401k Plan data: MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST plan

MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MCHENRY & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name: MCHENRY & ASSOCIATES INC.

Employer identification number (EIN): 341154346

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KIM BOEHNLEIN 2024-07-08
001 2022-01-01 KIM BOEHNLEIN 2023-02-06
001 2021-01-01 KIM BOEHNLEIN 2022-08-19
001 2020-01-01 ADAM WARREN 2021-05-17
001 2019-01-01 ADAM WARREN 2020-03-26
001 2018-01-01 KIMBERLY BOEHNLEIN 2019-05-14
001 2017-01-01 KIMBERLY BOEHNLEIN 2018-04-23
001 2016-01-01 KIMBERLY BOEHNLEIN 2017-06-13
001 2015-01-01 KIMBERLY BOEHNLEIN 2016-05-31
001 2014-01-01 KIMBERLY BOEHNLEIN 2015-05-27
001 2013-01-01 KIMBERLY BOEHNLEIN 2014-07-28
001 2012-01-01 KIMBERLY BOEHNLEIN 2013-08-05
001 2011-01-01 KIMBERLY BOEHNLEIN 2012-07-12
001 2010-01-01 KIMBERLY BOEHNLEIN 2011-07-28
001 2008-01-01 KIMBERLY BOEHNLEIN
001 2007-01-01 KIMBERLY BOEHNLEIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	KIM BOEHNLEIN	2024-07-08
001	2022-01-01	KIM BOEHNLEIN	2023-02-06
001	2021-01-01	KIM BOEHNLEIN	2022-08-19
001	2020-01-01	ADAM WARREN	2021-05-17
001	2019-01-01	ADAM WARREN	2020-03-26
001	2018-01-01	KIMBERLY BOEHNLEIN	2019-05-14
001	2017-01-01	KIMBERLY BOEHNLEIN	2018-04-23
001	2016-01-01	KIMBERLY BOEHNLEIN	2017-06-13
001	2015-01-01	KIMBERLY BOEHNLEIN	2016-05-31
001	2014-01-01	KIMBERLY BOEHNLEIN	2015-05-27
001	2013-01-01	KIMBERLY BOEHNLEIN	2014-07-28
001	2012-01-01	KIMBERLY BOEHNLEIN	2013-08-05
001	2011-01-01	KIMBERLY BOEHNLEIN	2012-07-12
001	2010-01-01	KIMBERLY BOEHNLEIN	2011-07-28
001	2008-01-01	KIMBERLY BOEHNLEIN
001	2007-01-01	KIMBERLY BOEHNLEIN

Plan Statistics for MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2008: MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year 2008-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 30
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 2
Total of all active and inactive participants 2008-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 32
Number of participants with account balances 2008-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 27
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 2
Total of all active and inactive participants 2007-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 29
Number of participants with account balances 2007-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 1

Measure	Date	Value
2008: MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year	2008-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	30
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	2
Total of all active and inactive participants	2008-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	32
Number of participants with account balances	2008-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	27
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	2
Total of all active and inactive participants	2007-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	29
Number of participants with account balances	2007-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	1

Financial Data on MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2008 : MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
2007 : MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

2008: MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: MCHENRY & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MCHENRY & HORAN PC [EIN = 873611734]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MCHENRY & ASSOCIATES INC.
Employer identification number (EIN):	341154346
NAIC Classification:	541330
NAIC Description:	Engineering Services