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MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 401k Plan overview

Plan NameMCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN
Plan identification number 001

MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC has sponsored the creation of one or more 401k plans.

Company Name:MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC
Employer identification number (EIN):581094351
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ELIZABETH HARDIN
0012016-01-01ELIZABETH HARDIN
0012015-01-01ELIZABETH HARDIN
0012014-01-01ELIZABETH HARDIN
0012013-01-01ELIZABETH HARDIN
0012012-01-01ELIZABETH HARDIN
0012011-01-01ELIZABETH HARDIN
0012010-01-01ELIZABETH HARDIN

Plan Statistics for MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN

401k plan membership statisitcs for MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN

Measure Date Value
2023: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01154
Total number of active participants reported on line 7a of the Form 55002023-01-01105
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0146
Total of all active and inactive participants2023-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01151
Number of participants with account balances2023-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01148
Total number of active participants reported on line 7a of the Form 55002022-01-01102
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01143
Number of participants with account balances2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01150
Total number of active participants reported on line 7a of the Form 55002021-01-01106
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01142
Number of participants with account balances2021-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01147
Total number of active participants reported on line 7a of the Form 55002020-01-01103
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01144
Number of participants with account balances2020-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01139
Number of participants with account balances2019-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01136
Total number of active participants reported on line 7a of the Form 55002018-01-01106
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01141
Number of participants with account balances2018-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-01105
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01133
Number of participants with account balances2017-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01136
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01122
Number of participants with account balances2016-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01128
Number of participants with account balances2015-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01130
Number of participants with account balances2014-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01122
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01127
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01124
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01125
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01121
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01123
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01123
Number of participants with account balances2010-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012

Financial Data on MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN

Measure Date Value
2023 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$9,714,702
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$668,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$567,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,577,617
Value of total assets at end of year2023-12-31$47,931,487
Value of total assets at beginning of year2023-12-31$38,885,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$101,015
Total interest from all sources2023-12-31$381,492
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$575,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$575,303
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,289,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$9,046,006
Value of net assets at end of year (total assets less liabilities)2023-12-31$47,931,487
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$38,885,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$92,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$41,765,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$32,879,744
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$6,165,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$6,005,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$6,005,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$381,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$7,180,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$287,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$567,681
Contract administrator fees2023-12-31$8,816
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2023-12-31621142155
2022 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-6,513,258
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,592,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,491,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,438,948
Value of total assets at end of year2022-12-31$38,885,481
Value of total assets at beginning of year2022-12-31$46,990,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,012
Total interest from all sources2022-12-31$180,149
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$438,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$438,396
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,179,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,105,355
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,885,481
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,990,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$91,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,879,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,721,225
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,005,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,269,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,269,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$180,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,570,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$259,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,491,085
Contract administrator fees2022-12-31$9,456
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2022-12-31621142155
2021 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$8,328,105
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,812,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,705,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,435,777
Value of total assets at end of year2021-12-31$46,990,836
Value of total assets at beginning of year2021-12-31$41,475,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$106,863
Total interest from all sources2021-12-31$114,031
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$352,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$352,687
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,156,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,515,370
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,990,836
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,475,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$97,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,721,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,269,430
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,269,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,206,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,206,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$114,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,425,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$279,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,705,872
Contract administrator fees2021-12-31$9,198
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2021-12-31621142155
2020 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$7,789,299
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,310,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,221,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,448,471
Value of total assets at end of year2020-12-31$41,475,466
Value of total assets at beginning of year2020-12-31$34,997,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$89,023
Total interest from all sources2020-12-31$86,083
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$350,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$350,180
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,095,757
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$94,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,478,328
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,475,466
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,997,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$75,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,269,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,567,969
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,206,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,429,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,429,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$86,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,904,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$258,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,221,948
Contract administrator fees2020-12-31$13,756
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2020-12-31621142155
2019 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,585,384
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$314,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$235,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,276,101
Value of total assets at end of year2019-12-31$34,997,138
Value of total assets at beginning of year2019-12-31$27,726,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,584
Total interest from all sources2019-12-31$131,496
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$427,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$427,739
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,019,663
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,270,935
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,997,138
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,726,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$67,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,567,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,750,180
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,429,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,976,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,976,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$131,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,750,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$240,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$235,865
Contract administrator fees2019-12-31$10,673
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2019-12-31621142155
2018 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$492,542
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,437,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,361,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,445,357
Value of total assets at end of year2018-12-31$27,726,203
Value of total assets at beginning of year2018-12-31$28,670,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,344
Total interest from all sources2018-12-31$118,604
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$405,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$405,201
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,039,095
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$101,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-944,784
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,726,203
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,670,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$65,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,750,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,277,108
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,976,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,393,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,393,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$118,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,476,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$304,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,361,982
Contract administrator fees2018-12-31$9,954
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2018-12-31621142155
2017 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
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$5,889,083
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$433,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$398,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,286,352
Value of total assets at end of year2017-12-31$28,670,987
Value of total assets at beginning of year2017-12-31$23,215,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,207
Total interest from all sources2017-12-31$42,366
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$347,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$347,732
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,037,042
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$17,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,455,895
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,670,987
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,215,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$29,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,277,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,345,133
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,393,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,847,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,847,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,212,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$249,310
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$5,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$398,981
Contract administrator fees2017-12-31$5,069
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2017-12-31621142155
2016 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$2,988,756
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,809,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,808,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,208,176
Value of total assets at end of year2016-12-31$23,215,092
Value of total assets at beginning of year2016-12-31$22,036,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,140
Total interest from all sources2016-12-31$423
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$300,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$300,309
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$982,842
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$17,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,178,849
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,215,092
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,036,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,345,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,934,106
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,847,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,102,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,102,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,479,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$225,334
Employer contributions (assets) at end of year2016-12-31$5,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,808,767
Contract administrator fees2016-12-31$1,140
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2016-12-31621142155
2015 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,526,984
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,362,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,361,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,255,039
Value of total assets at end of year2015-12-31$22,036,243
Value of total assets at beginning of year2015-12-31$21,871,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,020
Total interest from all sources2015-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$312,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$312,311
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,016,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$164,539
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,036,243
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,871,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,934,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,016,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,102,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$855,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$855,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-40,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$238,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,361,425
Contract administrator fees2015-12-31$1,020
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2015-12-31621142155
2014 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) 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$2,702,676
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,193,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,192,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,191,826
Value of total assets at end of year2014-12-31$21,871,704
Value of total assets at beginning of year2014-12-31$21,362,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,080
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$325,997
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$325,997
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$956,977
Participant contributions at beginning of year2014-12-31$16,786
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,327
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$509,534
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,871,704
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,362,170
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$21,016,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,502,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$855,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$838,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$838,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,184,853
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$214,522
Employer contributions (assets) at beginning of year2014-12-31$4,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,192,062
Contract administrator fees2014-12-31$1,080
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 name2014-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2014-12-31621142155
2013 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) 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$5,118,178
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$408,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$407,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,140,783
Value of total assets at end of year2013-12-31$21,362,170
Value of total assets at beginning of year2013-12-31$16,652,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$900
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$305,863
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$305,863
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$913,621
Participant contributions at end of year2013-12-31$16,786
Participant contributions at beginning of year2013-12-31$15,929
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,045
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$4,709,897
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,362,170
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,652,273
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$20,502,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,841,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$838,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$790,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$790,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,671,532
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$223,117
Employer contributions (assets) at end of year2013-12-31$4,011
Employer contributions (assets) at beginning of year2013-12-31$4,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$407,381
Contract administrator fees2013-12-31$900
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 name2013-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2013-12-31621142155
2012 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$3,066,219
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$379,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$379,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,109,296
Value of total assets at end of year2012-12-31$16,652,273
Value of total assets at beginning of year2012-12-31$13,965,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$360
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$306,865
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$306,865
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$889,247
Participant contributions at end of year2012-12-31$15,929
Participant contributions at beginning of year2012-12-31$16,600
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,261
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$2,686,604
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,652,273
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,965,669
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$15,841,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,714,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$790,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,230,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,230,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,650,058
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$218,788
Employer contributions (assets) at end of year2012-12-31$4,555
Employer contributions (assets) at beginning of year2012-12-31$4,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$379,255
Contract administrator fees2012-12-31$360
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 name2012-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2012-12-31621142155
2011 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) 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$789,628
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,351,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,351,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,044,803
Value of total assets at end of year2011-12-31$13,965,669
Value of total assets at beginning of year2011-12-31$14,527,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$480
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$280,413
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$280,413
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$843,358
Participant contributions at end of year2011-12-31$16,600
Participant contributions at beginning of year2011-12-31$16,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-562,193
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,965,669
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,527,862
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$12,714,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,983,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,230,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$523,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$523,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-535,588
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$201,445
Employer contributions (assets) at end of year2011-12-31$4,228
Employer contributions (assets) at beginning of year2011-12-31$4,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,351,341
Contract administrator fees2011-12-31$480
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 name2011-12-31PUGH AND COMPANY,PC
Accountancy firm EIN2011-12-31621142155
2010 : MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) 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$2,386,033
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$94,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$94,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,051,937
Value of total assets at end of year2010-12-31$14,527,862
Value of total assets at beginning of year2010-12-31$12,236,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$480
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$285,197
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$285,197
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$848,079
Participant contributions at end of year2010-12-31$16,467
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,294
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$2,291,296
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,527,862
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,236,566
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$13,983,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,706,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$523,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$530,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$530,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,048,899
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$196,564
Employer contributions (assets) at end of year2010-12-31$4,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$94,257
Contract administrator fees2010-12-31$480
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 name2010-12-31PUGH AND COMPANY, PC
Accountancy firm EIN2010-12-31621142155

Form 5500 Responses for MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN

2023: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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