401k Plan data: MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN plan

MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN
Plan identification number	001

MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined 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
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

MCKENNA FINANCIAL INC has sponsored the creation of one or more 401k plans.

Company Name: MCKENNA FINANCIAL INC

Employer identification number (EIN): 542174020

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 D. CRAIG MCKENNA
001 2009-01-01 D. CRAIG MCKENNA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	D. CRAIG MCKENNA
001	2009-01-01	D. CRAIG MCKENNA

Plan Statistics for MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN

Measure Date Value
2011: MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
2009: MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2011: MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
2009: MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2011 : MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-09-07	$-1,882
Expenses. Total of all expenses incurred	2011-09-07	$98,188
Benefits paid (including direct rollovers)	2011-09-07	$98,188
Total plan assets at end of year	2011-09-07	$0
Total plan assets at beginning of year	2011-09-07	$100,070
Other income received	2011-09-07	$-1,882
Net income (gross income less expenses)	2011-09-07	$-100,070
Net plan assets at end of year (total assets less liabilities)	2011-09-07	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-09-07	$100,070
2010 : MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-15,029
Expenses. Total of all expenses incurred	2010-12-31	$14,505
Benefits paid (including direct rollovers)	2010-12-31	$14,505
Total plan assets at end of year	2010-12-31	$100,070
Total plan assets at beginning of year	2010-12-31	$129,604
Other income received	2010-12-31	$-15,029
Net income (gross income less expenses)	2010-12-31	$-29,534
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$100,070
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$129,604

Form 5500 Responses for MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN

2011: MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MCKENNA FINANCIAL SERVICES AND INSURANCES PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCKENNA FINANCIAL INC
Employer identification number (EIN):	542174020
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages