401k Plan data: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST plan

MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 401k Plan overview

Plan Name	MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST
Plan identification number	001

MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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.
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.
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.

401k Sponsoring company profile

MCCONNELL, JONES, LANIER & MURPHY LLP has sponsored the creation of one or more 401k plans.

Company Name: MCCONNELL, JONES, LANIER & MURPHY LLP

Employer identification number (EIN): 760594870

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TRACI GHOLSON 2018-10-05
001 2016-01-01 TRACI D GHOLSON TRACI D GHOLSON 2017-11-21
001 2015-01-01 JOYCE BARRETT
001 2014-01-01 JOYCE BARRETT JOYCE BARRETT 2015-10-14
001 2013-01-01 JOYCE BARRETT
001 2011-01-01 JOYCE BARRETT 2012-07-16
001 2010-01-01 JOYCE BARRETT 2011-11-17
001 2009-01-01 JOYCE BARRETT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TRACI GHOLSON	2018-10-05
001	2016-01-01	TRACI D GHOLSON		TRACI D GHOLSON	2017-11-21
001	2015-01-01	JOYCE BARRETT
001	2014-01-01	JOYCE BARRETT		JOYCE BARRETT	2015-10-14
001	2013-01-01	JOYCE BARRETT
001	2011-01-01	JOYCE BARRETT	2012-07-16
001	2010-01-01	JOYCE BARRETT	2011-11-17
001	2009-01-01	JOYCE BARRETT

Plan Statistics for MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

401k plan membership statisitcs for MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

Measure Date Value
2023: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 23
Total participants 2022-01-01 23
Number of participants with account balances 2022-01-01 18
2021: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 29
Total participants 2020-01-01 29
Number of participants with account balances 2020-01-01 24
2019: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 33
Number of participants with account balances 2019-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 41
Number of participants with account balances 2018-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2016: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 190
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 217
Number of participants with account balances 2016-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 300
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 318
Number of participants with account balances 2015-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 298
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 316
Number of participants with account balances 2014-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 201
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 20
Total of all active and inactive participants 2013-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 221
Number of participants with account balances 2013-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 117
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 129
Number of participants with account balances 2009-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	23
Total participants	2022-01-01	23
Number of participants with account balances	2022-01-01	18
2021: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	29
Total participants	2020-01-01	29
Number of participants with account balances	2020-01-01	24
2019: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	33
Number of participants with account balances	2019-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	41
Number of participants with account balances	2018-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2016: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	190
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	217
Number of participants with account balances	2016-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	300
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	318
Number of participants with account balances	2015-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	298
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	316
Number of participants with account balances	2014-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	201
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	20
Total of all active and inactive participants	2013-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	221
Number of participants with account balances	2013-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	117
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	129
Number of participants with account balances	2009-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

Measure	Date	Value
2023 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2023 401k financial data
Transfers to/from the plan	2023-07-13	$0
Total plan liabilities at end of year	2023-07-13	$0
Total plan liabilities at beginning of year	2023-07-13	$0
Total income from all sources	2023-07-13	$30,375
Expenses. Total of all expenses incurred	2023-07-13	$599,725
Benefits paid (including direct rollovers)	2023-07-13	$597,598
Total plan assets at end of year	2023-07-13	$0
Total plan assets at beginning of year	2023-07-13	$569,350
Value of fidelity bond covering the plan	2023-07-13	$500,000
Total contributions received or receivable from participants	2023-07-13	$0
Expenses. Other expenses not covered elsewhere	2023-07-13	$0
Contributions received from other sources (not participants or employers)	2023-07-13	$0
Other income received	2023-07-13	$30,375
Noncash contributions received	2023-07-13	$0
Net income (gross income less expenses)	2023-07-13	$-569,350
Net plan assets at end of year (total assets less liabilities)	2023-07-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-07-13	$569,350
Total contributions received or receivable from employer(s)	2023-07-13	$0
Value of certain deemed distributions of participant loans	2023-07-13	$0
Value of corrective distributions	2023-07-13	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-07-13	$2,127
2022 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-101,985
Expenses. Total of all expenses incurred	2022-12-31	$77,443
Benefits paid (including direct rollovers)	2022-12-31	$73,655
Total plan assets at end of year	2022-12-31	$569,350
Total plan assets at beginning of year	2022-12-31	$748,778
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$6,876
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-112,140
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-179,428
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$569,350
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$748,778
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$3,279
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,788
2021 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-1,835,825
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$120,575
Expenses. Total of all expenses incurred	2021-12-31	$37,512
Benefits paid (including direct rollovers)	2021-12-31	$28,604
Total plan assets at end of year	2021-12-31	$748,778
Total plan assets at beginning of year	2021-12-31	$2,501,540
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$11,911
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$102,708
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$83,063
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$748,778
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,501,540
Assets. Value of participant loans	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$5,956
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,908
2020 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$462,897
Expenses. Total of all expenses incurred	2020-12-31	$249,084
Benefits paid (including direct rollovers)	2020-12-31	$234,145
Total plan assets at end of year	2020-12-31	$2,501,540
Total plan assets at beginning of year	2020-12-31	$2,287,727
Value of fidelity bond covering the plan	2020-12-31	$300,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$49,914
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$389,580
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$213,813
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,501,540
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,287,727
Assets. Value of participant loans	2020-12-31	$39,961
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$23,403
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,939
2019 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$601,675
Expenses. Total of all expenses incurred	2019-12-31	$654,461
Benefits paid (including direct rollovers)	2019-12-31	$638,488
Total plan assets at end of year	2019-12-31	$2,287,727
Total plan assets at beginning of year	2019-12-31	$2,340,513
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$68,207
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$505,942
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-52,786
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,287,727
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,340,513
Assets. Value of participant loans	2019-12-31	$48,708
Total contributions received or receivable from employer(s)	2019-12-31	$27,526
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,973
2018 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$37,664
Expenses. Total of all expenses incurred	2018-12-31	$405,549
Benefits paid (including direct rollovers)	2018-12-31	$389,711
Total plan assets at end of year	2018-12-31	$2,340,513
Total plan assets at beginning of year	2018-12-31	$2,708,398
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$82,320
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-80,725
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-367,885
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,340,513
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,708,398
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$36,069
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$15,838
2016 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$560,842
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$223,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$222,078
Expenses. Certain deemed distributions of participant loans	2016-12-31	$603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$385,401
Value of total assets at end of year	2016-12-31	$2,623,427
Value of total assets at beginning of year	2016-12-31	$2,286,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,050
Total interest from all sources	2016-12-31	$2,057
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$65,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$65,027
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$229,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$223,354
Participant contributions at end of year	2016-12-31	$27,016
Participant contributions at beginning of year	2016-12-31	$53,323
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$48,355
Administrative expenses (other) incurred	2016-12-31	$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$337,111
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,623,427
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,286,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,596,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,232,993
Interest on participant loans	2016-12-31	$2,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$108,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$113,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$222,078
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DAVID P. CHANEY CPA P.C.
Accountancy firm EIN	2016-12-31	260010591
2015 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
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	$326,767
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$95,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$94,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$349,476
Value of total assets at end of year	2015-12-31	$2,286,316
Value of total assets at beginning of year	2015-12-31	$2,055,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,125
Total interest from all sources	2015-12-31	$3,017
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$86,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$86,934
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$206,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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
Contributions received from participants	2015-12-31	$207,330
Participant contributions at end of year	2015-12-31	$53,323
Participant contributions at beginning of year	2015-12-31	$65,546
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$37,305
Administrative expenses (other) incurred	2015-12-31	$1,125
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	$231,250
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,286,316
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,055,066
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,232,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,989,520
Interest on participant loans	2015-12-31	$3,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-112,660
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	$104,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$94,392
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
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	DAVID P. CHANEY CPA P.C.
Accountancy firm EIN	2015-12-31	260010591
2014 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
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	$528,146
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$424,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$418,557
Expenses. Certain deemed distributions of participant loans	2014-12-31	$3,172
Value of total corrective distributions	2014-12-31	$532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$345,109
Value of total assets at end of year	2014-12-31	$2,055,066
Value of total assets at beginning of year	2014-12-31	$1,951,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,550
Total interest from all sources	2014-12-31	$3,110
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$97,296
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	$97,296
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$196,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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
Contributions received from participants	2014-12-31	$189,727
Participant contributions at end of year	2014-12-31	$65,546
Participant contributions at beginning of year	2014-12-31	$67,059
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$54,667
Administrative expenses (other) incurred	2014-12-31	$2,550
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	$103,335
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,055,066
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,951,731
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,989,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,884,672
Interest on participant loans	2014-12-31	$3,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$82,631
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	$100,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$418,557
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
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	DAVID P. CHANEY CPA P.C.
Accountancy firm EIN	2014-12-31	260010591
2013 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$2,140,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$740,313
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$241,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$238,582
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$291,179
Value of total assets at end of year	2013-12-31	$1,951,731
Value of total assets at beginning of year	2013-12-31	$3,593,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,125
Total interest from all sources	2013-12-31	$4,505
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$47,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$47,608
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$360,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$189,404
Participant contributions at end of year	2013-12-31	$67,059
Participant contributions at beginning of year	2013-12-31	$107,428
Other income not declared elsewhere	2013-12-31	$89
Administrative expenses (other) incurred	2013-12-31	$2,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$498,528
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,951,731
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,593,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,884,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,485,794
Interest on participant loans	2013-12-31	$4,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$396,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$101,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$238,582
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	NAGESH & CARTER PLLC
Accountancy firm EIN	2013-12-31	202054974
2009 : MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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 MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST

2023: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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
2016: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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
2009: MCCONNELL, JONES, LANIER & MURPHY 401(K) P S PLAN & TRUST 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:	MCCONNELL, JONES, LANIER & MURPHY LLP
Employer identification number (EIN):	760594870
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants