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MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC
Employer identification number (EIN):208157696
NAIC Classification:523900

Additional information about MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2007-01-10
Company Identification Number: 1671985
Legal Registered Office Address: 110 S. MAIN ST.
-
MARYSVILLE
United States of America (USA)
43040

More information about MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01TONY DALTON2024-12-13
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01

Financial Data on MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-08440290
Net assets as of the end of the plan year2025-10-083375343
Total assets as of the beginning of the plan year2025-10-082966428
Value of plan covered by a fidelity bond2025-10-081000000
Participant contributions to plan in this plan year2025-10-08223141
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-0884946
Other income to plan in this plan year2025-10-08337404
Plan net income in this plan year2025-10-08408915
Net assets as of the end of the plan year2025-10-083375343
Net assets as of the beginning of the plan year2025-10-082966428
Employer contributions to plan in this plan year2025-10-08203714
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-083225
2024 : MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-12-130
Total expenses incurred by plan in this plan year2024-12-1313564
Net assets as of the end of the plan year2024-12-132966428
Total assets as of the beginning of the plan year2024-12-132072881
Participant contributions to plan in this plan year2024-12-13244076
Value of participant loans at end of plan year2024-12-130
Other expenses paid from plan in this plan year2024-12-130
Other contributions to plan in this plan year2024-12-139341
Other income to plan in this plan year2024-12-13444723
Plan net income in this plan year2024-12-13893547
Net assets as of the end of the plan year2024-12-132966428
Net assets as of the beginning of the plan year2024-12-132072881
Employer contributions to plan in this plan year2024-12-13208971
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-133260
2022 : MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-280
Total liabilities as of the end of the plan year2022-09-280
Total liabilities as of the beginning of the plan year2022-09-280
Total expenses incurred by plan in this plan year2022-09-2844340
Net assets as of the end of the plan year2022-09-281907087
Total assets as of the beginning of the plan year2022-09-281428867
Participant contributions to plan in this plan year2022-09-28187333
Value of participant loans at end of plan year2022-09-2822647
Other expenses paid from plan in this plan year2022-09-282003
Other income to plan in this plan year2022-09-28157978
Plan net income in this plan year2022-09-28478220
Net assets as of the end of the plan year2022-09-281907087
Net assets as of the beginning of the plan year2022-09-281428867
Employer contributions to plan in this plan year2022-09-28177249
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-280

Potentially related plans

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