401k Plan data: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN plan

JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JANSSON MUNGER MCKINLEY & SHAPE LTD. has sponsored the creation of one or more 401k plans.

Company Name: JANSSON MUNGER MCKINLEY & SHAPE LTD.

Employer identification number (EIN): 391528470

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PETER JANSSON 2024-04-18
001 2022-01-01 PETER JANSSON 2023-08-09
001 2021-01-01 PETER JANSSON 2022-05-31
001 2020-01-01 PETER JANSSON 2021-05-25
001 2019-01-01
001 2018-01-01 PETER JANSSON
001 2017-01-01 PETER JANSSON
001 2016-01-01 PETER JANSSON
001 2015-01-01 PETER JANSSON
001 2014-01-01 PETER JANSSON
001 2013-01-01 PETER JANSSON
001 2012-01-01 PETER JANSSON
001 2011-01-01 PETER JANSSON
001 2010-01-01 PETER JANSSON
001 2009-01-01 PETER JANSSON PETER JANSSON 2010-03-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PETER JANSSON	2024-04-18
001	2022-01-01	PETER JANSSON	2023-08-09
001	2021-01-01	PETER JANSSON	2022-05-31
001	2020-01-01	PETER JANSSON	2021-05-25
001	2019-01-01
001	2018-01-01	PETER JANSSON
001	2017-01-01	PETER JANSSON
001	2016-01-01	PETER JANSSON
001	2015-01-01	PETER JANSSON
001	2014-01-01	PETER JANSSON
001	2013-01-01	PETER JANSSON
001	2012-01-01	PETER JANSSON
001	2011-01-01	PETER JANSSON
001	2010-01-01	PETER JANSSON
001	2009-01-01	PETER JANSSON		PETER JANSSON	2010-03-24

Plan Statistics for JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-03-27 10
Total number of particpants at end of year 2025-03-27 10
Number of Participants With Account Balances 2025-03-27 9
2024: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-04-18 10
Total number of particpants at end of year 2024-04-18 10
Number of Participants With Account Balances 2024-04-18 10
2022: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-31 10
Total number of particpants at end of year 2022-05-31 10
Number of Participants With Account Balances 2022-05-31 10
2019: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-03-27	10
Total number of particpants at end of year	2025-03-27	10
Number of Participants With Account Balances	2025-03-27	9
2024: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-18	10
Total number of particpants at end of year	2024-04-18	10
Number of Participants With Account Balances	2024-04-18	10
2022: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-31	10
Total number of particpants at end of year	2022-05-31	10
Number of Participants With Account Balances	2022-05-31	10
2019: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-03-27	3926737
Net assets as of the end of the plan year	2025-03-27	10463534
Total assets as of the beginning of the plan year	2025-03-27	12546969
Value of plan covered by a fidelity bond	2025-03-27	5000000
Participant contributions to plan in this plan year	2025-03-27	55654
Value of participant loans at end of plan year	2025-03-27	69983
Other income to plan in this plan year	2025-03-27	1647063
Plan net income in this plan year	2025-03-27	-2083435
Net assets as of the end of the plan year	2025-03-27	10463534
Net assets as of the beginning of the plan year	2025-03-27	12546969
Employer contributions to plan in this plan year	2025-03-27	140585
Expensese paid to adminstrative service provicers from plan in this plan year	2025-03-27	565
2024 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-18	220227
Net assets as of the end of the plan year	2024-04-18	12546969
Total assets as of the beginning of the plan year	2024-04-18	10549727
Value of plan covered by a fidelity bond	2024-04-18	5000000
Participant contributions to plan in this plan year	2024-04-18	76858
Value of participant loans at end of plan year	2024-04-18	97816
Other income to plan in this plan year	2024-04-18	2062424
Plan net income in this plan year	2024-04-18	1997242
Net assets as of the end of the plan year	2024-04-18	12546969
Net assets as of the beginning of the plan year	2024-04-18	10549727
Employer contributions to plan in this plan year	2024-04-18	78187
Fees paid to broker by Benefit Provider	2024-04-18	34
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-18	705
2022 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-31	261823
Net assets as of the end of the plan year	2022-05-31	13111973
Total assets as of the beginning of the plan year	2022-05-31	11489409
Value of plan covered by a fidelity bond	2022-05-31	5000000
Participant contributions to plan in this plan year	2022-05-31	66176
Value of participant loans at end of plan year	2022-05-31	32304
Other income to plan in this plan year	2022-05-31	1591578
Plan net income in this plan year	2022-05-31	1622564
Net assets as of the end of the plan year	2022-05-31	13111973
Net assets as of the beginning of the plan year	2022-05-31	11489409
Employer contributions to plan in this plan year	2022-05-31	226633
Fees paid to broker by Benefit Provider	2022-05-31	174
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-31	300
2019 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,189,959
Expenses. Total of all expenses incurred	2019-12-31	$1,017,197
Benefits paid (including direct rollovers)	2019-12-31	$1,016,472
Total plan assets at end of year	2019-12-31	$9,424,893
Total plan assets at beginning of year	2019-12-31	$8,252,131
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$69,288
Other income received	2019-12-31	$1,920,411
Net income (gross income less expenses)	2019-12-31	$1,172,762
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,424,893
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,252,131
Assets. Value of participant loans	2019-12-31	$61,955
Total contributions received or receivable from employer(s)	2019-12-31	$200,260
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-91,695
Expenses. Total of all expenses incurred	2018-12-31	$202,805
Benefits paid (including direct rollovers)	2018-12-31	$202,325
Total plan assets at end of year	2018-12-31	$8,252,131
Total plan assets at beginning of year	2018-12-31	$8,546,631
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Total contributions received or receivable from participants	2018-12-31	$79,059
Other income received	2018-12-31	$-376,320
Net income (gross income less expenses)	2018-12-31	$-294,500
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,252,131
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,546,631
Assets. Value of participant loans	2018-12-31	$58,648
Total contributions received or receivable from employer(s)	2018-12-31	$205,566
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,758,536
Expenses. Total of all expenses incurred	2017-12-31	$135,316
Benefits paid (including direct rollovers)	2017-12-31	$135,241
Total plan assets at end of year	2017-12-31	$8,546,631
Total plan assets at beginning of year	2017-12-31	$6,923,411
Value of fidelity bond covering the plan	2017-12-31	$5,000,000
Total contributions received or receivable from participants	2017-12-31	$84,597
Other income received	2017-12-31	$1,455,523
Net income (gross income less expenses)	2017-12-31	$1,623,220
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,546,631
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,923,411
Assets. Value of participant loans	2017-12-31	$1,602
Total contributions received or receivable from employer(s)	2017-12-31	$218,416
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$709,109
Expenses. Total of all expenses incurred	2016-12-31	$475,485
Benefits paid (including direct rollovers)	2016-12-31	$475,410
Total plan assets at end of year	2016-12-31	$6,923,411
Total plan assets at beginning of year	2016-12-31	$6,689,787
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$82,070
Other income received	2016-12-31	$418,792
Net income (gross income less expenses)	2016-12-31	$233,624
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,923,411
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,689,787
Assets. Value of participant loans	2016-12-31	$6,791
Total contributions received or receivable from employer(s)	2016-12-31	$208,247
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$478,995
Expenses. Total of all expenses incurred	2015-12-31	$228,778
Benefits paid (including direct rollovers)	2015-12-31	$228,728
Total plan assets at end of year	2015-12-31	$6,689,787
Total plan assets at beginning of year	2015-12-31	$6,439,570
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$80,094
Other income received	2015-12-31	$182,805
Net income (gross income less expenses)	2015-12-31	$250,217
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,689,787
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,439,570
Assets. Value of participant loans	2015-12-31	$12,116
Total contributions received or receivable from employer(s)	2015-12-31	$216,096
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$719,910
Expenses. Total of all expenses incurred	2014-12-31	$446,927
Benefits paid (including direct rollovers)	2014-12-31	$446,802
Total plan assets at end of year	2014-12-31	$6,439,570
Total plan assets at beginning of year	2014-12-31	$6,166,587
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$74,433
Other income received	2014-12-31	$404,910
Net income (gross income less expenses)	2014-12-31	$272,983
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,439,570
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,166,587
Assets. Value of participant loans	2014-12-31	$17,048
Total contributions received or receivable from employer(s)	2014-12-31	$240,567
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,544,817
Expenses. Total of all expenses incurred	2013-12-31	$554,926
Benefits paid (including direct rollovers)	2013-12-31	$554,791
Total plan assets at end of year	2013-12-31	$6,166,587
Total plan assets at beginning of year	2013-12-31	$5,176,696
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$69,681
Other income received	2013-12-31	$1,226,227
Net income (gross income less expenses)	2013-12-31	$989,891
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,166,587
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,176,696
Assets. Value of participant loans	2013-12-31	$21,775
Total contributions received or receivable from employer(s)	2013-12-31	$248,909
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,036,952
Expenses. Total of all expenses incurred	2012-12-31	$623,321
Benefits paid (including direct rollovers)	2012-12-31	$623,271
Total plan assets at end of year	2012-12-31	$5,176,696
Total plan assets at beginning of year	2012-12-31	$4,763,065
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$69,449
Other income received	2012-12-31	$737,469
Net income (gross income less expenses)	2012-12-31	$413,631
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,176,696
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,763,065
Assets. Value of participant loans	2012-12-31	$81
Total contributions received or receivable from employer(s)	2012-12-31	$230,034
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$191,423
Expenses. Total of all expenses incurred	2011-12-31	$169,263
Benefits paid (including direct rollovers)	2011-12-31	$169,263
Total plan assets at end of year	2011-12-31	$4,763,065
Total plan assets at beginning of year	2011-12-31	$4,740,905
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$66,217
Other income received	2011-12-31	$-116,193
Net income (gross income less expenses)	2011-12-31	$22,160
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,763,065
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,740,905
Assets. Value of participant loans	2011-12-31	$927
Total contributions received or receivable from employer(s)	2011-12-31	$241,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$813,419
Expenses. Total of all expenses incurred	2010-12-31	$346,997
Benefits paid (including direct rollovers)	2010-12-31	$346,512
Total plan assets at end of year	2010-12-31	$4,740,905
Total plan assets at beginning of year	2010-12-31	$4,274,483
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$86,337
Other income received	2010-12-31	$489,669
Net income (gross income less expenses)	2010-12-31	$466,422
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,740,905
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,274,483
Assets. Value of participant loans	2010-12-31	$28,914
Total contributions received or receivable from employer(s)	2010-12-31	$237,413
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$485
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN

2019: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JANSSON MUNGER MCKINLEY & KIRBY LTD. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	23534
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	23534
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	23534
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	23534
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	23534
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	23534
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	23534
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	23534
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	23534
Policy instance	1

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Company Name:	JANSSON MUNGER MCKINLEY & SHAPE LTD.
Employer identification number (EIN):	391528470
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers