12-31$394,001
Employer contributions (assets) at beginning of year2019-12-31$397,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$907,489
Contract administrator fees2019-12-31$8,886
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,552
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,552
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2019-12-31911900424
2018 : MCCURLEY EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,578
Total income from all sources (including contributions)2018-12-31$189,401
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,074,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,030,576
Value of total corrective distributions2018-12-31$15,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$997,441
Value of total assets at end of year2018-12-31$10,487,388
Value of total assets at beginning of year2018-12-31$11,368,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,775
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$201,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$201,516
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$600,107
Participant contributions at end of year2018-12-31$24,718
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$26
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$26
Liabilities. Value of operating payables at end of year2018-12-31$3,962
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-884,958
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,480,848
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,365,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$6,450
Assets. partnership/joint venture interests at beginning of year2018-12-31$19,350
Investment advisory and management fees2018-12-31$21,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,401,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,290,592
Value of interest in common/collective trusts at end of year2018-12-31$627,816
Value of interest in common/collective trusts at beginning of year2018-12-31$669,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$22,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,028,524
Net investment gain or loss from common/collective trusts2018-12-31$18,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$397,334
Employer contributions (assets) at end of year2018-12-31$397,334
Employer contributions (assets) at beginning of year2018-12-31$375,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,030,576
Contract administrator fees2018-12-31$6,914
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,552
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,552
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2018-12-31911900424
2017 : MCCURLEY EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,398
Total income from all sources (including contributions)2017-12-31$2,305,544
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$487,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$463,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$836,201
Value of total assets at end of year2017-12-31$11,368,384
Value of total assets at beginning of year2017-12-31$9,550,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,910
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$170,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$170,725
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$460,739
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$26
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$29
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,817,744
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,365,806
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,548,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$19,350
Assets. partnership/joint venture interests at beginning of year2017-12-31$33,970
Investment advisory and management fees2017-12-31$18,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,290,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,525,375
Value of interest in common/collective trusts at end of year2017-12-31$669,338
Value of interest in common/collective trusts at beginning of year2017-12-31$603,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,282,374
Net investment gain or loss from common/collective trusts2017-12-31$16,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$375,462
Employer contributions (assets) at end of year2017-12-31$375,462
Employer contributions (assets) at beginning of year2017-12-31$377,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$463,890
Contract administrator fees2017-12-31$4,939
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,552
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,300
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2017-12-31911900424
2016 : MCCURLEY EMPLOYEES 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-3,010
Total unrealized appreciation/depreciation of assets2016-12-31$-3,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,331
Total income from all sources (including contributions)2016-12-31$1,767,153
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$264,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$245,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$811,122
Value of total assets at end of year2016-12-31$9,550,460
Value of total assets at beginning of year2016-12-31$8,048,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,988
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$153,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$153,009
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$432,687
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$726
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$29
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$31
Liabilities. Value of operating payables at end of year2016-12-31$69
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,502,218
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,548,062
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,045,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$33,970
Assets. partnership/joint venture interests at beginning of year2016-12-31$40,850
Investment advisory and management fees2016-12-31$14,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,525,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,072,738
Value of interest in common/collective trusts at end of year2016-12-31$603,936
Value of interest in common/collective trusts at beginning of year2016-12-31$546,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$798,171
Net investment gain or loss from common/collective trusts2016-12-31$7,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$377,709
Employer contributions (assets) at end of year2016-12-31$377,709
Employer contributions (assets) at beginning of year2016-12-31$371,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$245,947
Contract administrator fees2016-12-31$4,785
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,300
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,300
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2016-12-31911900424
2015 : MCCURLEY EMPLOYEES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,331
Total income from all sources (including contributions)2015-12-31$688,693
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$352,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$335,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$804,538
Value of total assets at end of year2015-12-31$8,048,175
Value of total assets at beginning of year2015-12-31$7,712,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,879
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$129,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$129,421
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$432,824
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$31
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$25
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$335,725
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,045,844
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,710,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$40,850
Assets. partnership/joint venture interests at beginning of year2015-12-31$45,150
Investment advisory and management fees2015-12-31$15,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,072,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,831,935
Value of interest in common/collective trusts at end of year2015-12-31$546,770
Value of interest in common/collective trusts at beginning of year2015-12-31$485,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-249,165
Net investment gain or loss from common/collective trusts2015-12-31$3,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$371,714
Employer contributions (assets) at end of year2015-12-31$371,714
Employer contributions (assets) at beginning of year2015-12-31$340,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$335,089
Contract administrator fees2015-12-31$2,825
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,300
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,306
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2015-12-31911900424
2014 : MCCURLEY EMPLOYEES 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-2,150
Total unrealized appreciation/depreciation of assets2014-12-31$-2,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,030
Total income from all sources (including contributions)2014-12-31$1,093,347
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$372,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$357,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$679,792
Value of total assets at end of year2014-12-31$7,712,450
Value of total assets at beginning of year2014-12-31$6,991,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,182
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$119,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$119,326
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$338,357
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$25
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$720,614
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,710,119
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,989,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$45,150
Assets. partnership/joint venture interests at beginning of year2014-12-31$62,780
Investment advisory and management fees2014-12-31$15,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,831,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,212,787
Value of interest in common/collective trusts at end of year2014-12-31$485,885
Value of interest in common/collective trusts at beginning of year2014-12-31$395,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$29,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$29,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$293,836
Net investment gain or loss from common/collective trusts2014-12-31$2,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$340,011
Employer contributions (assets) at end of year2014-12-31$340,011
Employer contributions (assets) at beginning of year2014-12-31$290,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$357,551
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,306
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,005
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2014-12-31911900424
2013 : MCCURLEY EMPLOYEES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,332
Total income from all sources (including contributions)2013-12-31$1,770,643
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$234,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$221,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$567,527
Value of total assets at end of year2013-12-31$6,991,535
Value of total assets at beginning of year2013-12-31$5,456,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,222
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$276,669
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$17,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$-3,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$25
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,535,752
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,989,505
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,453,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$62,780
Assets. partnership/joint venture interests at beginning of year2013-12-31$64,500
Investment advisory and management fees2013-12-31$13,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,212,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,778,910
Value of interest in common/collective trusts at end of year2013-12-31$395,677
Value of interest in common/collective trusts at beginning of year2013-12-31$300,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$29,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$24,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$24,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,201,168
Net investment gain or loss from common/collective trusts2013-12-31$1,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$290,858
Employer contributions (assets) at end of year2013-12-31$290,858
Employer contributions (assets) at beginning of year2013-12-31$273,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$221,669
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$125
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,005
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,307
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2013-12-31911900424
2012 : MCCURLEY EMPLOYEES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,341
Total income from all sources (including contributions)2012-12-31$1,248,115
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$160,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$148,513
Value of total corrective distributions2012-12-31$859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$643,546
Value of total assets at end of year2012-12-31$5,456,085
Value of total assets at beginning of year2012-12-31$4,368,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,424
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$258,071
Participant contributions at end of year2012-12-31$17,028
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$111,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$-3,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$-275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$24
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,087,319
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,453,753
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,366,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$64,500
Assets. partnership/joint venture interests at beginning of year2012-12-31$81,700
Investment advisory and management fees2012-12-31$11,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,778,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,756,598
Value of interest in common/collective trusts at end of year2012-12-31$300,405
Value of interest in common/collective trusts at beginning of year2012-12-31$258,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$24,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$33,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$33,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$602,017
Net investment gain or loss from common/collective trusts2012-12-31$2,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$273,521
Employer contributions (assets) at end of year2012-12-31$273,521
Employer contributions (assets) at beginning of year2012-12-31$236,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$148,513
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$125
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,627
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,307
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,307
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2012-12-31911900424
2011 : MCCURLEY EMPLOYEES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,143
Total income from all sources (including contributions)2011-12-31$381,555
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$180,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$167,433
Value of total corrective distributions2011-12-31$1,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$481,578
Value of total assets at end of year2011-12-31$4,368,775
Value of total assets at beginning of year2011-12-31$4,167,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,824
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$236,875
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$-275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$-81
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$24
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$24
Liabilities. Value of operating payables at end of year2011-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$201,006
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,366,434
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,165,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$81,700
Assets. partnership/joint venture interests at beginning of year2011-12-31$86,000
Investment advisory and management fees2011-12-31$11,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,756,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,629,511
Value of interest in common/collective trusts at end of year2011-12-31$258,735
Value of interest in common/collective trusts at beginning of year2011-12-31$228,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$33,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$19,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$19,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-104,169
Net investment gain or loss from common/collective trusts2011-12-31$4,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$236,315
Employer contributions (assets) at end of year2011-12-31$236,315
Employer contributions (assets) at beginning of year2011-12-31$201,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$167,433
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,627
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,627
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,307
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,119
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2011-12-31911900424
2010 : MCCURLEY EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,838
Total income from all sources (including contributions)2010-12-31$931,452
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$438,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$427,292
Value of total corrective distributions2010-12-31$653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$396,134
Value of total assets at end of year2010-12-31$4,167,571
Value of total assets at beginning of year2010-12-31$3,674,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,835
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$180,019
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$-81
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$-206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$24
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$492,672
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,165,428
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,672,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$86,000
Assets. partnership/joint venture interests at beginning of year2010-12-31$86,000
Investment advisory and management fees2010-12-31$10,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,629,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,101,343
Value of interest in common/collective trusts at end of year2010-12-31$228,430
Value of interest in common/collective trusts at beginning of year2010-12-31$287,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$19,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$20,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$20,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$530,342
Net investment gain or loss from common/collective trusts2010-12-31$4,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$201,572
Employer contributions (assets) at end of year2010-12-31$201,572
Employer contributions (assets) at beginning of year2010-12-31$175,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$427,292
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,627
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,626
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,119
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,817
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DECORIA, MAICHEL & TEAGUE, P.S.
Accountancy firm EIN2010-12-31911900424

Form 5500 Responses for MCCURLEY EMPLOYEES 401(K) PLAN

2022: MCCURLEY EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCCURLEY EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCCURLEY EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCCURLEY EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCCURLEY EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCCURLEY EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCCURLEY EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCCURLEY EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCCURLEY EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCCURLEY EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCCURLEY EMPLOYEES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCCURLEY EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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