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Filing

Mcclintock & Associates 401(K) Profit Sharing Plan

Mcclintock & Associates PC • EIN 25-1701013 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Flat

12 → 12

0 • 0.00%

Assets

Down

$517,128 → $490,664

-$26,464 • -5.12%

Investment Management Fee

-

Admin expenses - • Total expenses $300

Filing Details

Context
Net investment result
$-26,464

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024145$8,755,243$521,877$11,597iApproximate average salary by contribution assumption: employee only about $289,932 at 4% or $193,288 at 6%; with 50% employer match about $193,288 at 4% or $128,859 at 6%; with 100% employer match about $144,966 at 4% or $96,644 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-45$8,755,243$521,877$11,597iApproximate average salary by contribution assumption: employee only about $289,932 at 4% or $193,288 at 6%; with 50% employer match about $193,288 at 4% or $128,859 at 6%; with 100% employer match about $144,966 at 4% or $96,644 at 6%.
2023147$7,198,136$431,426$9,179iApproximate average salary by contribution assumption: employee only about $229,482 at 4% or $152,988 at 6%; with 50% employer match about $152,988 at 4% or $101,992 at 6%; with 100% employer match about $114,741 at 4% or $76,494 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-47$7,198,136$431,426$9,179iApproximate average salary by contribution assumption: employee only about $229,482 at 4% or $152,988 at 6%; with 50% employer match about $152,988 at 4% or $101,992 at 6%; with 100% employer match about $114,741 at 4% or $76,494 at 6%.
2022148$5,918,796$523,690$10,910iApproximate average salary by contribution assumption: employee only about $272,755 at 4% or $181,837 at 6%; with 50% employer match about $181,837 at 4% or $121,225 at 6%; with 100% employer match about $136,378 at 4% or $90,918 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-48$5,918,796$523,690$10,910iApproximate average salary by contribution assumption: employee only about $272,755 at 4% or $181,837 at 6%; with 50% employer match about $181,837 at 4% or $121,225 at 6%; with 100% employer match about $136,378 at 4% or $90,918 at 6%.
2021148$8,619,439$588,255$12,255iApproximate average salary by contribution assumption: employee only about $306,383 at 4% or $204,255 at 6%; with 50% employer match about $204,255 at 4% or $136,170 at 6%; with 100% employer match about $153,191 at 4% or $102,128 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-48$8,619,439$588,255$12,255iApproximate average salary by contribution assumption: employee only about $306,383 at 4% or $204,255 at 6%; with 50% employer match about $204,255 at 4% or $136,170 at 6%; with 100% employer match about $153,191 at 4% or $102,128 at 6%.
2020138$7,208,025$445,818$11,732iApproximate average salary by contribution assumption: employee only about $293,301 at 4% or $195,534 at 6%; with 50% employer match about $195,534 at 4% or $130,356 at 6%; with 100% employer match about $146,651 at 4% or $97,767 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-38$7,208,025$445,818$11,732iApproximate average salary by contribution assumption: employee only about $293,301 at 4% or $195,534 at 6%; with 50% employer match about $195,534 at 4% or $130,356 at 6%; with 100% employer match about $146,651 at 4% or $97,767 at 6%.
2019138$6,266,743$533,206$14,032iApproximate average salary by contribution assumption: employee only about $350,793 at 4% or $233,862 at 6%; with 50% employer match about $233,862 at 4% or $155,908 at 6%; with 100% employer match about $175,397 at 4% or $116,931 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-38$6,266,743$533,206$14,032iApproximate average salary by contribution assumption: employee only about $350,793 at 4% or $233,862 at 6%; with 50% employer match about $233,862 at 4% or $155,908 at 6%; with 100% employer match about $175,397 at 4% or $116,931 at 6%.
2018138$5,247,438$438,679$11,544iApproximate average salary by contribution assumption: employee only about $288,605 at 4% or $192,403 at 6%; with 50% employer match about $192,403 at 4% or $128,269 at 6%; with 100% employer match about $144,302 at 4% or $96,202 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-38$5,247,438$438,679$11,544iApproximate average salary by contribution assumption: employee only about $288,605 at 4% or $192,403 at 6%; with 50% employer match about $192,403 at 4% or $128,269 at 6%; with 100% employer match about $144,302 at 4% or $96,202 at 6%.
2017133$5,571,293$353,451$10,711iApproximate average salary by contribution assumption: employee only about $267,766 at 4% or $178,511 at 6%; with 50% employer match about $178,511 at 4% or $119,007 at 6%; with 100% employer match about $133,883 at 4% or $89,255 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-33$5,571,293$353,451$10,711iApproximate average salary by contribution assumption: employee only about $267,766 at 4% or $178,511 at 6%; with 50% employer match about $178,511 at 4% or $119,007 at 6%; with 100% employer match about $133,883 at 4% or $89,255 at 6%.
2016133$4,449,015$398,540$12,077iApproximate average salary by contribution assumption: employee only about $301,924 at 4% or $201,283 at 6%; with 50% employer match about $201,283 at 4% or $134,189 at 6%; with 100% employer match about $150,962 at 4% or $100,641 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-33$4,449,015$398,540$12,077iApproximate average salary by contribution assumption: employee only about $301,924 at 4% or $201,283 at 6%; with 50% employer match about $201,283 at 4% or $134,189 at 6%; with 100% employer match about $150,962 at 4% or $100,641 at 6%.
2015129$3,987,347$340,903$11,755iApproximate average salary by contribution assumption: employee only about $293,882 at 4% or $195,921 at 6%; with 50% employer match about $195,921 at 4% or $130,614 at 6%; with 100% employer match about $146,941 at 4% or $97,961 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-29$3,987,347$340,903$11,755iApproximate average salary by contribution assumption: employee only about $293,882 at 4% or $195,921 at 6%; with 50% employer match about $195,921 at 4% or $130,614 at 6%; with 100% employer match about $146,941 at 4% or $97,961 at 6%.
2014134$3,809,593$377,653$11,107iApproximate average salary by contribution assumption: employee only about $277,686 at 4% or $185,124 at 6%; with 50% employer match about $185,124 at 4% or $123,416 at 6%; with 100% employer match about $138,843 at 4% or $92,562 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-34$3,809,593$377,653$11,107iApproximate average salary by contribution assumption: employee only about $277,686 at 4% or $185,124 at 6%; with 50% employer match about $185,124 at 4% or $123,416 at 6%; with 100% employer match about $138,843 at 4% or $92,562 at 6%.
2013130$3,361,268$317,164$10,572iApproximate average salary by contribution assumption: employee only about $264,303 at 4% or $176,202 at 6%; with 50% employer match about $176,202 at 4% or $117,468 at 6%; with 100% employer match about $132,152 at 4% or $88,101 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-30$3,361,268$317,164$10,572iApproximate average salary by contribution assumption: employee only about $264,303 at 4% or $176,202 at 6%; with 50% employer match about $176,202 at 4% or $117,468 at 6%; with 100% employer match about $132,152 at 4% or $88,101 at 6%.
2012125$3,242,987$298,146$11,926iApproximate average salary by contribution assumption: employee only about $298,146 at 4% or $198,764 at 6%; with 50% employer match about $198,764 at 4% or $132,509 at 6%; with 100% employer match about $149,073 at 4% or $99,382 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-25$3,242,987$298,146$11,926iApproximate average salary by contribution assumption: employee only about $298,146 at 4% or $198,764 at 6%; with 50% employer match about $198,764 at 4% or $132,509 at 6%; with 100% employer match about $149,073 at 4% or $99,382 at 6%.
2011128$2,630,455$425,199$15,186iApproximate average salary by contribution assumption: employee only about $379,642 at 4% or $253,095 at 6%; with 50% employer match about $253,095 at 4% or $168,730 at 6%; with 100% employer match about $189,821 at 4% or $126,547 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-28$2,630,455$425,199$15,186iApproximate average salary by contribution assumption: employee only about $379,642 at 4% or $253,095 at 6%; with 50% employer match about $253,095 at 4% or $168,730 at 6%; with 100% employer match about $189,821 at 4% or $126,547 at 6%.
2010128$2,365,787$267,051$9,538iApproximate average salary by contribution assumption: employee only about $238,438 at 4% or $158,959 at 6%; with 50% employer match about $158,959 at 4% or $105,973 at 6%; with 100% employer match about $119,219 at 4% or $79,479 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-28$2,365,787$267,051$9,538iApproximate average salary by contribution assumption: employee only about $238,438 at 4% or $158,959 at 6%; with 50% employer match about $158,959 at 4% or $105,973 at 6%; with 100% employer match about $119,219 at 4% or $79,479 at 6%.
2009122$2,000,568$320,556$14,571iApproximate average salary by contribution assumption: employee only about $364,268 at 4% or $242,845 at 6%; with 50% employer match about $242,845 at 4% or $161,897 at 6%; with 100% employer match about $182,134 at 4% or $121,423 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-22$2,000,568$320,556$14,571iApproximate average salary by contribution assumption: employee only about $364,268 at 4% or $242,845 at 6%; with 50% employer match about $242,845 at 4% or $161,897 at 6%; with 100% employer match about $182,134 at 4% or $121,423 at 6%.
2008122$1,287,792$223,978$10,181iApproximate average salary by contribution assumption: employee only about $254,520 at 4% or $169,680 at 6%; with 50% employer match about $169,680 at 4% or $113,120 at 6%; with 100% employer match about $127,260 at 4% or $84,840 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-22$1,287,792$223,978$10,181iApproximate average salary by contribution assumption: employee only about $254,520 at 4% or $169,680 at 6%; with 50% employer match about $169,680 at 4% or $113,120 at 6%; with 100% employer match about $127,260 at 4% or $84,840 at 6%.
2007119$0$0-
Mcclintock & Associates 401(K) Profit Sharing Plan-19---
2006122$1,309,766$180,064$8,185iApproximate average salary by contribution assumption: employee only about $204,618 at 4% or $136,412 at 6%; with 50% employer match about $136,412 at 4% or $90,941 at 6%; with 100% employer match about $102,309 at 4% or $68,206 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-22$1,309,766$180,064$8,185iApproximate average salary by contribution assumption: employee only about $204,618 at 4% or $136,412 at 6%; with 50% employer match about $136,412 at 4% or $90,941 at 6%; with 100% employer match about $102,309 at 4% or $68,206 at 6%.
2005115$983,447$143,624$9,575iApproximate average salary by contribution assumption: employee only about $239,373 at 4% or $159,582 at 6%; with 50% employer match about $159,582 at 4% or $106,388 at 6%; with 100% employer match about $119,687 at 4% or $79,791 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-15$983,447$143,624$9,575iApproximate average salary by contribution assumption: employee only about $239,373 at 4% or $159,582 at 6%; with 50% employer match about $159,582 at 4% or $106,388 at 6%; with 100% employer match about $119,687 at 4% or $79,791 at 6%.
2004113$750,149$91,719$7,055iApproximate average salary by contribution assumption: employee only about $176,383 at 4% or $117,588 at 6%; with 50% employer match about $117,588 at 4% or $78,392 at 6%; with 100% employer match about $88,191 at 4% or $58,794 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-13$750,149$91,719$7,055iApproximate average salary by contribution assumption: employee only about $176,383 at 4% or $117,588 at 6%; with 50% employer match about $117,588 at 4% or $78,392 at 6%; with 100% employer match about $88,191 at 4% or $58,794 at 6%.
2003113$575,030$69,523$5,348iApproximate average salary by contribution assumption: employee only about $133,698 at 4% or $89,132 at 6%; with 50% employer match about $89,132 at 4% or $59,421 at 6%; with 100% employer match about $66,849 at 4% or $44,566 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-13$575,030$69,523$5,348iApproximate average salary by contribution assumption: employee only about $133,698 at 4% or $89,132 at 6%; with 50% employer match about $89,132 at 4% or $59,421 at 6%; with 100% employer match about $66,849 at 4% or $44,566 at 6%.
2002112$424,769$60,825$5,069iApproximate average salary by contribution assumption: employee only about $126,719 at 4% or $84,479 at 6%; with 50% employer match about $84,479 at 4% or $56,319 at 6%; with 100% employer match about $63,359 at 4% or $42,240 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-12$424,769$60,825$5,069iApproximate average salary by contribution assumption: employee only about $126,719 at 4% or $84,479 at 6%; with 50% employer match about $84,479 at 4% or $56,319 at 6%; with 100% employer match about $63,359 at 4% or $42,240 at 6%.
2001112$490,664$62,837$5,236iApproximate average salary by contribution assumption: employee only about $130,910 at 4% or $87,274 at 6%; with 50% employer match about $87,274 at 4% or $58,182 at 6%; with 100% employer match about $65,455 at 4% or $43,637 at 6%.
Mcclintock & Associates 401(K) Profit Sharing PlanCurrent12$490,664$62,837$5,236iApproximate average salary by contribution assumption: employee only about $130,910 at 4% or $87,274 at 6%; with 50% employer match about $87,274 at 4% or $58,182 at 6%; with 100% employer match about $65,455 at 4% or $43,637 at 6%.
200018$517,128$61,622$7,703iApproximate average salary by contribution assumption: employee only about $192,569 at 4% or $128,379 at 6%; with 50% employer match about $128,379 at 4% or $85,586 at 6%; with 100% employer match about $96,284 at 4% or $64,190 at 6%.
Mcclintock & Associates 401(K) Profit Sharing Plan-8$517,128$61,622$7,703iApproximate average salary by contribution assumption: employee only about $192,569 at 4% or $128,379 at 6%; with 50% employer match about $128,379 at 4% or $85,586 at 6%; with 100% employer match about $96,284 at 4% or $64,190 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$490,664-$26,464 change

Balance Sheet

Beginning and end of plan year.

Total assets$517,128$490,664Decrease -$26,464 (-5.12%)
Total liabilities$0$0No change $0
Net assets$517,128$490,664Decrease -$26,464 (-5.12%)

Contributions

Employer contributions$5,000
Participant contributions$57,837
Other contributions$0

Income & Expenses

Total income$-26,164
Total expenses$300
Net income$-26,464
Source fields
Schedule I source fields
Filing Id
84037311589302
Schedule I EIN
25-1701013
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$517,128
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$517,128
Small plan total assets at end of year
$490,664
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$490,664
Small plan employer contributions
$5,000
Small plan participant contributions
$57,837
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-89,001
Small plan total income
$-26,164
Small plan total benefit distributions
$300
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$300
Small plan net income or loss
$-26,464
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$50,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
2
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0