401k Plan data: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP plan

B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 401k Plan overview

Plan Name	B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP
Plan identification number	002

B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

B R MCGINTY MECHANICAL CONTRACTORS CO. has sponsored the creation of one or more 401k plans.

Company Name: B R MCGINTY MECHANICAL CONTRACTORS CO.

Employer identification number (EIN): 710417071

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-08-01
002 2014-08-01
002 2013-08-01
002 2012-08-01 BILLY D. MCGINTY
002 2011-08-01 CHUCK MCGINTY
002 2010-08-01 WAYNE MCGINTY
002 2009-08-01 CHUCK MCGINTY
002 2008-08-01

Plan Statistics for B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP

401k plan membership statisitcs for B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP

Measure Date Value
2013: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2013 401k membership
Total participants, beginning-of-year 2013-08-01 163
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 0
Number of other retired or separated participants entitled to future benefits 2013-08-01 33
Total of all active and inactive participants 2013-08-01 33
Total participants 2013-08-01 33
Number of participants with account balances 2013-08-01 33
2012: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2012 401k membership
Total participants, beginning-of-year 2012-08-01 90
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 44
Number of other retired or separated participants entitled to future benefits 2012-08-01 117
Total of all active and inactive participants 2012-08-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 2
Total participants 2012-08-01 163
Number of participants with account balances 2012-08-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2011 401k membership
Total participants, beginning-of-year 2011-08-01 88
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 55
Number of other retired or separated participants entitled to future benefits 2011-08-01 35
Total of all active and inactive participants 2011-08-01 90
Total participants 2011-08-01 90
Number of participants with account balances 2011-08-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 4
2010: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2010 401k membership
Total participants, beginning-of-year 2010-08-01 87
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 56
Number of other retired or separated participants entitled to future benefits 2010-08-01 32
Total of all active and inactive participants 2010-08-01 88
Total participants 2010-08-01 88
Number of participants with account balances 2010-08-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-08-01 15
2009: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2009 401k membership
Total participants, beginning-of-year 2009-08-01 86
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 57
Number of other retired or separated participants entitled to future benefits 2009-08-01 32
Total of all active and inactive participants 2009-08-01 89
Total participants 2009-08-01 89
Number of participants with account balances 2009-08-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 20

Measure	Date	Value
2013: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2013 401k membership
Total participants, beginning-of-year	2013-08-01	163
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	0
Number of other retired or separated participants entitled to future benefits	2013-08-01	33
Total of all active and inactive participants	2013-08-01	33
Total participants	2013-08-01	33
Number of participants with account balances	2013-08-01	33
2012: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2012 401k membership
Total participants, beginning-of-year	2012-08-01	90
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	44
Number of other retired or separated participants entitled to future benefits	2012-08-01	117
Total of all active and inactive participants	2012-08-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	2
Total participants	2012-08-01	163
Number of participants with account balances	2012-08-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2011 401k membership
Total participants, beginning-of-year	2011-08-01	88
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	55
Number of other retired or separated participants entitled to future benefits	2011-08-01	35
Total of all active and inactive participants	2011-08-01	90
Total participants	2011-08-01	90
Number of participants with account balances	2011-08-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	4
2010: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2010 401k membership
Total participants, beginning-of-year	2010-08-01	87
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	56
Number of other retired or separated participants entitled to future benefits	2010-08-01	32
Total of all active and inactive participants	2010-08-01	88
Total participants	2010-08-01	88
Number of participants with account balances	2010-08-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-08-01	15
2009: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2009 401k membership
Total participants, beginning-of-year	2009-08-01	86
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	57
Number of other retired or separated participants entitled to future benefits	2009-08-01	32
Total of all active and inactive participants	2009-08-01	89
Total participants	2009-08-01	89
Number of participants with account balances	2009-08-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	20

Financial Data on B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP

Measure	Date	Value
2014 : B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$2,666
Total income from all sources (including contributions)	2014-07-31	$28
Total of all expenses incurred	2014-07-31	$1,218,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-07-31	$1,218,417
Value of total assets at end of year	2014-07-31	$42,952
Value of total assets at beginning of year	2014-07-31	$1,264,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-07-31	$0
Was this plan covered by a fidelity bond	2014-07-31	Yes
Value of fidelity bond cover	2014-07-31	$5,000
If this is an individual account plan, was there a blackout period	2014-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-07-31	No
Liabilities. Value of operating payables at end of year	2014-07-31	$0
Liabilities. Value of operating payables at beginning of year	2014-07-31	$2,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-07-31	No
Value of net income/loss	2014-07-31	$-1,218,389
Value of net assets at end of year (total assets less liabilities)	2014-07-31	$42,952
Value of net assets at beginning of year (total assets less liabilities)	2014-07-31	$1,261,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-07-31	No
Were any leases to which the plan was party in default or uncollectible	2014-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-07-31	$42,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-07-31	$1,264,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-07-31	$28
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-07-31	No
Was there a failure to transmit to the plan any participant contributions	2014-07-31	No
Has the plan failed to provide any benefit when due under the plan	2014-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-07-31	$1,218,417
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-07-31	No
Did the plan have assets held for investment	2014-07-31	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	2014-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-07-31	No
Opinion of an independent qualified public accountant for this plan	2014-07-31	Unqualified
Accountancy firm name	2014-07-31	THOMAS & THOMAS, LLP
Accountancy firm EIN	2014-07-31	710271741
2013 : B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2013 401k financial data
Total plan liabilities at end of year	2013-07-31	$2,666
Total income from all sources	2013-07-31	$-145,168
Expenses. Total of all expenses incurred	2013-07-31	$5,766
Total plan assets at end of year	2013-07-31	$1,264,007
Total plan assets at beginning of year	2013-07-31	$1,412,275
Value of fidelity bond covering the plan	2013-07-31	$180,000
Other income received	2013-07-31	$-145,168
Net income (gross income less expenses)	2013-07-31	$-150,934
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$1,261,341
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$1,412,275
Assets. Value of employer securities	2013-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-07-31	$5,766
2012 : B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2012 401k financial data
Total income from all sources	2012-07-31	$279,300
Total plan assets at end of year	2012-07-31	$1,412,275
Total plan assets at beginning of year	2012-07-31	$1,132,975
Value of fidelity bond covering the plan	2012-07-31	$180,000
Other income received	2012-07-31	$279,300
Net income (gross income less expenses)	2012-07-31	$279,300
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$1,412,275
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$1,132,975
Assets. Value of employer securities	2012-07-31	$1,412,100
2011 : B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2011 401k financial data
Total plan liabilities at beginning of year	2011-07-31	$343,078
Total income from all sources	2011-07-31	$459,656
Expenses. Total of all expenses incurred	2011-07-31	$45,778
Benefits paid (including direct rollovers)	2011-07-31	$15,453
Total plan assets at end of year	2011-07-31	$1,132,975
Total plan assets at beginning of year	2011-07-31	$1,062,175
Value of fidelity bond covering the plan	2011-07-31	$180,000
Expenses. Other expenses not covered elsewhere	2011-07-31	$30,325
Other income received	2011-07-31	$70,800
Net income (gross income less expenses)	2011-07-31	$413,878
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$1,132,975
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$719,097
Assets. Value of employer securities	2011-07-31	$1,132,800
Total contributions received or receivable from employer(s)	2011-07-31	$388,856
2010 : B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2010 401k financial data
Total plan liabilities at end of year	2010-07-31	$343,078
Total plan liabilities at beginning of year	2010-07-31	$728,277
Total income from all sources	2010-07-31	$353,272
Expenses. Total of all expenses incurred	2010-07-31	$64,373
Total plan assets at end of year	2010-07-31	$1,062,175
Total plan assets at beginning of year	2010-07-31	$1,158,475
Value of fidelity bond covering the plan	2010-07-31	$180,000
Expenses. Other expenses not covered elsewhere	2010-07-31	$64,373
Other income received	2010-07-31	$-96,300
Net income (gross income less expenses)	2010-07-31	$288,899
Net plan assets at end of year (total assets less liabilities)	2010-07-31	$719,097
Net plan assets at beginning of year (total assets less liabilities)	2010-07-31	$430,198
Assets. Value of employer securities	2010-07-31	$1,062,000
Total contributions received or receivable from employer(s)	2010-07-31	$449,572
2009 : B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2009 401k financial data
Total plan liabilities at end of year	2009-07-31	$728,277
Total plan liabilities at beginning of year	2009-07-31	$1,082,193
Total income from all sources	2009-07-31	$698,575
Expenses. Total of all expenses incurred	2009-07-31	$95,656
Total plan assets at end of year	2009-07-31	$1,158,475
Total plan assets at beginning of year	2009-07-31	$909,472
Value of fidelity bond covering the plan	2009-07-31	$180,000
Expenses. Other expenses not covered elsewhere	2009-07-31	$95,656
Other income received	2009-07-31	$249,003
Net income (gross income less expenses)	2009-07-31	$602,919
Net plan assets at end of year (total assets less liabilities)	2009-07-31	$430,198
Net plan assets at beginning of year (total assets less liabilities)	2009-07-31	$-172,721
Assets. Value of employer securities	2009-07-31	$1,158,300
Total contributions received or receivable from employer(s)	2009-07-31	$449,572
2008 : B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2008 401k financial data
Total plan liabilities at end of year	2008-07-31	$1,082,193
Total plan liabilities at beginning of year	2008-07-31	$1,407,366
Total income from all sources	2008-07-31	$-389,936
Expenses. Total of all expenses incurred	2008-07-31	$124,398
Total plan assets at end of year	2008-07-31	$909,472
Total plan assets at beginning of year	2008-07-31	$1,748,979
Value of fidelity bond covering the plan	2008-07-31	$180,000
Expenses. Other expenses not covered elsewhere	2008-07-31	$124,398
Other income received	2008-07-31	$-839,508
Net income (gross income less expenses)	2008-07-31	$-514,334
Net plan assets at end of year (total assets less liabilities)	2008-07-31	$-172,721
Net plan assets at beginning of year (total assets less liabilities)	2008-07-31	$341,613
Assets. Value of employer securities	2008-07-31	$909,300
Total contributions received or receivable from employer(s)	2008-07-31	$449,572
2007 : B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2007 401k financial data
Total plan liabilities at end of year	2007-07-31	$1,407,366
Total income from all sources	2007-07-31	$449,672
Expenses. Total of all expenses incurred	2007-07-31	$108,059
Total plan assets at end of year	2007-07-31	$1,748,979
Value of fidelity bond covering the plan	2007-07-31	$180,000
Expenses. Other expenses not covered elsewhere	2007-07-31	$108,059
Net income (gross income less expenses)	2007-07-31	$341,613
Net plan assets at end of year (total assets less liabilities)	2007-07-31	$341,613
Assets. Value of employer securities	2007-07-31	$1,748,879
Total contributions received or receivable from employer(s)	2007-07-31	$449,672

Form 5500 Responses for B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP

2013: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	This submission is the final filing	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes
2008: B.R. MCGINTY MECHANICAL CONTRACTORS, INC. ESOP 2008 form 5500 responses
2008-08-01	Type of plan entity	Single employer plan
2008-08-01	Submission has been amended	Yes
2008-08-01	This submission is the final filing	No
2008-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-08-01	Plan is a collectively bargained plan	No

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Company Name:	B R MCGINTY MECHANICAL CONTRACTORS CO.
Employer identification number (EIN):	710417071
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Plan id#	Filing Submission Date	Name of Administrator
002	2015-08-01
002	2014-08-01
002	2013-08-01
002	2012-08-01	BILLY D. MCGINTY
002	2011-08-01	CHUCK MCGINTY
002	2010-08-01	WAYNE MCGINTY
002	2009-08-01	CHUCK MCGINTY
002	2008-08-01