401k Plan data: MCGUIRES MANAGEMENT GROUP 401(K) PLAN plan

MCGUIRES MANAGEMENT GROUP 401(K) PLAN 401k Plan overview

Plan Name	MCGUIRES MANAGEMENT GROUP 401(K) PLAN
Plan identification number	001

MCGUIRES MANAGEMENT GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

MCGUIRES MANAGEMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: MCGUIRES MANAGEMENT GROUP, LLC

Employer identification number (EIN): 460691763

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Additional information about MCGUIRES MANAGEMENT GROUP, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2017-07-06

Company Identification Number: 0802761945

Legal Registered Office Address: 101 E PARK BLVD STE 413

PLANO
United States of America (USA)
75074

More information about MCGUIRES MANAGEMENT GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCGUIRES MANAGEMENT GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SHAY ADAMS ELLEN HAUBRICH 2018-10-11
001 2016-01-01 SHAY ADAMS ELLEN HAUBRICH 2018-01-25
001 2015-01-01
001 2015-01-01
001 2014-01-01 SHAY ADAMS 2015-07-17
001 2014-01-01

Plan Statistics for MCGUIRES MANAGEMENT GROUP 401(K) PLAN

401k plan membership statisitcs for MCGUIRES MANAGEMENT GROUP 401(K) PLAN

Measure Date Value
2023: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 617
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 566
Number of retired or separated participants receiving benefits 2023-01-01 5
Number of other retired or separated participants entitled to future benefits 2023-01-01 53
Total of all active and inactive participants 2023-01-01 624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 624
Number of participants with account balances 2023-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 530
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 548
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 59
Total of all active and inactive participants 2022-01-01 609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 609
Number of participants with account balances 2022-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 474
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 56
Total of all active and inactive participants 2021-01-01 532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 532
Number of participants with account balances 2021-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 550
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 447
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 503
Number of participants with account balances 2020-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 518
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 510
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 46
Total of all active and inactive participants 2019-01-01 557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 557
Number of participants with account balances 2019-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 476
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 469
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 492
Number of participants with account balances 2018-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 462
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 18
Total of all active and inactive participants 2017-01-01 480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 480
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 411
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 428
Number of participants with account balances 2016-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 441
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 459
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 398
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 415
Number of participants with account balances 2014-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10

Measure	Date	Value
2023: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	617
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	566
Number of retired or separated participants receiving benefits	2023-01-01	5
Number of other retired or separated participants entitled to future benefits	2023-01-01	53
Total of all active and inactive participants	2023-01-01	624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	624
Number of participants with account balances	2023-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	530
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	548
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	59
Total of all active and inactive participants	2022-01-01	609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	609
Number of participants with account balances	2022-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	474
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	56
Total of all active and inactive participants	2021-01-01	532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	532
Number of participants with account balances	2021-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	550
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	447
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	503
Number of participants with account balances	2020-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	518
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	510
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	46
Total of all active and inactive participants	2019-01-01	557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	557
Number of participants with account balances	2019-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	476
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	469
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	492
Number of participants with account balances	2018-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	462
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	18
Total of all active and inactive participants	2017-01-01	480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	480
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	411
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	428
Number of participants with account balances	2016-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	441
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	459
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	398
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	415
Number of participants with account balances	2014-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10

Financial Data on MCGUIRES MANAGEMENT GROUP 401(K) PLAN

Measure	Date	Value
2023 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,660,211
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$300,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$299,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$807,001
Value of total assets at end of year	2023-12-31	$6,774,947
Value of total assets at beginning of year	2023-12-31	$5,415,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,235
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$186,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$186,571
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$677,495
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$532,864
Participant contributions at end of year	2023-12-31	$9,762
Participant contributions at beginning of year	2023-12-31	$9,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$-6,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,359,571
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,774,947
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,415,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$6,765,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,405,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$673,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$274,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$299,405
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2023-12-31	592922169
2022 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-162,112
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$262,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$261,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$817,354
Value of total assets at end of year	2022-12-31	$5,415,376
Value of total assets at beginning of year	2022-12-31	$5,840,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$865
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$196,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$196,187
Administrative expenses professional fees incurred	2022-12-31	$865
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$530,440
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$9,629
Participant contributions at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-3,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-424,687
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,415,376
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,840,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,405,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,840,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,171,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$286,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$261,710
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2022-12-31	592922169
2021 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,361,860
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$645,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$644,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$681,908
Value of total assets at end of year	2021-12-31	$5,840,063
Value of total assets at beginning of year	2021-12-31	$5,123,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$920
Total interest from all sources	2021-12-31	$13
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$295,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$295,918
Administrative expenses professional fees incurred	2021-12-31	$920
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$456,576
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$1,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$716,840
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,840,063
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,123,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,840,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,121,535
Interest on participant loans	2021-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$384,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$225,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$644,100
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2021-12-31	592922169
2020 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$21,790
Total income from all sources (including contributions)	2020-12-31	$1,294,654
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$220,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$219,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$633,369
Value of total assets at end of year	2020-12-31	$5,123,223
Value of total assets at beginning of year	2020-12-31	$4,071,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,295
Total interest from all sources	2020-12-31	$199
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$129,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$129,291
Administrative expenses professional fees incurred	2020-12-31	$1,295
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$428,527
Participant contributions at end of year	2020-12-31	$1,688
Participant contributions at beginning of year	2020-12-31	$7,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$21,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,073,723
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,123,223
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,049,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,121,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,063,646
Interest on participant loans	2020-12-31	$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$531,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$204,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$219,636
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2020-12-31	592922169
2019 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$21,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$65,872
Total income from all sources (including contributions)	2019-12-31	$1,071,409
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$219,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$217,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$415,294
Value of total assets at end of year	2019-12-31	$4,071,290
Value of total assets at beginning of year	2019-12-31	$3,263,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,135
Total interest from all sources	2019-12-31	$734
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$146,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$146,267
Administrative expenses professional fees incurred	2019-12-31	$1,135
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$342,864
Participant contributions at end of year	2019-12-31	$7,644
Participant contributions at beginning of year	2019-12-31	$22,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$21,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$65,872
Other income not declared elsewhere	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$852,363
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,049,500
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,197,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,063,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,240,893
Interest on participant loans	2019-12-31	$734
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$509,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$72,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$217,911
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2019-12-31	592922169
2018 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$65,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,397
Total income from all sources (including contributions)	2018-12-31	$234,622
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$316,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$315,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$424,396
Value of total assets at end of year	2018-12-31	$3,263,009
Value of total assets at beginning of year	2018-12-31	$3,285,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,855
Total interest from all sources	2018-12-31	$1,831
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$146,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$146,958
Administrative expenses professional fees incurred	2018-12-31	$1,855
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$345,529
Participant contributions at end of year	2018-12-31	$22,116
Participant contributions at beginning of year	2018-12-31	$50,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$65,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$6,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-82,296
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,197,137
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,279,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,240,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,234,990
Interest on participant loans	2018-12-31	$1,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-338,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$78,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$315,063
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2018-12-31	592922169
2017 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$838,601
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$66,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$64,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$409,080
Value of total assets at end of year	2017-12-31	$3,285,830
Value of total assets at beginning of year	2017-12-31	$2,506,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,940
Total interest from all sources	2017-12-31	$3,797
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$94,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$94,990
Administrative expenses professional fees incurred	2017-12-31	$1,940
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$341,711
Participant contributions at end of year	2017-12-31	$50,840
Participant contributions at beginning of year	2017-12-31	$90,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$6,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$772,536
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,279,433
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,506,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,234,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,416,334
Interest on participant loans	2017-12-31	$3,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$330,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$67,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$64,125
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2017-12-31	592922169
2016 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$515,175
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$100,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$97,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$369,662
Value of total assets at end of year	2016-12-31	$2,506,897
Value of total assets at beginning of year	2016-12-31	$2,092,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,785
Total interest from all sources	2016-12-31	$3,012
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$64,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$64,039
Administrative expenses professional fees incurred	2016-12-31	$3,785
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$308,052
Participant contributions at end of year	2016-12-31	$90,563
Participant contributions at beginning of year	2016-12-31	$60,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$414,362
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,506,897
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,092,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,416,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,032,187
Interest on participant loans	2016-12-31	$3,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$78,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$61,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$97,028
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SMITH, DUKES & BUCKALEW, LLP
Accountancy firm EIN	2016-12-31	631174582
2015 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$328,972
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$239,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$236,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$344,313
Value of total assets at end of year	2015-12-31	$2,092,535
Value of total assets at beginning of year	2015-12-31	$2,003,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,120
Total interest from all sources	2015-12-31	$2,559
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$82,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$82,191
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$265,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$282,828
Participant contributions at end of year	2015-12-31	$60,348
Participant contributions at beginning of year	2015-12-31	$49,134
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	Yes
Value of net income/loss	2015-12-31	$89,270
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,092,535
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,003,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,032,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,954,131
Interest on participant loans	2015-12-31	$2,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-100,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$56,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$236,582
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Qualified
Accountancy firm name	2015-12-31	SALTMARSH CLEAVELAND & GUND
Accountancy firm EIN	2015-12-31	592922169
2014 : MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$457,907
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$47,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$45,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$352,320
Value of total assets at end of year	2014-12-31	$2,003,265
Value of total assets at beginning of year	2014-12-31	$1,592,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,220
Total interest from all sources	2014-12-31	$2,301
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$70,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$70,725
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$265,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$293,600
Participant contributions at end of year	2014-12-31	$49,134
Participant contributions at beginning of year	2014-12-31	$39,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	Yes
Value of net income/loss	2014-12-31	$410,327
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,003,265
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,592,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,954,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,553,520
Interest on participant loans	2014-12-31	$2,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$32,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$58,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$45,360
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Qualified
Accountancy firm name	2014-12-31	SALTMARSH CLEAVELAND & GUND
Accountancy firm EIN	2014-12-31	592922169

Form 5500 Responses for MCGUIRES MANAGEMENT GROUP 401(K) PLAN

2023: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MCGUIRES MANAGEMENT GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	MCGUIRES MANAGEMENT GROUP, LLC
Employer identification number (EIN):	460691763
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2017-07-06
Company Identification Number:	0802761945
Legal Registered Office Address:	101 E PARK BLVD STE 413 PLANO United States of America (USA) 75074