401k Plan data: CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN plan

CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 401k Plan overview

Plan Name	CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN
Plan identification number	001

CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CRADY, JEWETT & MCCULLEY, LLP has sponsored the creation of one or more 401k plans.

Company Name: CRADY, JEWETT & MCCULLEY, LLP

Employer identification number (EIN): 741966745

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 VICKI L DOYEN 2023-10-11 VICKI L. DOYEN 2023-10-11
001 2021-01-01 VICKI L DOYEN 2022-10-10 VICKI L DOYEN 2022-10-10
001 2020-01-01 VICKI L. DOYEN 2021-08-02 VICKI L. DOYEN 2021-08-02
001 2019-01-01 VICKI L. DOYEN 2020-10-14 VICKI L. DOYEN 2020-10-14
001 2018-01-01 AMY M HECKMAN 2020-01-29 AMY M HECKMAN 2020-01-29
001 2017-01-01 AMY M. HECKMAN 2018-10-12 AMY HECKMAN 2018-10-12
001 2016-01-01 JOHANNA LACHANCE 2018-01-30
001 2015-01-01 JOHANNA LACHANCE
001 2014-01-01 JOHANNA LACHANCE
001 2014-01-01 JOHANNA LACHANCE
001 2013-01-01 JOHANNA LACHANCE JOHANNA LACHANCE 2014-10-14
001 2012-01-01 EMILY STRUNK ERPA 000777 2013-10-12 EMILY STRUNK ERPA 000777 2013-10-12
001 2011-01-01 JIM STONE 2012-06-28
001 2010-01-01 EMILY STRUNK 2011-08-25 EMILY STRUNK 2011-08-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	VICKI L DOYEN	2023-10-11	VICKI L. DOYEN	2023-10-11
001	2021-01-01	VICKI L DOYEN	2022-10-10	VICKI L DOYEN	2022-10-10
001	2020-01-01	VICKI L. DOYEN	2021-08-02	VICKI L. DOYEN	2021-08-02
001	2019-01-01	VICKI L. DOYEN	2020-10-14	VICKI L. DOYEN	2020-10-14
001	2018-01-01	AMY M HECKMAN	2020-01-29	AMY M HECKMAN	2020-01-29
001	2017-01-01	AMY M. HECKMAN	2018-10-12	AMY HECKMAN	2018-10-12
001	2016-01-01	JOHANNA LACHANCE	2018-01-30
001	2015-01-01	JOHANNA LACHANCE
001	2014-01-01	JOHANNA LACHANCE
001	2014-01-01	JOHANNA LACHANCE
001	2013-01-01	JOHANNA LACHANCE		JOHANNA LACHANCE	2014-10-14
001	2012-01-01	EMILY STRUNK ERPA 000777	2013-10-12	EMILY STRUNK ERPA 000777	2013-10-12
001	2011-01-01	JIM STONE	2012-06-28
001	2010-01-01	EMILY STRUNK	2011-08-25	EMILY STRUNK	2011-08-25

Plan Statistics for CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN

401k plan membership statisitcs for CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN

Measure Date Value
2015: CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 44
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 53
Number of participants with account balances 2015-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
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 9
Total of all active and inactive participants 2014-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 52
Number of participants with account balances 2014-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
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 8
Total of all active and inactive participants 2013-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 52
Number of participants with account balances 2013-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	44
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	53
Number of participants with account balances	2015-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
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	9
Total of all active and inactive participants	2014-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	52
Number of participants with account balances	2014-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
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	8
Total of all active and inactive participants	2013-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	52
Number of participants with account balances	2013-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN

Measure	Date	Value
2015 : CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-139,098
Expenses. Total of all expenses incurred	2015-12-31	$762,939
Benefits paid (including direct rollovers)	2015-12-31	$762,149
Total plan assets at end of year	2015-12-31	$12,641,388
Total plan assets at beginning of year	2015-12-31	$13,543,425
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$473,320
Contributions received from other sources (not participants or employers)	2015-12-31	$18,947
Other income received	2015-12-31	$-1,021,491
Net income (gross income less expenses)	2015-12-31	$-902,037
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$12,641,388
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$13,543,425
Assets. Value of participant loans	2015-12-31	$48,515
Total contributions received or receivable from employer(s)	2015-12-31	$390,126
Value of corrective distributions	2015-12-31	$790
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,025,855
Expenses. Total of all expenses incurred	2014-12-31	$100,774
Benefits paid (including direct rollovers)	2014-12-31	$100,774
Total plan assets at end of year	2014-12-31	$13,543,425
Total plan assets at beginning of year	2014-12-31	$12,618,344
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$384,220
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$261,446
Net income (gross income less expenses)	2014-12-31	$925,081
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$13,543,425
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,618,344
Assets. Value of participant loans	2014-12-31	$55,526
Total contributions received or receivable from employer(s)	2014-12-31	$380,189
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,646,390
Expenses. Total of all expenses incurred	2013-12-31	$462,562
Benefits paid (including direct rollovers)	2013-12-31	$462,562
Total plan assets at end of year	2013-12-31	$12,618,344
Total plan assets at beginning of year	2013-12-31	$10,434,516
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$361,785
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,972,617
Net income (gross income less expenses)	2013-12-31	$2,183,828
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,618,344
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$10,434,516
Assets. Value of participant loans	2013-12-31	$42,995
Total contributions received or receivable from employer(s)	2013-12-31	$311,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0

Form 5500 Responses for CRADY, JEWETT & MCCULLEY, LLP 401(K) PLAN

2015: CRADY, JEWETT & MCCULLEY, LLP 401(K) 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: CRADY, JEWETT & MCCULLEY, LLP 401(K) 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: CRADY, JEWETT & MCCULLEY, LLP 401(K) 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

Potentially related plans

CRADY, JEWETT, MCCULLEY, LLP 401K PLAN [EIN = 480689544]

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Company Name:	CRADY, JEWETT & MCCULLEY, LLP
Employer identification number (EIN):	741966745
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers