401k Plan data: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN plan

HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 401k Plan overview

Plan Name	HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN
Plan identification number	001

HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

HEAD MAXWELL & MCKENNA PC has sponsored the creation of one or more 401k plans.

Company Name: HEAD MAXWELL & MCKENNA PC

Employer identification number (EIN): 760354302

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JOHN R MCKENNA JR 2019-10-15
001 2017-01-01 JOHN R. MCKENNA, JR. 2018-07-29 JOHN R. MCKENNA, JR. 2018-07-29
001 2016-01-01 JOHN R. MCKENNA, JR. 2017-09-22 JOHN R. MCKENNA, JR. 2017-09-22
001 2015-01-01 JOHN R. MCKENNA, JR. 2016-07-28 JOHN R. MCKENNA, JR. 2016-07-28
001 2014-01-01 JOHN R MCKENNA JR
001 2013-01-01 JOHN R MCKENNA JR
001 2012-01-01 JOHN R MCKENNA JR
001 2011-01-01 JOHN R MCKENNA JR
001 2009-01-01 JOHN R MCKENNA JR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	JOHN R MCKENNA JR	2019-10-15
001	2017-01-01	JOHN R. MCKENNA, JR.	2018-07-29	JOHN R. MCKENNA, JR.	2018-07-29
001	2016-01-01	JOHN R. MCKENNA, JR.	2017-09-22	JOHN R. MCKENNA, JR.	2017-09-22
001	2015-01-01	JOHN R. MCKENNA, JR.	2016-07-28	JOHN R. MCKENNA, JR.	2016-07-28
001	2014-01-01	JOHN R MCKENNA JR
001	2013-01-01	JOHN R MCKENNA JR
001	2012-01-01	JOHN R MCKENNA JR
001	2011-01-01	JOHN R MCKENNA JR
001	2009-01-01	JOHN R MCKENNA JR

Plan Statistics for HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN

401k plan membership statisitcs for HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN

Measure Date Value
2014: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
2013: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
2012: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2009: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2014: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
2013: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
2012: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2009: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN

Measure	Date	Value
2014 : HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$377,536
Expenses. Total of all expenses incurred	2014-12-31	$587
Total plan assets at end of year	2014-12-31	$3,051,925
Total plan assets at beginning of year	2014-12-31	$2,674,976
Value of fidelity bond covering the plan	2014-12-31	$275,000
Total contributions received or receivable from participants	2014-12-31	$81,945
Other income received	2014-12-31	$226,897
Net income (gross income less expenses)	2014-12-31	$376,949
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,051,925
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,674,976
Total contributions received or receivable from employer(s)	2014-12-31	$68,694
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$587
2013 : HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$504,154
Expenses. Total of all expenses incurred	2013-12-31	$671
Total plan assets at end of year	2013-12-31	$2,674,976
Total plan assets at beginning of year	2013-12-31	$2,171,493
Value of fidelity bond covering the plan	2013-12-31	$275,000
Total contributions received or receivable from participants	2013-12-31	$79,621
Other income received	2013-12-31	$360,956
Net income (gross income less expenses)	2013-12-31	$503,483
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,674,976
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,171,493
Total contributions received or receivable from employer(s)	2013-12-31	$63,577
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$671
2012 : HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING 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	$1,272
Total income from all sources	2012-12-31	$284,302
Expenses. Total of all expenses incurred	2012-12-31	$248
Total plan assets at end of year	2012-12-31	$2,171,493
Total plan assets at beginning of year	2012-12-31	$1,888,711
Value of fidelity bond covering the plan	2012-12-31	$180,000
Total contributions received or receivable from participants	2012-12-31	$78,116
Other income received	2012-12-31	$140,935
Net income (gross income less expenses)	2012-12-31	$284,054
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,171,493
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,887,439
Total contributions received or receivable from employer(s)	2012-12-31	$65,251
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$248
2011 : HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,272
Total income from all sources	2011-12-31	$158,615
Expenses. Total of all expenses incurred	2011-12-31	$106,888
Benefits paid (including direct rollovers)	2011-12-31	$106,638
Total plan assets at end of year	2011-12-31	$1,888,711
Total plan assets at beginning of year	2011-12-31	$1,835,712
Value of fidelity bond covering the plan	2011-12-31	$180,000
Total contributions received or receivable from participants	2011-12-31	$86,424
Other income received	2011-12-31	$11,943
Net income (gross income less expenses)	2011-12-31	$51,727
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,887,439
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,835,712
Total contributions received or receivable from employer(s)	2011-12-31	$60,248
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$250
2010 : HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$256,926
Expenses. Total of all expenses incurred	2010-12-31	$202
Total plan assets at end of year	2010-12-31	$1,835,712
Total plan assets at beginning of year	2010-12-31	$1,578,988
Value of fidelity bond covering the plan	2010-12-31	$180,000
Total contributions received or receivable from participants	2010-12-31	$84,921
Other income received	2010-12-31	$113,303
Net income (gross income less expenses)	2010-12-31	$256,724
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,835,712
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,578,988
Total contributions received or receivable from employer(s)	2010-12-31	$58,702
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$202

Form 5500 Responses for HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN

2014: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HEAD MAXWELL & MCKENNA PC 401 K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

HEAD MAXWELL & MCKENNA LLP 401(K) PROFIT SHARING [EIN = 832933734]

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Company Name:	HEAD MAXWELL & MCKENNA PC
Employer identification number (EIN):	760354302
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants