A. GERARD CASWELL APLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN
401k plan membership statisitcs for A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 1 |
| 2018: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| 2017: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| 2016: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| 2015: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| 2014: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| 2013: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 1 |
| 2012: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 1 |
| 2011: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| 2009: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 1 |
| Number of participants with account balances | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2019 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $38,540 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $30,000 |
| Total plan assets at end of year | 2019-12-31 | $470,635 |
| Total plan assets at beginning of year | 2019-12-31 | $509,175 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $3,500 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $8,540 |
| Net income (gross income less expenses) | 2019-12-31 | $-38,540 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $470,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $509,175 |
| Assets. Value of participant loans | 2019-12-31 | $12,000 |
| 2018 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $96,645 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $30,500 |
| Total plan assets at end of year | 2018-12-31 | $509,175 |
| Total plan assets at beginning of year | 2018-12-31 | $605,820 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $66,145 |
| Net income (gross income less expenses) | 2018-12-31 | $-96,645 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $509,175 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $605,820 |
| 2017 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $66,032 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $38,200 |
| Total plan assets at end of year | 2017-12-31 | $605,820 |
| Total plan assets at beginning of year | 2017-12-31 | $671,852 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $27,832 |
| Net income (gross income less expenses) | 2017-12-31 | $-66,032 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $605,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $671,852 |
| 2016 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $44,709 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $40,500 |
| Total plan assets at end of year | 2016-12-31 | $671,852 |
| Total plan assets at beginning of year | 2016-12-31 | $716,561 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $4,209 |
| Net income (gross income less expenses) | 2016-12-31 | $-44,709 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $671,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $716,561 |
| 2015 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $47,021 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $32,500 |
| Total plan assets at end of year | 2015-12-31 | $716,561 |
| Total plan assets at beginning of year | 2015-12-31 | $763,582 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $14,521 |
| Net income (gross income less expenses) | 2015-12-31 | $-47,021 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $716,561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $763,582 |
| 2014 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $26,296 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $40,000 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $40,000 |
| Total plan assets at end of year | 2014-12-31 | $763,582 |
| Total plan assets at beginning of year | 2014-12-31 | $777,286 |
| Other income received | 2014-12-31 | $26,296 |
| Net income (gross income less expenses) | 2014-12-31 | $-13,704 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $763,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $777,286 |
| 2013 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $63,351 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $45,000 |
| Total plan assets at end of year | 2013-12-31 | $777,286 |
| Total plan assets at beginning of year | 2013-12-31 | $840,637 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $18,351 |
| Net income (gross income less expenses) | 2013-12-31 | $-63,351 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $777,286 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $840,637 |
| 2012 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $-38,747 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $41,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $41,000 |
| Total plan assets at end of year | 2012-12-31 | $840,637 |
| Total plan assets at beginning of year | 2012-12-31 | $879,384 |
| Other income received | 2012-12-31 | $-38,747 |
| Net income (gross income less expenses) | 2012-12-31 | $-79,747 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $840,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $879,384 |
| 2011 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-20,772 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $33,972 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $33,972 |
| Total plan assets at end of year | 2011-12-31 | $879,384 |
| Total plan assets at beginning of year | 2011-12-31 | $900,156 |
| Other income received | 2011-12-31 | $-20,772 |
| Net income (gross income less expenses) | 2011-12-31 | $-54,744 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $879,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $900,156 |
| 2010 : A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $20,278 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $36,500 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $36,500 |
| Total plan assets at end of year | 2010-12-31 | $900,156 |
| Total plan assets at beginning of year | 2010-12-31 | $879,878 |
| Other income received | 2010-12-31 | $20,278 |
| Net income (gross income less expenses) | 2010-12-31 | $-16,222 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $900,156 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $879,878 |
| 2019: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING 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 | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 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: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING 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: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING 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: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING 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: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING 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: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING 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: A. FRANK MCGEE & ASSOCIATES APLC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 |
