401k Plan data: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN plan

MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN
Plan identification number	003

MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

MAYNARD NEXSEN PC has sponsored the creation of one or more 401k plans.

Company Name: MAYNARD NEXSEN PC

Employer identification number (EIN): 630864426

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 ELIZABETH BEAUBE ELIZABETH BEAUBE 2017-07-05
003 2015-01-01 ELIZABETH BEAUBE ELIZABETH BEAUBE 2016-09-26
003 2014-01-01 ELIZABETH BEAUBE ELIZABETH BEAUBE 2015-10-14
003 2013-01-01 ELIZABETH BEAUBE ELIZABETH BEAUBE 2014-10-15
003 2012-01-01 ELIZABETH BEAUBE
003 2011-01-01 ELIZABETH BEAUBE
003 2009-01-01 JEFF SHANKS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01	ELIZABETH BEAUBE	ELIZABETH BEAUBE	2017-07-05
003	2015-01-01	ELIZABETH BEAUBE	ELIZABETH BEAUBE	2016-09-26
003	2014-01-01	ELIZABETH BEAUBE	ELIZABETH BEAUBE	2015-10-14
003	2013-01-01	ELIZABETH BEAUBE	ELIZABETH BEAUBE	2014-10-15
003	2012-01-01	ELIZABETH BEAUBE
003	2011-01-01	ELIZABETH BEAUBE
003	2009-01-01	JEFF SHANKS

Plan Statistics for MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN

Measure Date Value
2016: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 98
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 96
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 102
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 103
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 91
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 10
Total of all active and inactive participants 2011-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 81
Number of retired or separated participants receiving benefits 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2016: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	98
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	96
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	102
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	103
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	91
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	10
Total of all active and inactive participants	2011-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	81
Number of retired or separated participants receiving benefits	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN

Measure	Date	Value
2016 : MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-11-30	$1,101,404
Total unrealized appreciation/depreciation of assets	2016-11-30	$1,101,404
Total transfer of assets from this plan	2016-11-30	$125,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total income from all sources (including contributions)	2016-11-30	$1,487,773
Total loss/gain on sale of assets	2016-11-30	$-371,296
Total of all expenses incurred	2016-11-30	$50,077,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-11-30	$49,917,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-11-30	$388,800
Value of total assets at end of year	2016-11-30	$0
Value of total assets at beginning of year	2016-11-30	$48,715,571
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-11-30	$160,730
Total interest from all sources	2016-11-30	$122,266
Total dividends received (eg from common stock, registered investment company shares)	2016-11-30	$246,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-11-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-11-30	$216,028
Administrative expenses professional fees incurred	2016-11-30	$67,200
Was this plan covered by a fidelity bond	2016-11-30	Yes
Value of fidelity bond cover	2016-11-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-11-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-11-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-11-30	$125,499
Total non interest bearing cash at end of year	2016-11-30	$0
Total non interest bearing cash at beginning of year	2016-11-30	$7,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Value of net income/loss	2016-11-30	$-48,590,050
Value of net assets at end of year (total assets less liabilities)	2016-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-11-30	$48,715,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-11-30	No
Were any leases to which the plan was party in default or uncollectible	2016-11-30	No
Assets. partnership/joint venture interests at end of year	2016-11-30	$0
Assets. partnership/joint venture interests at beginning of year	2016-11-30	$12,662
Investment advisory and management fees	2016-11-30	$93,530
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-11-30	$31,547,128
Interest earned on other investments	2016-11-30	$176
Income. Interest from US Government securities	2016-11-30	$55,833
Income. Interest from corporate debt instruments	2016-11-30	$63,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-11-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-11-30	$631,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-11-30	$631,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-11-30	$2,772
Asset value of US Government securities at end of year	2016-11-30	$0
Asset value of US Government securities at beginning of year	2016-11-30	$6,219,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-11-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-11-30	No
Has the plan failed to provide any benefit when due under the plan	2016-11-30	No
Contributions received in cash from employer	2016-11-30	$388,800
Income. Dividends from common stock	2016-11-30	$30,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-11-30	$49,917,093
Asset. Corporate debt instrument debt (other) at end of year	2016-11-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-11-30	$5,540,324
Assets. Corporate common stocks other than exployer securities at end of year	2016-11-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-11-30	$4,631,210
Did the plan have assets held for investment	2016-11-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-11-30	Yes
Aggregate proceeds on sale of assets	2016-11-30	$111,536,188
Aggregate carrying amount (costs) on sale of assets	2016-11-30	$111,907,484
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-11-30	Disclaimer
Accountancy firm name	2016-11-30	WARREN AVERETT, LLC
Accountancy firm EIN	2016-11-30	454084437
2015 : MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-2,006,688
Total unrealized appreciation/depreciation of assets	2015-12-31	$-2,006,688
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	$3,218,726
Total loss/gain on sale of assets	2015-12-31	$212,065
Total of all expenses incurred	2015-12-31	$4,945,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,642,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,529,802
Value of total assets at end of year	2015-12-31	$48,715,571
Value of total assets at beginning of year	2015-12-31	$50,442,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$303,342
Total interest from all sources	2015-12-31	$419,024
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,064,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$928,141
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$32,289
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$125,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$398,980
Total non interest bearing cash at end of year	2015-12-31	$7,938
Total non interest bearing cash at beginning of year	2015-12-31	$102,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,727,032
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$48,715,571
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$50,442,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$12,662
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$19,144
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$31,547,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$28,754,866
Interest on participant loans	2015-12-31	$3,092
Income. Interest from US Government securities	2015-12-31	$170,775
Income. Interest from corporate debt instruments	2015-12-31	$244,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$631,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,635,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,635,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$162
Asset value of US Government securities at end of year	2015-12-31	$6,219,283
Asset value of US Government securities at beginning of year	2015-12-31	$7,767,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,529,802
Income. Dividends from common stock	2015-12-31	$136,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,642,416
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$5,540,324
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$5,335,232
Contract administrator fees	2015-12-31	$303,342
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$4,631,210
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$6,396,386
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$30,895,743
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$30,683,678
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2015-12-31	454084437
2014 : MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-10,235,227
Total unrealized appreciation/depreciation of assets	2014-12-31	$-10,235,227
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	$7,172,170
Total loss/gain on sale of assets	2014-12-31	$201,581
Total of all expenses incurred	2014-12-31	$578,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$476,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,784,506
Value of total assets at end of year	2014-12-31	$50,442,603
Value of total assets at beginning of year	2014-12-31	$43,848,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$101,685
Total interest from all sources	2014-12-31	$471,836
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,188,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,052,261
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$32,289
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$406,900
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$398,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$154,539
Total non interest bearing cash at end of year	2014-12-31	$102,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$6,593,847
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$50,442,603
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$43,848,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$19,144
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$168,657
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$28,754,866
Interest earned on other investments	2014-12-31	$870
Income. Interest from US Government securities	2014-12-31	$213,007
Income. Interest from corporate debt instruments	2014-12-31	$257,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,635,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$4,843,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$4,843,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$205
Asset value of US Government securities at end of year	2014-12-31	$7,767,292
Asset value of US Government securities at beginning of year	2014-12-31	$15,607,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$10,760,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$4,784,506
Income. Dividends from preferred stock	2014-12-31	$-3,144
Income. Dividends from common stock	2014-12-31	$139,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$476,638
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$5,335,232
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$9,404,574
Contract administrator fees	2014-12-31	$101,685
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$6,396,386
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$13,263,662
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$59,162,434
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$58,960,853
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2014-12-31	454084437
2013 : MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$7,049,881
Expenses. Total of all expenses incurred	2013-12-31	$764,058
Benefits paid (including direct rollovers)	2013-12-31	$764,058
Total plan assets at end of year	2013-12-31	$43,848,756
Total plan assets at beginning of year	2013-12-31	$37,562,933
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$2,303,770
Net income (gross income less expenses)	2013-12-31	$6,285,823
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$43,848,756
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$37,562,933
Total contributions received or receivable from employer(s)	2013-12-31	$4,746,111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$6,479,170
Expenses. Total of all expenses incurred	2012-12-31	$76,495
Benefits paid (including direct rollovers)	2012-12-31	$76,495
Total plan assets at end of year	2012-12-31	$37,562,933
Total plan assets at beginning of year	2012-12-31	$31,160,258
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$1,533,149
Net income (gross income less expenses)	2012-12-31	$6,402,675
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$37,562,933
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$31,160,258
Total contributions received or receivable from employer(s)	2012-12-31	$4,946,021
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$5,958,272
Expenses. Total of all expenses incurred	2011-12-31	$469,678
Benefits paid (including direct rollovers)	2011-12-31	$469,678
Total plan assets at end of year	2011-12-31	$31,160,258
Total plan assets at beginning of year	2011-12-31	$25,671,664
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$1,356,557
Net income (gross income less expenses)	2011-12-31	$5,488,594
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$31,160,258
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$25,671,664
Total contributions received or receivable from employer(s)	2011-12-31	$4,601,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$5,064,301
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$25,671,664
Total plan assets at beginning of year	2010-12-31	$20,607,363
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Other income received	2010-12-31	$1,028,071
Net income (gross income less expenses)	2010-12-31	$5,064,301
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$25,671,664
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$20,607,363
Total contributions received or receivable from employer(s)	2010-12-31	$4,036,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN

2016: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MAYNARD, COOPER & GALE, P.C. CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	MAYNARD NEXSEN PC
Employer identification number (EIN):	630864426
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers