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THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE MCCONNELL FOUNDATION PROFIT SHARING PLAN
Plan identification number 002

THE MCCONNELL FOUNDATION PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

THE MCCONNELL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE MCCONNELL FOUNDATION
Employer identification number (EIN):946102700
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE MCCONNELL FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1964-07-09
Company Identification Number: C0474124
Legal Registered Office Address: 800 Shasta View Dr

Redding
United States of America (USA)
96003

More information about THE MCCONNELL FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MCCONNELL FOUNDATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOHN A MANCASOLA2023-07-17 JOHN A MANCASOLA2023-07-17
0022021-01-01JOHN A. MANCAROLA2022-10-05
0022020-01-01JOHN A. MANCAROLA2021-07-06 JOHN A. MANCAROLA2021-07-06
0022020-01-01JOHN A. MANCAROLA2022-01-11 JOHN A. MANCAROLA2022-01-11
0022019-01-01JOHN A. MANCAROLA2020-09-28 JOHN A. MANCAROLA2020-09-28
0022018-01-01JOHN A. MANCAROLA2019-08-15 JOHN A. MANCAROLA2019-08-15
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOHN A MANCASOLA JOHN A MANCASOLA2013-04-10
0022011-01-01PENSION FILERS2012-06-28
0022010-01-01PENSION FILERS2011-05-06

Plan Statistics for THE MCCONNELL FOUNDATION PROFIT SHARING PLAN

401k plan membership statisitcs for THE MCCONNELL FOUNDATION PROFIT SHARING PLAN

Measure Date Value
2022: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0140
Total number of active participants reported on line 7a of the Form 55002022-01-0130
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0138
Number of participants with account balances2022-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0133
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0140
Number of participants with account balances2021-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137
Total number of active participants reported on line 7a of the Form 55002020-01-0132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0137
Number of participants with account balances2020-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0138
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0136
Number of participants with account balances2019-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0137
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0138
Number of participants with account balances2018-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0140
Total number of active participants reported on line 7a of the Form 55002017-01-0134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0136
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0139
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0140
Number of participants with account balances2016-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0138
Number of participants with account balances2015-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Number of participants with account balances2013-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0137
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on THE MCCONNELL FOUNDATION PROFIT SHARING PLAN

Measure Date Value
2022 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$1,169
Total income from all sources2022-12-31$-1,835,621
Expenses. Total of all expenses incurred2022-12-31$1,665,330
Benefits paid (including direct rollovers)2022-12-31$1,663,940
Total plan assets at end of year2022-12-31$12,639,100
Total plan assets at beginning of year2022-12-31$16,141,220
Value of fidelity bond covering the plan2022-12-31$5,000,000
Other income received2022-12-31$-2,309,694
Net income (gross income less expenses)2022-12-31$-3,500,951
Net plan assets at end of year (total assets less liabilities)2022-12-31$12,639,100
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$16,140,051
Assets. Value of assets in partnership/joint-venture interests2022-12-31$1,765,387
Total contributions received or receivable from employer(s)2022-12-31$474,073
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,390
2021 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,169
Total plan liabilities at beginning of year2021-12-31$4,750
Total income from all sources2021-12-31$2,354,035
Expenses. Total of all expenses incurred2021-12-31$561,154
Benefits paid (including direct rollovers)2021-12-31$559,424
Total plan assets at end of year2021-12-31$16,141,220
Total plan assets at beginning of year2021-12-31$14,351,920
Value of fidelity bond covering the plan2021-12-31$5,000,000
Contributions received from other sources (not participants or employers)2021-12-31$23,062
Other income received2021-12-31$1,802,563
Net income (gross income less expenses)2021-12-31$1,792,881
Net plan assets at end of year (total assets less liabilities)2021-12-31$16,140,051
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$14,347,170
Assets. Value of assets in partnership/joint-venture interests2021-12-31$1,649,817
Total contributions received or receivable from employer(s)2021-12-31$528,410
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$4,750
Total plan liabilities at beginning of year2020-12-31$4,545
Total income from all sources2020-12-31$2,103,510
Expenses. Total of all expenses incurred2020-12-31$454,844
Benefits paid (including direct rollovers)2020-12-31$452,819
Total plan assets at end of year2020-12-31$14,400,779
Total plan assets at beginning of year2020-12-31$12,751,908
Value of fidelity bond covering the plan2020-12-31$5,000,000
Other income received2020-12-31$1,592,757
Net income (gross income less expenses)2020-12-31$1,648,666
Net plan assets at end of year (total assets less liabilities)2020-12-31$14,396,029
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$12,747,363
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,598,128
Total contributions received or receivable from employer(s)2020-12-31$510,753
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$4,545
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,248,332
Expenses. Total of all expenses incurred2019-12-31$225,383
Benefits paid (including direct rollovers)2019-12-31$219,027
Total plan assets at end of year2019-12-31$12,751,908
Total plan assets at beginning of year2019-12-31$10,724,414
Value of fidelity bond covering the plan2019-12-31$5,000,000
Other income received2019-12-31$1,741,247
Net income (gross income less expenses)2019-12-31$2,022,949
Net plan assets at end of year (total assets less liabilities)2019-12-31$12,747,363
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$10,724,414
Assets. Value of assets in partnership/joint-venture interests2019-12-31$1,741,175
Total contributions received or receivable from employer(s)2019-12-31$507,085
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,356
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$181,030
Expenses. Total of all expenses incurred2018-12-31$20,326
Benefits paid (including direct rollovers)2018-12-31$18,131
Total plan assets at end of year2018-12-31$10,724,414
Total plan assets at beginning of year2018-12-31$10,563,710
Value of fidelity bond covering the plan2018-12-31$5,000,000
Contributions received from other sources (not participants or employers)2018-12-31$102,334
Other income received2018-12-31$-455,484
Net income (gross income less expenses)2018-12-31$160,704
Net plan assets at end of year (total assets less liabilities)2018-12-31$10,724,414
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$10,563,710
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1,697,686
Total contributions received or receivable from employer(s)2018-12-31$534,180
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,491,406
Expenses. Total of all expenses incurred2017-12-31$477,051
Benefits paid (including direct rollovers)2017-12-31$472,401
Total plan assets at end of year2017-12-31$10,563,710
Total plan assets at beginning of year2017-12-31$9,549,355
Value of fidelity bond covering the plan2017-12-31$5,000,000
Contributions received from other sources (not participants or employers)2017-12-31$97,404
Other income received2017-12-31$875,072
Net income (gross income less expenses)2017-12-31$1,014,355
Net plan assets at end of year (total assets less liabilities)2017-12-31$10,563,710
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,549,355
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,801,248
Total contributions received or receivable from employer(s)2017-12-31$518,930
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,395,765
Expenses. Total of all expenses incurred2016-12-31$77,454
Benefits paid (including direct rollovers)2016-12-31$71,941
Total plan assets at end of year2016-12-31$9,549,355
Total plan assets at beginning of year2016-12-31$8,231,044
Value of fidelity bond covering the plan2016-12-31$5,000,000
Total contributions received or receivable from participants2016-12-31$0
Other income received2016-12-31$877,697
Net income (gross income less expenses)2016-12-31$1,318,311
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,549,355
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,231,044
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,862,001
Total contributions received or receivable from employer(s)2016-12-31$518,068
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,513
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$341,989
Expenses. Total of all expenses incurred2015-12-31$194,108
Benefits paid (including direct rollovers)2015-12-31$190,380
Total plan assets at end of year2015-12-31$8,231,044
Total plan assets at beginning of year2015-12-31$8,083,163
Value of fidelity bond covering the plan2015-12-31$5,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-140,007
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$147,881
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,231,044
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,083,163
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,676,204
Total contributions received or receivable from employer(s)2015-12-31$481,996
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,728
2014 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,010,543
Expenses. Total of all expenses incurred2014-12-31$214,905
Benefits paid (including direct rollovers)2014-12-31$214,905
Total plan assets at end of year2014-12-31$8,083,163
Total plan assets at beginning of year2014-12-31$7,287,525
Value of fidelity bond covering the plan2014-12-31$5,000,000
Other income received2014-12-31$587,599
Net income (gross income less expenses)2014-12-31$795,638
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,083,163
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,287,525
Assets. Value of assets in partnership/joint-venture interests2014-12-31$1,281,111
Total contributions received or receivable from employer(s)2014-12-31$422,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,462,862
Expenses. Total of all expenses incurred2013-12-31$528,529
Benefits paid (including direct rollovers)2013-12-31$523,934
Total plan assets at end of year2013-12-31$7,287,525
Total plan assets at beginning of year2013-12-31$6,353,192
Value of fidelity bond covering the plan2013-12-31$5,000,000
Other income received2013-12-31$1,062,534
Net income (gross income less expenses)2013-12-31$934,333
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,287,525
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,353,192
Assets. Value of assets in partnership/joint-venture interests2013-12-31$951,350
Total contributions received or receivable from employer(s)2013-12-31$400,328
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,104,068
Expenses. Total of all expenses incurred2012-12-31$149,340
Benefits paid (including direct rollovers)2012-12-31$145,850
Total plan assets at end of year2012-12-31$6,353,192
Total plan assets at beginning of year2012-12-31$5,398,464
Value of fidelity bond covering the plan2012-12-31$5,000,000
Other income received2012-12-31$688,749
Net income (gross income less expenses)2012-12-31$954,728
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,353,192
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,398,464
Assets. Value of assets in partnership/joint-venture interests2012-12-31$517,428
Total contributions received or receivable from employer(s)2012-12-31$415,319
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for THE MCCONNELL FOUNDATION PROFIT SHARING PLAN

2022: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE MCCONNELL FOUNDATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781113-01
Policy instance 1
Insurance contract or identification number781113-01
Number of Individuals Covered1
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62642-1
Policy instance 2
Insurance contract or identification numberMR 62642-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62642-1
Policy instance 1
Insurance contract or identification numberMR 62642-1
Number of Individuals Covered39
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62642-1
Policy instance 1
Insurance contract or identification numberMR 62642-1
Number of Individuals Covered32
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62642-1
Policy instance 1
Insurance contract or identification numberMR 62642-1
Number of Individuals Covered36
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62642-1
Policy instance 1
Insurance contract or identification numberMR 62642-1
Number of Individuals Covered36
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62642-1
Policy instance 1
Insurance contract or identification numberMR 62642-1
Number of Individuals Covered36
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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