401k Plan data: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN plan

MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

MCKEEFRY & SONS, INC. 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.
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

MCKEEFRY & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: MCKEEFRY & SONS, INC.

Employer identification number (EIN): 391553522

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 JASON MCKEEFRY 2024-04-22
001 2021-10-01 JASON MCKEEFRY 2023-01-27
001 2020-10-01 JASON MCKEEFRY 2022-01-24
001 2019-10-01 JASON MCKEEFRY 2021-03-16
001 2018-10-01 JASON MCKEEFRY 2019-12-03
001 2017-10-01 JASON MCKEEFRY 2018-12-03
001 2017-05-01 JASON MCKEEFRY 2018-01-16
001 2016-05-01 DAWN BOGUCKI 2017-07-13
001 2015-05-01 DAWN BOGUCKI 2016-10-24
001 2014-05-01 DAWN BOGUCKI 2015-09-18
001 2013-05-01 DAWN BOGUCKI 2014-10-21
001 2012-05-01 DAWN BOGUCKI 2013-08-12
001 2011-05-01 DAWN BOGUCKI
001 2010-05-01 DAWN BOGUCKI
001 2009-05-01 DAWN BOGUCKI DAWN BOGUCKI 2010-10-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	JASON MCKEEFRY	2024-04-22
001	2021-10-01	JASON MCKEEFRY	2023-01-27
001	2020-10-01	JASON MCKEEFRY	2022-01-24
001	2019-10-01	JASON MCKEEFRY	2021-03-16
001	2018-10-01	JASON MCKEEFRY	2019-12-03
001	2017-10-01	JASON MCKEEFRY	2018-12-03
001	2017-05-01	JASON MCKEEFRY	2018-01-16
001	2016-05-01	DAWN BOGUCKI	2017-07-13
001	2015-05-01	DAWN BOGUCKI	2016-10-24
001	2014-05-01	DAWN BOGUCKI	2015-09-18
001	2013-05-01	DAWN BOGUCKI	2014-10-21
001	2012-05-01	DAWN BOGUCKI	2013-08-12
001	2011-05-01	DAWN BOGUCKI
001	2010-05-01	DAWN BOGUCKI
001	2009-05-01	DAWN BOGUCKI		DAWN BOGUCKI	2010-10-29

Plan Statistics for MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 32
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 4
Total of all active and inactive participants 2011-05-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 0
Total participants 2011-05-01 36
Number of participants with account balances 2011-05-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 0
2010: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-05-01 36
Total number of active participants reported on line 7a of the Form 5500 2010-05-01 34
Number of retired or separated participants receiving benefits 2010-05-01 0
Number of other retired or separated participants entitled to future benefits 2010-05-01 3
Total of all active and inactive participants 2010-05-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-05-01 0
Total participants 2010-05-01 37
Number of participants with account balances 2010-05-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-05-01 0
2009: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 36
Number of retired or separated participants receiving benefits 2009-05-01 0
Number of other retired or separated participants entitled to future benefits 2009-05-01 2
Total of all active and inactive participants 2009-05-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 0
Total participants 2009-05-01 38
Number of participants with account balances 2009-05-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 0

Measure	Date	Value
2011: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	32
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	4
Total of all active and inactive participants	2011-05-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	0
Total participants	2011-05-01	36
Number of participants with account balances	2011-05-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	0
2010: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-05-01	36
Total number of active participants reported on line 7a of the Form 5500	2010-05-01	34
Number of retired or separated participants receiving benefits	2010-05-01	0
Number of other retired or separated participants entitled to future benefits	2010-05-01	3
Total of all active and inactive participants	2010-05-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-05-01	0
Total participants	2010-05-01	37
Number of participants with account balances	2010-05-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-05-01	0
2009: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	36
Number of retired or separated participants receiving benefits	2009-05-01	0
Number of other retired or separated participants entitled to future benefits	2009-05-01	2
Total of all active and inactive participants	2009-05-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	0
Total participants	2009-05-01	38
Number of participants with account balances	2009-05-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	0

Financial Data on MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-04-30	$746
Total plan liabilities at beginning of year	2012-04-30	$0
Total income from all sources	2012-04-30	$64,992
Expenses. Total of all expenses incurred	2012-04-30	$45,455
Benefits paid (including direct rollovers)	2012-04-30	$44,644
Total plan assets at end of year	2012-04-30	$1,352,628
Total plan assets at beginning of year	2012-04-30	$1,332,345
Value of fidelity bond covering the plan	2012-04-30	$1,800,000
Total contributions received or receivable from participants	2012-04-30	$76,464
Other income received	2012-04-30	$-30,827
Net income (gross income less expenses)	2012-04-30	$19,537
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$1,351,882
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$1,332,345
Assets. Value of participant loans	2012-04-30	$8,325
Total contributions received or receivable from employer(s)	2012-04-30	$19,355
Value of corrective distributions	2012-04-30	$177
Expenses. Administrative service providers (salaries,fees and commissions)	2012-04-30	$634
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0
2011 : MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-04-30	$280,717
Expenses. Total of all expenses incurred	2011-04-30	$37,131
Benefits paid (including direct rollovers)	2011-04-30	$36,805
Total plan assets at end of year	2011-04-30	$1,332,345
Total plan assets at beginning of year	2011-04-30	$1,088,759
Value of fidelity bond covering the plan	2011-04-30	$1,800,000
Total contributions received or receivable from participants	2011-04-30	$66,901
Other income received	2011-04-30	$201,035
Net income (gross income less expenses)	2011-04-30	$243,586
Net plan assets at end of year (total assets less liabilities)	2011-04-30	$1,332,345
Net plan assets at beginning of year (total assets less liabilities)	2011-04-30	$1,088,759
Assets. Value of participant loans	2011-04-30	$11,785
Total contributions received or receivable from employer(s)	2011-04-30	$12,781
Value of corrective distributions	2011-04-30	$26
Expenses. Administrative service providers (salaries,fees and commissions)	2011-04-30	$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-04-30	$0

Form 5500 Responses for MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN

2011: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2010: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-05-01	Type of plan entity	Single employer plan
2010-05-01	Submission has been amended	No
2010-05-01	This submission is the final filing	No
2010-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-05-01	Plan is a collectively bargained plan	No
2010-05-01	Plan funding arrangement – Trust	Yes
2010-05-01	Plan benefit arrangement - Trust	Yes
2009: MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCKEEFRY & SONS, INC.
Employer identification number (EIN):	391553522
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local