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MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING 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)).
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

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

Company Name:MCCONNELL & ASSOCIATES, INC.
Employer identification number (EIN):431139077
NAIC Classification:324120

Additional information about MCCONNELL & ASSOCIATES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1988-03-28
Company Identification Number: C1554585
Legal Registered Office Address: 1611 River Rd

Needles
United States of America (USA)
92363

More information about MCCONNELL & ASSOCIATES, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01KEVIN PADDOCK
0012016-04-01KEVIN PADDOCK
0012015-04-01KEVIN PADDOCK
0012014-04-01KEVIN PADDOCK
0012013-04-01KEVIN PADDOCK
0012012-04-01DOUG MORGAN DOUG MORGAN2013-09-17
0012011-04-01DOUG MORGAN
0012011-01-01CHRIS HANSON
0012009-04-01DOUG MORGAN

Plan Statistics for MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

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

Measure Date Value
2022: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01145
Total number of active participants reported on line 7a of the Form 55002022-04-01103
Number of retired or separated participants receiving benefits2022-04-012
Number of other retired or separated participants entitled to future benefits2022-04-0132
Total of all active and inactive participants2022-04-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-01138
Number of participants with account balances2022-04-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01139
Total number of active participants reported on line 7a of the Form 55002021-04-01109
Number of retired or separated participants receiving benefits2021-04-012
Number of other retired or separated participants entitled to future benefits2021-04-0133
Total of all active and inactive participants2021-04-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-011
Total participants2021-04-01145
Number of participants with account balances2021-04-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01128
Total number of active participants reported on line 7a of the Form 55002020-04-01104
Number of retired or separated participants receiving benefits2020-04-011
Number of other retired or separated participants entitled to future benefits2020-04-0133
Total of all active and inactive participants2020-04-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-011
Total participants2020-04-01139
Number of participants with account balances2020-04-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01129
Total number of active participants reported on line 7a of the Form 55002019-04-01102
Number of retired or separated participants receiving benefits2019-04-013
Number of other retired or separated participants entitled to future benefits2019-04-0122
Total of all active and inactive participants2019-04-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-011
Total participants2019-04-01128
Number of participants with account balances2019-04-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-013
2018: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01118
Total number of active participants reported on line 7a of the Form 55002018-04-01105
Number of retired or separated participants receiving benefits2018-04-013
Number of other retired or separated participants entitled to future benefits2018-04-0120
Total of all active and inactive participants2018-04-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-011
Total participants2018-04-01129
Number of participants with account balances2018-04-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-016
2017: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01114
Total number of active participants reported on line 7a of the Form 55002017-04-0196
Number of retired or separated participants receiving benefits2017-04-013
Number of other retired or separated participants entitled to future benefits2017-04-0118
Total of all active and inactive participants2017-04-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-011
Total participants2017-04-01118
Number of participants with account balances2017-04-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-018
2016: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01127
Total number of active participants reported on line 7a of the Form 55002016-04-0192
Number of retired or separated participants receiving benefits2016-04-013
Number of other retired or separated participants entitled to future benefits2016-04-0118
Total of all active and inactive participants2016-04-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011
Total participants2016-04-01114
Number of participants with account balances2016-04-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-019
2015: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0190
Total number of active participants reported on line 7a of the Form 55002015-04-01102
Number of retired or separated participants receiving benefits2015-04-013
Number of other retired or separated participants entitled to future benefits2015-04-0121
Total of all active and inactive participants2015-04-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011
Total participants2015-04-01127
Number of participants with account balances2015-04-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0113
2014: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0188
Total number of active participants reported on line 7a of the Form 55002014-04-0169
Number of retired or separated participants receiving benefits2014-04-013
Number of other retired or separated participants entitled to future benefits2014-04-0117
Total of all active and inactive participants2014-04-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-011
Total participants2014-04-0190
Number of participants with account balances2014-04-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0113
2013: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0193
Total number of active participants reported on line 7a of the Form 55002013-04-0168
Number of retired or separated participants receiving benefits2013-04-014
Number of other retired or separated participants entitled to future benefits2013-04-0115
Total of all active and inactive participants2013-04-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-011
Total participants2013-04-0188
Number of participants with account balances2013-04-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0113
2012: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0199
Total number of active participants reported on line 7a of the Form 55002012-04-0171
Number of retired or separated participants receiving benefits2012-04-014
Number of other retired or separated participants entitled to future benefits2012-04-0117
Total of all active and inactive participants2012-04-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-011
Total participants2012-04-0193
Number of participants with account balances2012-04-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-018
2011: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01105
Total number of active participants reported on line 7a of the Form 55002011-04-0180
Number of retired or separated participants receiving benefits2011-04-014
Number of other retired or separated participants entitled to future benefits2011-04-0114
Total of all active and inactive participants2011-04-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-0199
Number of participants with account balances2011-04-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-018
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-0171
Total of all active and inactive participants2011-01-0171
Total participants2011-01-0171
2009: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0197
Total number of active participants reported on line 7a of the Form 55002009-04-0185
Number of retired or separated participants receiving benefits2009-04-011
Number of other retired or separated participants entitled to future benefits2009-04-0112
Total of all active and inactive participants2009-04-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0198
Number of participants with account balances2009-04-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-013

Financial Data on MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$0
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total transfer of assets to this plan2023-03-31$0
Total transfer of assets from this plan2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Expenses. Interest paid2023-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-03-31$0
Total income from all sources (including contributions)2023-03-31$171,619
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$1,307,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$1,232,189
Expenses. Certain deemed distributions of participant loans2023-03-31$2,850
Value of total corrective distributions2023-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,063,581
Value of total assets at end of year2023-03-31$14,860,713
Value of total assets at beginning of year2023-03-31$15,996,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$72,552
Total income from rents2023-03-31$0
Total interest from all sources2023-03-31$13,385
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$156,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$156,830
Assets. Real estate other than employer real property at end of year2023-03-31$0
Assets. Real estate other than employer real property at beginning of year2023-03-31$0
Administrative expenses professional fees incurred2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-03-31$0
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$740,760
Participant contributions at end of year2023-03-31$327,218
Participant contributions at beginning of year2023-03-31$318,531
Participant contributions at end of year2023-03-31$0
Participant contributions at beginning of year2023-03-31$0
Assets. Other investments not covered elsewhere at end of year2023-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$0
Assets. Loans (other than to participants) at end of year2023-03-31$0
Assets. Loans (other than to participants) at beginning of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$0
Other income not declared elsewhere2023-03-31$0
Administrative expenses (other) incurred2023-03-31$72,552
Liabilities. Value of operating payables at end of year2023-03-31$0
Liabilities. Value of operating payables at beginning of year2023-03-31$0
Total non interest bearing cash at end of year2023-03-31$0
Total non interest bearing cash at beginning of year2023-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Income. Non cash contributions2023-03-31$0
Value of net income/loss2023-03-31$-1,135,972
Value of net assets at end of year (total assets less liabilities)2023-03-31$14,860,713
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$15,996,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$0
Assets. partnership/joint venture interests at beginning of year2023-03-31$0
Investment advisory and management fees2023-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$4,643,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$5,584,899
Value of interest in pooled separate accounts at end of year2023-03-31$0
Value of interest in pooled separate accounts at beginning of year2023-03-31$0
Interest on participant loans2023-03-31$13,384
Income. Interest from loans (other than to participants)2023-03-31$0
Interest earned on other investments2023-03-31$0
Income. Interest from US Government securities2023-03-31$0
Income. Interest from corporate debt instruments2023-03-31$0
Value of interest in master investment trust accounts at end of year2023-03-31$0
Value of interest in master investment trust accounts at beginning of year2023-03-31$0
Value of interest in common/collective trusts at end of year2023-03-31$9,890,084
Value of interest in common/collective trusts at beginning of year2023-03-31$10,093,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$58
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$57
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$57
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$1
Assets. Value of investments in 103.12 investment entities at end of year2023-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$0
Asset value of US Government securities at end of year2023-03-31$0
Asset value of US Government securities at beginning of year2023-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-539,416
Net investment gain/loss from pooled separate accounts2023-03-31$0
Net investment gain or loss from common/collective trusts2023-03-31$-522,761
Net gain/loss from 103.12 investment entities2023-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Assets. Invements in employer securities at end of year2023-03-31$0
Assets. Invements in employer securities at beginning of year2023-03-31$0
Assets. Value of employer real property at end of year2023-03-31$0
Assets. Value of employer real property at beginning of year2023-03-31$0
Contributions received in cash from employer2023-03-31$322,821
Employer contributions (assets) at end of year2023-03-31$0
Employer contributions (assets) at beginning of year2023-03-31$0
Income. Dividends from preferred stock2023-03-31$0
Income. Dividends from common stock2023-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$1,232,189
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$0
Contract administrator fees2023-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$0
Liabilities. Value of benefit claims payable at end of year2023-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$0
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$0
Aggregate carrying amount (costs) on sale of assets2023-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-03-31$0
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31PICKETT, CHANEY 8C MCMULLEN LLP
Accountancy firm EIN2023-03-31481246310
2022 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$0
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total transfer of assets to this plan2022-03-31$0
Total transfer of assets from this plan2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Expenses. Interest paid2022-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-03-31$0
Total income from all sources (including contributions)2022-03-31$1,558,695
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$336,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$263,670
Expenses. Certain deemed distributions of participant loans2022-03-31$0
Value of total corrective distributions2022-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$1,043,098
Value of total assets at end of year2022-03-31$15,996,685
Value of total assets at beginning of year2022-03-31$14,774,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$73,029
Total income from rents2022-03-31$0
Total interest from all sources2022-03-31$12,341
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$251,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$251,702
Assets. Real estate other than employer real property at end of year2022-03-31$0
Assets. Real estate other than employer real property at beginning of year2022-03-31$0
Administrative expenses professional fees incurred2022-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-03-31$0
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$742,808
Participant contributions at end of year2022-03-31$318,531
Participant contributions at beginning of year2022-03-31$235,253
Participant contributions at end of year2022-03-31$0
Participant contributions at beginning of year2022-03-31$0
Assets. Other investments not covered elsewhere at end of year2022-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$0
Assets. Loans (other than to participants) at end of year2022-03-31$0
Assets. Loans (other than to participants) at beginning of year2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$0
Other income not declared elsewhere2022-03-31$0
Administrative expenses (other) incurred2022-03-31$73,029
Liabilities. Value of operating payables at end of year2022-03-31$0
Liabilities. Value of operating payables at beginning of year2022-03-31$0
Total non interest bearing cash at end of year2022-03-31$0
Total non interest bearing cash at beginning of year2022-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Income. Non cash contributions2022-03-31$0
Value of net income/loss2022-03-31$1,221,996
Value of net assets at end of year (total assets less liabilities)2022-03-31$15,996,685
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$14,774,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Assets. partnership/joint venture interests at end of year2022-03-31$0
Assets. partnership/joint venture interests at beginning of year2022-03-31$0
Investment advisory and management fees2022-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$5,584,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$5,235,417
Value of interest in pooled separate accounts at end of year2022-03-31$0
Value of interest in pooled separate accounts at beginning of year2022-03-31$0
Interest on participant loans2022-03-31$12,341
Income. Interest from loans (other than to participants)2022-03-31$0
Interest earned on other investments2022-03-31$0
Income. Interest from US Government securities2022-03-31$0
Income. Interest from corporate debt instruments2022-03-31$0
Value of interest in master investment trust accounts at end of year2022-03-31$0
Value of interest in master investment trust accounts at beginning of year2022-03-31$0
Value of interest in common/collective trusts at end of year2022-03-31$10,093,198
Value of interest in common/collective trusts at beginning of year2022-03-31$9,303,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$57
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$57
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$57
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$0
Asset value of US Government securities at end of year2022-03-31$0
Asset value of US Government securities at beginning of year2022-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$161,853
Net investment gain/loss from pooled separate accounts2022-03-31$0
Net investment gain or loss from common/collective trusts2022-03-31$89,701
Net gain/loss from 103.12 investment entities2022-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at end of year2022-03-31$0
Assets. Invements in employer securities at beginning of year2022-03-31$0
Assets. Value of employer real property at end of year2022-03-31$0
Assets. Value of employer real property at beginning of year2022-03-31$0
Contributions received in cash from employer2022-03-31$300,290
Employer contributions (assets) at end of year2022-03-31$0
Employer contributions (assets) at beginning of year2022-03-31$0
Income. Dividends from preferred stock2022-03-31$0
Income. Dividends from common stock2022-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$263,670
Asset. Corporate debt instrument preferred debt at end of year2022-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$0
Contract administrator fees2022-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$0
Liabilities. Value of benefit claims payable at end of year2022-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$0
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$0
Aggregate carrying amount (costs) on sale of assets2022-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-03-31$0
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31PICKETT, CHANEY 8C MCMULLEN LLP
Accountancy firm EIN2022-03-31481246310
2021 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$0
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total transfer of assets to this plan2021-03-31$0
Total transfer of assets from this plan2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Expenses. Interest paid2021-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-03-31$0
Total income from all sources (including contributions)2021-03-31$4,704,130
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$210,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$177,321
Expenses. Certain deemed distributions of participant loans2021-03-31$-4,232
Value of total corrective distributions2021-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$1,046,975
Value of total assets at end of year2021-03-31$14,774,689
Value of total assets at beginning of year2021-03-31$10,281,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$37,781
Total income from rents2021-03-31$0
Total interest from all sources2021-03-31$14,620
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$562,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$562,996
Assets. Real estate other than employer real property at end of year2021-03-31$0
Assets. Real estate other than employer real property at beginning of year2021-03-31$0
Administrative expenses professional fees incurred2021-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-03-31$0
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$635,880
Participant contributions at end of year2021-03-31$235,253
Participant contributions at beginning of year2021-03-31$257,475
Participant contributions at end of year2021-03-31$0
Participant contributions at beginning of year2021-03-31$0
Assets. Other investments not covered elsewhere at end of year2021-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$153,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$0
Assets. Loans (other than to participants) at end of year2021-03-31$0
Assets. Loans (other than to participants) at beginning of year2021-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$0
Other income not declared elsewhere2021-03-31$0
Administrative expenses (other) incurred2021-03-31$37,781
Liabilities. Value of operating payables at end of year2021-03-31$0
Liabilities. Value of operating payables at beginning of year2021-03-31$0
Total non interest bearing cash at end of year2021-03-31$0
Total non interest bearing cash at beginning of year2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Income. Non cash contributions2021-03-31$0
Value of net income/loss2021-03-31$4,493,260
Value of net assets at end of year (total assets less liabilities)2021-03-31$14,774,689
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$10,281,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Assets. partnership/joint venture interests at end of year2021-03-31$0
Assets. partnership/joint venture interests at beginning of year2021-03-31$0
Investment advisory and management fees2021-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$5,235,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$7,895,904
Value of interest in pooled separate accounts at end of year2021-03-31$0
Value of interest in pooled separate accounts at beginning of year2021-03-31$0
Interest on participant loans2021-03-31$14,620
Income. Interest from loans (other than to participants)2021-03-31$0
Interest earned on other investments2021-03-31$0
Income. Interest from US Government securities2021-03-31$0
Income. Interest from corporate debt instruments2021-03-31$0
Value of interest in master investment trust accounts at end of year2021-03-31$0
Value of interest in master investment trust accounts at beginning of year2021-03-31$0
Value of interest in common/collective trusts at end of year2021-03-31$9,303,962
Value of interest in common/collective trusts at beginning of year2021-03-31$2,128,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$57
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$34
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$34
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$0
Asset value of US Government securities at end of year2021-03-31$0
Asset value of US Government securities at beginning of year2021-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$2,876,915
Net investment gain/loss from pooled separate accounts2021-03-31$0
Net investment gain or loss from common/collective trusts2021-03-31$202,624
Net gain/loss from 103.12 investment entities2021-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Assets. Invements in employer securities at end of year2021-03-31$0
Assets. Invements in employer securities at beginning of year2021-03-31$0
Assets. Value of employer real property at end of year2021-03-31$0
Assets. Value of employer real property at beginning of year2021-03-31$0
Contributions received in cash from employer2021-03-31$257,110
Employer contributions (assets) at end of year2021-03-31$0
Employer contributions (assets) at beginning of year2021-03-31$0
Income. Dividends from preferred stock2021-03-31$0
Income. Dividends from common stock2021-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$177,321
Asset. Corporate debt instrument preferred debt at end of year2021-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$0
Contract administrator fees2021-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$0
Liabilities. Value of benefit claims payable at end of year2021-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-03-31$0
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$0
Aggregate carrying amount (costs) on sale of assets2021-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-03-31$0
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31PICKETT, CHANEY 8C MCMULLEN LLP
Accountancy firm EIN2021-03-31481246310
2020 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$0
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total transfer of assets to this plan2020-03-31$0
Total transfer of assets from this plan2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Expenses. Interest paid2020-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-03-31$0
Total income from all sources (including contributions)2020-03-31$309,186
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$193,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$159,559
Expenses. Certain deemed distributions of participant loans2020-03-31$4,311
Value of total corrective distributions2020-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$887,910
Value of total assets at end of year2020-03-31$10,281,429
Value of total assets at beginning of year2020-03-31$10,165,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$29,324
Total income from rents2020-03-31$0
Total interest from all sources2020-03-31$16,502
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$502,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$502,666
Assets. Real estate other than employer real property at end of year2020-03-31$0
Assets. Real estate other than employer real property at beginning of year2020-03-31$0
Administrative expenses professional fees incurred2020-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-03-31$0
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$630,056
Participant contributions at end of year2020-03-31$257,475
Participant contributions at beginning of year2020-03-31$235,644
Participant contributions at end of year2020-03-31$0
Participant contributions at beginning of year2020-03-31$0
Assets. Other investments not covered elsewhere at end of year2020-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$0
Assets. Loans (other than to participants) at end of year2020-03-31$0
Assets. Loans (other than to participants) at beginning of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$0
Other income not declared elsewhere2020-03-31$0
Administrative expenses (other) incurred2020-03-31$29,324
Liabilities. Value of operating payables at end of year2020-03-31$0
Liabilities. Value of operating payables at beginning of year2020-03-31$0
Total non interest bearing cash at end of year2020-03-31$0
Total non interest bearing cash at beginning of year2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Income. Non cash contributions2020-03-31$0
Value of net income/loss2020-03-31$115,992
Value of net assets at end of year (total assets less liabilities)2020-03-31$10,281,429
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$10,165,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Assets. partnership/joint venture interests at end of year2020-03-31$0
Assets. partnership/joint venture interests at beginning of year2020-03-31$0
Investment advisory and management fees2020-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$7,895,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$7,903,883
Value of interest in pooled separate accounts at end of year2020-03-31$0
Value of interest in pooled separate accounts at beginning of year2020-03-31$0
Interest on participant loans2020-03-31$16,502
Income. Interest from loans (other than to participants)2020-03-31$0
Interest earned on other investments2020-03-31$0
Income. Interest from US Government securities2020-03-31$0
Income. Interest from corporate debt instruments2020-03-31$0
Value of interest in master investment trust accounts at end of year2020-03-31$0
Value of interest in master investment trust accounts at beginning of year2020-03-31$0
Value of interest in common/collective trusts at end of year2020-03-31$2,128,016
Value of interest in common/collective trusts at beginning of year2020-03-31$2,025,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$34
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$0
Asset value of US Government securities at end of year2020-03-31$0
Asset value of US Government securities at beginning of year2020-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-1,187,725
Net investment gain/loss from pooled separate accounts2020-03-31$0
Net investment gain or loss from common/collective trusts2020-03-31$89,833
Net gain/loss from 103.12 investment entities2020-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Assets. Invements in employer securities at end of year2020-03-31$0
Assets. Invements in employer securities at beginning of year2020-03-31$0
Assets. Value of employer real property at end of year2020-03-31$0
Assets. Value of employer real property at beginning of year2020-03-31$0
Contributions received in cash from employer2020-03-31$257,854
Employer contributions (assets) at end of year2020-03-31$0
Employer contributions (assets) at beginning of year2020-03-31$0
Income. Dividends from preferred stock2020-03-31$0
Income. Dividends from common stock2020-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$159,559
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$0
Contract administrator fees2020-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$0
Liabilities. Value of benefit claims payable at end of year2020-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$0
Aggregate carrying amount (costs) on sale of assets2020-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31PICKETT, CHANEY 8C MCMULLEN LLP
Accountancy firm EIN2020-03-31481246310
2019 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$0
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total transfer of assets to this plan2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Expenses. Interest paid2019-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-03-31$0
Total income from all sources (including contributions)2019-03-31$1,192,234
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$672,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$645,241
Expenses. Certain deemed distributions of participant loans2019-03-31$0
Value of total corrective distributions2019-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$833,986
Value of total assets at end of year2019-03-31$10,165,437
Value of total assets at beginning of year2019-03-31$9,645,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$27,478
Total income from rents2019-03-31$0
Total interest from all sources2019-03-31$18,580
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$434,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$434,224
Assets. Real estate other than employer real property at end of year2019-03-31$0
Assets. Real estate other than employer real property at beginning of year2019-03-31$0
Administrative expenses professional fees incurred2019-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-03-31$0
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$576,871
Participant contributions at end of year2019-03-31$235,644
Participant contributions at beginning of year2019-03-31$258,201
Participant contributions at end of year2019-03-31$0
Participant contributions at beginning of year2019-03-31$0
Assets. Other investments not covered elsewhere at end of year2019-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$22,966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$0
Assets. Loans (other than to participants) at end of year2019-03-31$0
Assets. Loans (other than to participants) at beginning of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$0
Other income not declared elsewhere2019-03-31$0
Administrative expenses (other) incurred2019-03-31$27,478
Liabilities. Value of operating payables at end of year2019-03-31$0
Liabilities. Value of operating payables at beginning of year2019-03-31$0
Total non interest bearing cash at end of year2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Income. Non cash contributions2019-03-31$0
Value of net income/loss2019-03-31$519,515
Value of net assets at end of year (total assets less liabilities)2019-03-31$10,165,437
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$9,645,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$0
Assets. partnership/joint venture interests at beginning of year2019-03-31$0
Investment advisory and management fees2019-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$7,903,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$7,410,450
Value of interest in pooled separate accounts at end of year2019-03-31$0
Value of interest in pooled separate accounts at beginning of year2019-03-31$0
Interest on participant loans2019-03-31$18,580
Income. Interest from loans (other than to participants)2019-03-31$0
Interest earned on other investments2019-03-31$0
Income. Interest from US Government securities2019-03-31$0
Income. Interest from corporate debt instruments2019-03-31$0
Value of interest in master investment trust accounts at end of year2019-03-31$0
Value of interest in master investment trust accounts at beginning of year2019-03-31$0
Value of interest in common/collective trusts at end of year2019-03-31$2,025,910
Value of interest in common/collective trusts at beginning of year2019-03-31$1,977,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$0
Asset value of US Government securities at end of year2019-03-31$0
Asset value of US Government securities at beginning of year2019-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-155,379
Net investment gain/loss from pooled separate accounts2019-03-31$0
Net investment gain or loss from common/collective trusts2019-03-31$60,823
Net gain/loss from 103.12 investment entities2019-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Assets. Invements in employer securities at end of year2019-03-31$0
Assets. Invements in employer securities at beginning of year2019-03-31$0
Assets. Value of employer real property at end of year2019-03-31$0
Assets. Value of employer real property at beginning of year2019-03-31$0
Contributions received in cash from employer2019-03-31$234,149
Employer contributions (assets) at end of year2019-03-31$0
Employer contributions (assets) at beginning of year2019-03-31$0
Income. Dividends from preferred stock2019-03-31$0
Income. Dividends from common stock2019-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$645,241
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$0
Contract administrator fees2019-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$0
Liabilities. Value of benefit claims payable at end of year2019-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$0
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$0
Aggregate carrying amount (costs) on sale of assets2019-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31PICKETT, CHANEY 8C MCMULLEN LLP
Accountancy firm EIN2019-03-31481246310
2018 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$0
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total transfer of assets to this plan2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Expenses. Interest paid2018-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-03-31$0
Total income from all sources (including contributions)2018-03-31$1,522,254
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$1,108,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$1,066,149
Expenses. Certain deemed distributions of participant loans2018-03-31$0
Value of total corrective distributions2018-03-31$28,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$707,195
Value of total assets at end of year2018-03-31$9,645,922
Value of total assets at beginning of year2018-03-31$9,232,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$13,594
Total income from rents2018-03-31$0
Total interest from all sources2018-03-31$17,034
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$239,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$239,962
Assets. Real estate other than employer real property at end of year2018-03-31$0
Assets. Real estate other than employer real property at beginning of year2018-03-31$0
Administrative expenses professional fees incurred2018-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-03-31$0
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$506,909
Participant contributions at end of year2018-03-31$258,201
Participant contributions at beginning of year2018-03-31$182,013
Participant contributions at end of year2018-03-31$0
Participant contributions at beginning of year2018-03-31$0
Assets. Other investments not covered elsewhere at end of year2018-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$4,438
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$0
Assets. Loans (other than to participants) at end of year2018-03-31$0
Assets. Loans (other than to participants) at beginning of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$0
Other income not declared elsewhere2018-03-31$0
Administrative expenses (other) incurred2018-03-31$13,594
Liabilities. Value of operating payables at end of year2018-03-31$0
Liabilities. Value of operating payables at beginning of year2018-03-31$0
Total non interest bearing cash at end of year2018-03-31$0
Total non interest bearing cash at beginning of year2018-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Income. Non cash contributions2018-03-31$0
Value of net income/loss2018-03-31$413,841
Value of net assets at end of year (total assets less liabilities)2018-03-31$9,645,922
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$9,232,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Assets. partnership/joint venture interests at end of year2018-03-31$0
Assets. partnership/joint venture interests at beginning of year2018-03-31$0
Investment advisory and management fees2018-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$7,410,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$8,233,211
Value of interest in pooled separate accounts at end of year2018-03-31$0
Value of interest in pooled separate accounts at beginning of year2018-03-31$0
Interest on participant loans2018-03-31$17,034
Income. Interest from loans (other than to participants)2018-03-31$0
Interest earned on other investments2018-03-31$0
Income. Interest from US Government securities2018-03-31$0
Income. Interest from corporate debt instruments2018-03-31$0
Value of interest in master investment trust accounts at end of year2018-03-31$0
Value of interest in master investment trust accounts at beginning of year2018-03-31$0
Value of interest in common/collective trusts at end of year2018-03-31$1,977,271
Value of interest in common/collective trusts at beginning of year2018-03-31$816,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$0
Asset value of US Government securities at end of year2018-03-31$0
Asset value of US Government securities at beginning of year2018-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$564,004
Net investment gain/loss from pooled separate accounts2018-03-31$0
Net investment gain or loss from common/collective trusts2018-03-31$-5,941
Net gain/loss from 103.12 investment entities2018-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Assets. Invements in employer securities at end of year2018-03-31$0
Assets. Invements in employer securities at beginning of year2018-03-31$0
Assets. Value of employer real property at end of year2018-03-31$0
Assets. Value of employer real property at beginning of year2018-03-31$0
Contributions received in cash from employer2018-03-31$195,848
Employer contributions (assets) at end of year2018-03-31$0
Employer contributions (assets) at beginning of year2018-03-31$0
Income. Dividends from preferred stock2018-03-31$0
Income. Dividends from common stock2018-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$1,066,149
Asset. Corporate debt instrument preferred debt at end of year2018-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$0
Contract administrator fees2018-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$0
Liabilities. Value of benefit claims payable at end of year2018-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-03-31$0
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$0
Aggregate carrying amount (costs) on sale of assets2018-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31PICKETT, CHANEY 8C MCMULLEN LLP
Accountancy firm EIN2018-03-31481246310
2017 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$0
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total transfer of assets to this plan2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Expenses. Interest paid2017-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-03-31$0
Total income from all sources (including contributions)2017-03-31$1,485,236
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$413,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$341,367
Expenses. Certain deemed distributions of participant loans2017-03-31$6,863
Value of total corrective distributions2017-03-31$63,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$515,554
Value of total assets at end of year2017-03-31$9,232,081
Value of total assets at beginning of year2017-03-31$8,160,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$2,000
Total income from rents2017-03-31$0
Total interest from all sources2017-03-31$16,976
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$348,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$348,808
Assets. Real estate other than employer real property at end of year2017-03-31$0
Assets. Real estate other than employer real property at beginning of year2017-03-31$0
Administrative expenses professional fees incurred2017-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-03-31$0
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$417,150
Participant contributions at end of year2017-03-31$182,013
Participant contributions at beginning of year2017-03-31$250,409
Participant contributions at end of year2017-03-31$0
Participant contributions at beginning of year2017-03-31$0
Assets. Other investments not covered elsewhere at end of year2017-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$0
Assets. Loans (other than to participants) at end of year2017-03-31$0
Assets. Loans (other than to participants) at beginning of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$0
Other income not declared elsewhere2017-03-31$0
Administrative expenses (other) incurred2017-03-31$2,000
Liabilities. Value of operating payables at end of year2017-03-31$0
Liabilities. Value of operating payables at beginning of year2017-03-31$0
Total non interest bearing cash at end of year2017-03-31$0
Total non interest bearing cash at beginning of year2017-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Income. Non cash contributions2017-03-31$0
Value of net income/loss2017-03-31$1,071,790
Value of net assets at end of year (total assets less liabilities)2017-03-31$9,232,081
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$8,160,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$0
Assets. partnership/joint venture interests at beginning of year2017-03-31$0
Investment advisory and management fees2017-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$8,233,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$7,099,376
Value of interest in pooled separate accounts at end of year2017-03-31$0
Value of interest in pooled separate accounts at beginning of year2017-03-31$0
Interest on participant loans2017-03-31$16,976
Income. Interest from loans (other than to participants)2017-03-31$0
Interest earned on other investments2017-03-31$0
Income. Interest from US Government securities2017-03-31$0
Income. Interest from corporate debt instruments2017-03-31$0
Value of interest in master investment trust accounts at end of year2017-03-31$0
Value of interest in master investment trust accounts at beginning of year2017-03-31$0
Value of interest in common/collective trusts at end of year2017-03-31$816,857
Value of interest in common/collective trusts at beginning of year2017-03-31$810,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$0
Asset value of US Government securities at end of year2017-03-31$0
Asset value of US Government securities at beginning of year2017-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$606,775
Net investment gain/loss from pooled separate accounts2017-03-31$0
Net investment gain or loss from common/collective trusts2017-03-31$-2,877
Net gain/loss from 103.12 investment entities2017-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Assets. Invements in employer securities at end of year2017-03-31$0
Assets. Invements in employer securities at beginning of year2017-03-31$0
Assets. Value of employer real property at end of year2017-03-31$0
Assets. Value of employer real property at beginning of year2017-03-31$0
Contributions received in cash from employer2017-03-31$98,404
Employer contributions (assets) at end of year2017-03-31$0
Employer contributions (assets) at beginning of year2017-03-31$0
Income. Dividends from preferred stock2017-03-31$0
Income. Dividends from common stock2017-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$341,367
Asset. Corporate debt instrument preferred debt at end of year2017-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$0
Contract administrator fees2017-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$0
Liabilities. Value of benefit claims payable at end of year2017-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-03-31$0
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$0
Aggregate carrying amount (costs) on sale of assets2017-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31PICKETT, CHANEY 8C MCMULLEN LLP
Accountancy firm EIN2017-03-31481246310
2016 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-03-31$0
Total plan liabilities at end of year2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$292,065
Expenses. Total of all expenses incurred2016-03-31$254,999
Benefits paid (including direct rollovers)2016-03-31$214,408
Total plan assets at end of year2016-03-31$8,160,291
Total plan assets at beginning of year2016-03-31$8,123,225
Value of fidelity bond covering the plan2016-03-31$500,000
Total contributions received or receivable from participants2016-03-31$419,835
Expenses. Other expenses not covered elsewhere2016-03-31$0
Contributions received from other sources (not participants or employers)2016-03-31$3,506
Other income received2016-03-31$-242,542
Noncash contributions received2016-03-31$0
Net income (gross income less expenses)2016-03-31$37,066
Net plan assets at end of year (total assets less liabilities)2016-03-31$8,160,291
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$8,123,225
Assets. Value of participant loans2016-03-31$250,409
Total contributions received or receivable from employer(s)2016-03-31$111,266
Value of certain deemed distributions of participant loans2016-03-31$11,053
Value of corrective distributions2016-03-31$26,688
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$2,850
2015 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-03-31$0
Total plan liabilities at end of year2015-03-31$0
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$860,749
Expenses. Total of all expenses incurred2015-03-31$834,717
Benefits paid (including direct rollovers)2015-03-31$833,117
Total plan assets at end of year2015-03-31$8,123,225
Total plan assets at beginning of year2015-03-31$8,097,193
Value of fidelity bond covering the plan2015-03-31$500,000
Total contributions received or receivable from participants2015-03-31$308,572
Expenses. Other expenses not covered elsewhere2015-03-31$0
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$462,952
Noncash contributions received2015-03-31$0
Net income (gross income less expenses)2015-03-31$26,032
Net plan assets at end of year (total assets less liabilities)2015-03-31$8,123,225
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$8,097,193
Assets. Value of participant loans2015-03-31$219,881
Total contributions received or receivable from employer(s)2015-03-31$89,225
Value of certain deemed distributions of participant loans2015-03-31$0
Value of corrective distributions2015-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$1,600
2014 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-03-31$0
Total plan liabilities at end of year2014-03-31$0
Total income from all sources2014-03-31$1,272,746
Expenses. Total of all expenses incurred2014-03-31$361,529
Benefits paid (including direct rollovers)2014-03-31$328,839
Total plan assets at end of year2014-03-31$8,097,193
Total plan assets at beginning of year2014-03-31$7,185,976
Value of fidelity bond covering the plan2014-03-31$500,000
Total contributions received or receivable from participants2014-03-31$294,772
Expenses. Other expenses not covered elsewhere2014-03-31$0
Contributions received from other sources (not participants or employers)2014-03-31$0
Other income received2014-03-31$835,341
Noncash contributions received2014-03-31$0
Net income (gross income less expenses)2014-03-31$911,217
Net plan assets at end of year (total assets less liabilities)2014-03-31$8,097,193
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$7,185,976
Assets. Value of participant loans2014-03-31$246,034
Total contributions received or receivable from employer(s)2014-03-31$142,633
Value of certain deemed distributions of participant loans2014-03-31$15,448
Value of corrective distributions2014-03-31$15,417
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$1,825
2013 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-03-31$1,016,122
Expenses. Total of all expenses incurred2013-03-31$247,971
Benefits paid (including direct rollovers)2013-03-31$240,226
Total plan assets at end of year2013-03-31$7,185,976
Total plan assets at beginning of year2013-03-31$6,417,825
Value of fidelity bond covering the plan2013-03-31$500,000
Total contributions received or receivable from participants2013-03-31$311,173
Contributions received from other sources (not participants or employers)2013-03-31$54,280
Other income received2013-03-31$580,059
Net income (gross income less expenses)2013-03-31$768,151
Net plan assets at end of year (total assets less liabilities)2013-03-31$7,185,976
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$6,417,825
Assets. Value of participant loans2013-03-31$300,043
Total contributions received or receivable from employer(s)2013-03-31$70,610
Value of corrective distributions2013-03-31$3,920
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$3,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-03-31$721,699
Expenses. Total of all expenses incurred2012-03-31$543,346
Benefits paid (including direct rollovers)2012-03-31$526,680
Total plan assets at end of year2012-03-31$6,417,825
Total plan assets at beginning of year2012-03-31$6,239,472
Value of fidelity bond covering the plan2012-03-31$500,000
Total contributions received or receivable from participants2012-03-31$314,232
Contributions received from other sources (not participants or employers)2012-03-31$6,486
Other income received2012-03-31$120,638
Net income (gross income less expenses)2012-03-31$178,353
Net plan assets at end of year (total assets less liabilities)2012-03-31$6,417,825
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$6,239,472
Assets. Value of participant loans2012-03-31$285,382
Total contributions received or receivable from employer(s)2012-03-31$280,343
Value of corrective distributions2012-03-31$13,241
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$3,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$139,125
Expenses. Total of all expenses incurred2011-12-31$139,125
Benefits paid (including direct rollovers)2011-12-31$103,562
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$0
Total contributions received or receivable from participants2011-12-31$126,133
Net income (gross income less expenses)2011-12-31$0
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$12,992
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$35,563
Total income from all sources2011-03-31$1,071,281
Expenses. Total of all expenses incurred2011-03-31$133,709
Benefits paid (including direct rollovers)2011-03-31$130,259
Total plan assets at end of year2011-03-31$6,239,472
Total plan assets at beginning of year2011-03-31$5,301,900
Value of fidelity bond covering the plan2011-03-31$500,000
Total contributions received or receivable from participants2011-03-31$305,175
Other income received2011-03-31$696,019
Net income (gross income less expenses)2011-03-31$937,572
Net plan assets at end of year (total assets less liabilities)2011-03-31$6,239,472
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$5,301,900
Assets. Value of participant loans2011-03-31$245,656
Total contributions received or receivable from employer(s)2011-03-31$70,087
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$3,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2022: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedYes
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01This submission is the final filingNo
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number606272
Policy instance 1
Insurance contract or identification number606272
Number of Individuals Covered71
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,304
Total amount of fees paid to insurance companyUSD $5,000
Are there contracts with allocated funds for individual policies?Yes
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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