401k Plan data: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN plan

YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN
Plan identification number	001

YANARI WATSON MCGAUGHEY PC PROFIT SHARING 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.
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

YANARI WATSON MCGAUGHEY PC has sponsored the creation of one or more 401k plans.

Company Name: YANARI WATSON MCGAUGHEY PC

Employer identification number (EIN): 840805144

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 RANDY WATSON 2020-02-19 RANDY WATSON 2020-02-19
001 2018-01-01 RANDY WATSON 2019-10-15
001 2017-01-01
001 2017-01-01 RANDY WATSON 2019-10-15
001 2016-05-01 G. LANCE MCGAUGHEY
001 2015-05-01 G. LANCE MCGAUGHEY
001 2014-05-01 G. LANCE MCGAUGHEY
001 2012-05-01 G. LANCE MCGAUGHEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	RANDY WATSON	2020-02-19	RANDY WATSON	2020-02-19
001	2018-01-01	RANDY WATSON	2019-10-15
001	2017-01-01
001	2017-01-01	RANDY WATSON	2019-10-15
001	2016-05-01	G. LANCE MCGAUGHEY
001	2015-05-01	G. LANCE MCGAUGHEY
001	2014-05-01	G. LANCE MCGAUGHEY
001	2012-05-01	G. LANCE MCGAUGHEY

Plan Statistics for YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

401k plan membership statisitcs for YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

Measure Date Value
2019: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 3
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 0
2018: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 10
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 3
2017: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 3
2016: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 10
Number of retired or separated participants receiving benefits 2016-05-01 8
Total of all active and inactive participants 2016-05-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-05-01 1
Total participants 2016-05-01 19
Number of participants with account balances 2016-05-01 19
2015: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 10
Number of retired or separated participants receiving benefits 2015-05-01 6
Total of all active and inactive participants 2015-05-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 1
Total participants 2015-05-01 17
Number of participants with account balances 2015-05-01 17
2014: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 14
Number of retired or separated participants receiving benefits 2014-05-01 1
Number of other retired or separated participants entitled to future benefits 2014-05-01 0
Total of all active and inactive participants 2014-05-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 1
Total participants 2014-05-01 16
Number of participants with account balances 2014-05-01 14
2012: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 12
Number of other retired or separated participants entitled to future benefits 2012-05-01 1
Total of all active and inactive participants 2012-05-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 1
Total participants 2012-05-01 14
Number of participants with account balances 2012-05-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 0

Measure	Date	Value
2019: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	3
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	0
2018: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	10
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	3
2017: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	3
2016: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	10
Number of retired or separated participants receiving benefits	2016-05-01	8
Total of all active and inactive participants	2016-05-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-05-01	1
Total participants	2016-05-01	19
Number of participants with account balances	2016-05-01	19
2015: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	10
Number of retired or separated participants receiving benefits	2015-05-01	6
Total of all active and inactive participants	2015-05-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	1
Total participants	2015-05-01	17
Number of participants with account balances	2015-05-01	17
2014: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	14
Number of retired or separated participants receiving benefits	2014-05-01	1
Number of other retired or separated participants entitled to future benefits	2014-05-01	0
Total of all active and inactive participants	2014-05-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	1
Total participants	2014-05-01	16
Number of participants with account balances	2014-05-01	14
2012: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	12
Number of other retired or separated participants entitled to future benefits	2012-05-01	1
Total of all active and inactive participants	2012-05-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	1
Total participants	2012-05-01	14
Number of participants with account balances	2012-05-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	0

Financial Data on YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

Measure	Date	Value
2019 : YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$32,779
Expenses. Total of all expenses incurred	2019-12-31	$2,226,427
Benefits paid (including direct rollovers)	2019-12-31	$2,226,427
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$2,193,648
Value of fidelity bond covering the plan	2019-12-31	$350,000
Other income received	2019-12-31	$32,779
Net income (gross income less expenses)	2019-12-31	$-2,193,648
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,193,648
Total contributions received or receivable from employer(s)	2019-12-31	$0
2018 : YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total income from all sources	2018-12-31	$-131,587
Expenses. Total of all expenses incurred	2018-12-31	$9,807
Benefits paid (including direct rollovers)	2018-12-31	$9,807
Total plan assets at end of year	2018-12-31	$2,193,648
Total plan assets at beginning of year	2018-12-31	$2,335,042
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$0
Other income received	2018-12-31	$-151,960
Net income (gross income less expenses)	2018-12-31	$-141,394
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,193,648
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,335,042
Total contributions received or receivable from employer(s)	2018-12-31	$20,373
2017 : YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$-1,201,629
Total income from all sources	2017-12-31	$312,148
Total plan assets at end of year	2017-12-31	$2,328,368
Total plan assets at beginning of year	2017-12-31	$3,217,849
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$19,412
Other income received	2017-12-31	$284,770
Net income (gross income less expenses)	2017-12-31	$312,148
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,328,368
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,217,849
Assets. Value of participant loans	2017-12-31	$13,936
Total contributions received or receivable from employer(s)	2017-12-31	$7,966
2016 : YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$254,104
Expenses. Total of all expenses incurred	2016-12-31	$80,406
Benefits paid (including direct rollovers)	2016-12-31	$80,406
Total plan assets at end of year	2016-12-31	$3,217,849
Total plan assets at beginning of year	2016-12-31	$3,044,151
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$49,467
Other income received	2016-12-31	$180,103
Net income (gross income less expenses)	2016-12-31	$173,698
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,217,849
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,044,151
Assets. Value of participant loans	2016-12-31	$13,936
Total contributions received or receivable from employer(s)	2016-12-31	$24,534
Total income from all sources	2016-04-30	$-118,471
Total plan assets at end of year	2016-04-30	$3,044,151
Total plan assets at beginning of year	2016-04-30	$3,162,622
Value of fidelity bond covering the plan	2016-04-30	$350,000
Total contributions received or receivable from participants	2016-04-30	$63,065
Other income received	2016-04-30	$-226,638
Net income (gross income less expenses)	2016-04-30	$-118,471
Net plan assets at end of year (total assets less liabilities)	2016-04-30	$3,044,151
Net plan assets at beginning of year (total assets less liabilities)	2016-04-30	$3,162,622
Total contributions received or receivable from employer(s)	2016-04-30	$45,102
2015 : YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-04-30	$270,560
Total plan assets at end of year	2015-04-30	$3,162,622
Total plan assets at beginning of year	2015-04-30	$2,892,062
Value of fidelity bond covering the plan	2015-04-30	$350,000
Total contributions received or receivable from participants	2015-04-30	$78,044
Other income received	2015-04-30	$147,777
Net income (gross income less expenses)	2015-04-30	$270,560
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$3,162,622
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$2,892,062
Total contributions received or receivable from employer(s)	2015-04-30	$44,739
2013 : YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-04-30	$368,408
Expenses. Total of all expenses incurred	2013-04-30	$15,685
Benefits paid (including direct rollovers)	2013-04-30	$15,649
Total plan assets at end of year	2013-04-30	$2,479,440
Total plan assets at beginning of year	2013-04-30	$2,126,717
Value of fidelity bond covering the plan	2013-04-30	$250,000
Total contributions received or receivable from participants	2013-04-30	$82,502
Other income received	2013-04-30	$246,580
Net income (gross income less expenses)	2013-04-30	$352,723
Net plan assets at end of year (total assets less liabilities)	2013-04-30	$2,479,440
Net plan assets at beginning of year (total assets less liabilities)	2013-04-30	$2,126,717
Total contributions received or receivable from employer(s)	2013-04-30	$39,326
Expenses. Administrative service providers (salaries,fees and commissions)	2013-04-30	$36

Form 5500 Responses for YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

2019: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes
2015: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2012: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	YANARI WATSON MCGAUGHEY PC
Employer identification number (EIN):	840805144
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants