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MCKENNA LONG & ALDRIDGE LLP 401K PLAN 401k Plan overview

Plan NameMCKENNA LONG & ALDRIDGE LLP 401K PLAN
Plan identification number 003

MCKENNA LONG & ALDRIDGE LLP 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

MCKENNA LONG & ALDRIDGE LLP has sponsored the creation of one or more 401k plans.

Company Name:MCKENNA LONG & ALDRIDGE LLP
Employer identification number (EIN):521237458
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKENNA LONG & ALDRIDGE LLP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01LISA STIPANCIC
0032014-01-01LISA STIPANCIC
0032013-01-01ROGER RUSHING ROGER RUSHING2014-09-16
0032012-01-01ROGER RUSHING
0032011-01-01ROGER RUSHING
0032009-01-01ROGER L. RUSHING
0032009-01-01ROGER L. RUSHING

Plan Statistics for MCKENNA LONG & ALDRIDGE LLP 401K PLAN

401k plan membership statisitcs for MCKENNA LONG & ALDRIDGE LLP 401K PLAN

Measure Date Value
2014: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,573
Total number of active participants reported on line 7a of the Form 55002014-01-01984
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01419
Total of all active and inactive participants2014-01-011,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,409
Number of participants with account balances2014-01-011,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,585
Total number of active participants reported on line 7a of the Form 55002013-01-011,109
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01457
Total of all active and inactive participants2013-01-011,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-011,573
Number of participants with account balances2013-01-011,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,581
Total number of active participants reported on line 7a of the Form 55002012-01-011,180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01400
Total of all active and inactive participants2012-01-011,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-011,585
Number of participants with account balances2012-01-011,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,311
Total number of active participants reported on line 7a of the Form 55002011-01-011,192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01386
Total of all active and inactive participants2011-01-011,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,581
Number of participants with account balances2011-01-011,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,347
Total number of active participants reported on line 7a of the Form 55002009-01-01943
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01415
Total of all active and inactive participants2009-01-011,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-011,363
Number of participants with account balances2009-01-011,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MCKENNA LONG & ALDRIDGE LLP 401K PLAN

Measure Date Value
2014 : MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$23,962,756
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$23,009,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,914,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,361,581
Value of total assets at end of year2014-12-31$177,231,914
Value of total assets at beginning of year2014-12-31$176,278,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$95,328
Total interest from all sources2014-12-31$82,110
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,304,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,304,204
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$8,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,984,038
Participant contributions at end of year2014-12-31$1,751,506
Participant contributions at beginning of year2014-12-31$2,094,659
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,400,674
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,642,391
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,299,439
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$8,198
Other income not declared elsewhere2014-12-31$254,486
Administrative expenses (other) incurred2014-12-31$95,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$953,188
Value of net assets at end of year (total assets less liabilities)2014-12-31$177,231,914
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$176,278,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$90,355,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$92,039,676
Interest on participant loans2014-12-31$82,110
Value of interest in common/collective trusts at end of year2014-12-31$79,156,737
Value of interest in common/collective trusts at beginning of year2014-12-31$76,832,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$489,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$443,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-765,253
Net investment gain or loss from common/collective trusts2014-12-31$5,725,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,078,104
Employer contributions (assets) at end of year2014-12-31$1,078,850
Employer contributions (assets) at beginning of year2014-12-31$1,226,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,906,042
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$43,802,287
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,317,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,243,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,425,671
Value of total assets at end of year2013-12-31$176,278,726
Value of total assets at beginning of year2013-12-31$146,793,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$74,085
Total interest from all sources2013-12-31$92,691
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,910,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,910,387
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$8,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,899,016
Participant contributions at end of year2013-12-31$2,094,659
Participant contributions at beginning of year2013-12-31$2,197,314
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,642,391
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,875,212
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,300,553
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$8,943
Other income not declared elsewhere2013-12-31$178
Administrative expenses (other) incurred2013-12-31$74,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$29,485,152
Value of net assets at end of year (total assets less liabilities)2013-12-31$176,278,726
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$146,793,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$92,039,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$70,057,583
Interest on participant loans2013-12-31$92,691
Value of interest in common/collective trusts at end of year2013-12-31$76,832,345
Value of interest in common/collective trusts at beginning of year2013-12-31$68,825,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$443,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$647,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,864,093
Net investment gain or loss from common/collective trusts2013-12-31$11,509,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,226,102
Employer contributions (assets) at end of year2013-12-31$1,226,102
Employer contributions (assets) at beginning of year2013-12-31$1,191,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,234,107
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$14,329,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$31,178,372
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,660,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,630,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,899,431
Value of total assets at end of year2012-12-31$146,793,574
Value of total assets at beginning of year2012-12-31$110,946,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,650
Total interest from all sources2012-12-31$98,219
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,097,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,097,773
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$8,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,276,312
Participant contributions at end of year2012-12-31$2,197,314
Participant contributions at beginning of year2012-12-31$1,448,230
Participant contributions at beginning of year2012-12-31$630,802
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,875,212
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,742,661
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,431,854
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$12,993
Other income not declared elsewhere2012-12-31$418,385
Administrative expenses (other) incurred2012-12-31$29,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$21,518,127
Value of net assets at end of year (total assets less liabilities)2012-12-31$146,793,574
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$110,946,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$70,057,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$57,642,778
Interest on participant loans2012-12-31$98,219
Value of interest in common/collective trusts at end of year2012-12-31$68,825,142
Value of interest in common/collective trusts at beginning of year2012-12-31$45,946,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$647,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$615,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,516,862
Net investment gain or loss from common/collective trusts2012-12-31$6,147,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,191,265
Employer contributions (assets) at end of year2012-12-31$1,191,005
Employer contributions (assets) at beginning of year2012-12-31$919,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,617,602
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,535,299
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,215,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,208,256
Expenses. Certain deemed distributions of participant loans2011-12-31$-6,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,311,800
Value of total assets at end of year2011-12-31$110,946,001
Value of total assets at beginning of year2011-12-31$111,625,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,609
Total interest from all sources2011-12-31$63,605
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,122,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,122,245
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,961,309
Participant contributions at end of year2011-12-31$1,448,230
Participant contributions at beginning of year2011-12-31$1,248,741
Participant contributions at end of year2011-12-31$630,802
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,742,661
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,780,289
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$431,335
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$22,320
Other income not declared elsewhere2011-12-31$27,926
Administrative expenses (other) incurred2011-12-31$13,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-679,779
Value of net assets at end of year (total assets less liabilities)2011-12-31$110,946,001
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$111,625,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$57,642,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$62,907,638
Interest on participant loans2011-12-31$63,605
Value of interest in common/collective trusts at end of year2011-12-31$45,946,791
Value of interest in common/collective trusts at beginning of year2011-12-31$42,250,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$615,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$584,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,117,019
Net investment gain or loss from common/collective trusts2011-12-31$1,126,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$919,156
Employer contributions (assets) at end of year2011-12-31$919,156
Employer contributions (assets) at beginning of year2011-12-31$853,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,185,936
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REZNICK GROUP
Accountancy firm EIN2011-12-31521088612
2010 : MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$22,761,888
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,621,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,615,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,952,799
Value of total assets at end of year2010-12-31$111,625,780
Value of total assets at beginning of year2010-12-31$97,485,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,186
Total interest from all sources2010-12-31$71,179
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,066,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,066,231
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,537,010
Participant contributions at end of year2010-12-31$1,248,741
Participant contributions at beginning of year2010-12-31$1,313,562
Participant contributions at beginning of year2010-12-31$38,357
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,780,289
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,097,633
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$561,905
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$23,521
Other income not declared elsewhere2010-12-31$679,500
Administrative expenses (other) incurred2010-12-31$6,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,139,995
Value of net assets at end of year (total assets less liabilities)2010-12-31$111,625,780
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$97,485,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$62,907,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$55,256,426
Interest on participant loans2010-12-31$71,179
Value of interest in common/collective trusts at end of year2010-12-31$42,250,775
Value of interest in common/collective trusts at beginning of year2010-12-31$36,916,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$584,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,742,886
Net investment gain or loss from common/collective trusts2010-12-31$4,249,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$853,884
Employer contributions (assets) at end of year2010-12-31$853,884
Employer contributions (assets) at beginning of year2010-12-31$862,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,592,186
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REZNICK GROUP
Accountancy firm EIN2010-12-31521088612

Form 5500 Responses for MCKENNA LONG & ALDRIDGE LLP 401K PLAN

2014: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MCKENNA LONG & ALDRIDGE LLP 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number11855020 ET AL
Policy instance 1
Insurance contract or identification number11855020 ET AL
Number of Individuals Covered3
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number11855020 ET AL
Policy instance 1
Insurance contract or identification number11855020 ET AL
Number of Individuals Covered3
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number11855020 ET AL
Policy instance 1
Insurance contract or identification number11855020 ET AL
Number of Individuals Covered5
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number11855020 ET AL
Policy instance 1
Insurance contract or identification number11855020 ET AL
Number of Individuals Covered5
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number11855020 ET AL
Policy instance 1
Insurance contract or identification number11855020 ET AL
Number of Individuals Covered5
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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