 |
|
|
|
| Plan Name | MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC CASH BALANCE PENSION PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | ||||
| 003 | 2022-01-01 | ||||
| 003 | 2021-01-01 | ||||
| 003 | 2020-01-01 | ||||
| 003 | 2019-01-01 | ||||
| 003 | 2018-01-01 | ||||
| 003 | 2017-01-01 | ||||
| 003 | 2016-01-01 | ||||
| 003 | 2015-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC CASH BALANCE PENSION PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-01 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-01 | 911366 |
| Net assets as of the end of the plan year | 2025-07-01 | 1132795 |
| Total assets as of the beginning of the plan year | 2025-07-01 | 1811749 |
| Value of plan covered by a fidelity bond | 2025-07-01 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-01 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-01 | -126 |
| Other contributions to plan in this plan year | 2025-07-01 | 0 |
| Other income to plan in this plan year | 2025-07-01 | 111412 |
| Plan net income in this plan year | 2025-07-01 | -678954 |
| Net assets as of the end of the plan year | 2025-07-01 | 1132795 |
| Net assets as of the beginning of the plan year | 2025-07-01 | 1811749 |
| Employer contributions to plan in this plan year | 2025-07-01 | 121000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-01 | 0 |
| 2024 : MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC CASH BALANCE PENSION PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | -236 |
| Net assets as of the end of the plan year | 2024-10-10 | 1811749 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 1516149 |
| Participant contributions to plan in this plan year | 2024-10-10 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-10 | -236 |
| Other contributions to plan in this plan year | 2024-10-10 | 0 |
| Other income to plan in this plan year | 2024-10-10 | 138364 |
| Plan net income in this plan year | 2024-10-10 | 295600 |
| Net assets as of the end of the plan year | 2024-10-10 | 1811749 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 1516149 |
| Employer contributions to plan in this plan year | 2024-10-10 | 157000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 0 |
| 2022 : MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC CASH BALANCE PENSION PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-09-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-28 | 0 |
| Net assets as of the end of the plan year | 2022-09-28 | 1484990 |
| Total assets as of the beginning of the plan year | 2022-09-28 | 1223777 |
| Participant contributions to plan in this plan year | 2022-09-28 | 0 |
| Other expenses paid from plan in this plan year | 2022-09-28 | 0 |
| Other contributions to plan in this plan year | 2022-09-28 | 0 |
| Other income to plan in this plan year | 2022-09-28 | 126213 |
| Plan net income in this plan year | 2022-09-28 | 261213 |
| Net assets as of the end of the plan year | 2022-09-28 | 1484990 |
| Net assets as of the beginning of the plan year | 2022-09-28 | 1223777 |
| Employer contributions to plan in this plan year | 2022-09-28 | 135000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-28 | 0 |
| 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 | |
| | |
|