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ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan NameROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN
Plan identification number 001

ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing

401k Sponsoring company profile

ROBERT MCCARDLE ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT MCCARDLE ASSOCIATES INC
Employer identification number (EIN):221842498
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EILEEN MCCARDLE
0012016-01-01EILEEN MCCARDLE
0012015-01-01EILEEN MCCARDLE
0012015-01-01EILEEN MCCARDLE
0012014-01-01EILEEN MCCARDLE
0012013-01-01EILEEN MCCARDLE
0012012-01-01EILEEN MCCARDLE
0012011-01-01EILEEN MCCARDLE
0012009-01-01EILEEN MCCARDLE
0012009-01-01EILEEN MCCARDLE

Plan Statistics for ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2022: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-010
2021: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-010
2020: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-010
2019: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-010
2018: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
2015: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
2014: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
2012: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
2011: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2022 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$-62,532
Expenses. Total of all expenses incurred2022-12-31$501
Total plan assets at end of year2022-12-31$1,131,771
Total plan assets at beginning of year2022-12-31$1,194,804
Expenses. Other expenses not covered elsewhere2022-12-31$501
Other income received2022-12-31$-71,532
Net income (gross income less expenses)2022-12-31$-63,033
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,131,771
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,194,804
Total contributions received or receivable from employer(s)2022-12-31$9,000
2021 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$206,519
Expenses. Total of all expenses incurred2021-12-31$8,410
Total plan assets at end of year2021-12-31$1,194,804
Total plan assets at beginning of year2021-12-31$996,695
Expenses. Other expenses not covered elsewhere2021-12-31$8,410
Other income received2021-12-31$193,605
Net income (gross income less expenses)2021-12-31$198,109
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,194,804
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$996,695
Total contributions received or receivable from employer(s)2021-12-31$12,914
2020 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$88,505
Expenses. Total of all expenses incurred2020-12-31$6,371
Total plan assets at end of year2020-12-31$996,695
Total plan assets at beginning of year2020-12-31$914,561
Expenses. Other expenses not covered elsewhere2020-12-31$6,371
Other income received2020-12-31$69,721
Net income (gross income less expenses)2020-12-31$82,134
Net plan assets at end of year (total assets less liabilities)2020-12-31$996,695
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$914,561
Total contributions received or receivable from employer(s)2020-12-31$18,784
2019 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$117,430
Expenses. Total of all expenses incurred2019-12-31$4,777
Total plan assets at end of year2019-12-31$914,561
Total plan assets at beginning of year2019-12-31$801,908
Expenses. Other expenses not covered elsewhere2019-12-31$4,777
Other income received2019-12-31$96,298
Net income (gross income less expenses)2019-12-31$112,653
Net plan assets at end of year (total assets less liabilities)2019-12-31$914,561
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$801,908
Total contributions received or receivable from employer(s)2019-12-31$21,132
2017 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$136,133
Expenses. Total of all expenses incurred2017-12-31$7,030
Total plan assets at end of year2017-12-31$753,351
Total plan assets at beginning of year2017-12-31$624,248
Expenses. Other expenses not covered elsewhere2017-12-31$7,030
Other income received2017-12-31$82,133
Net income (gross income less expenses)2017-12-31$129,103
Net plan assets at end of year (total assets less liabilities)2017-12-31$753,351
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$624,248
Total contributions received or receivable from employer(s)2017-12-31$54,000
2016 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$107,409
Expenses. Total of all expenses incurred2016-12-31$6,902
Total plan assets at end of year2016-12-31$624,248
Total plan assets at beginning of year2016-12-31$523,741
Expenses. Other expenses not covered elsewhere2016-12-31$6,902
Other income received2016-12-31$54,409
Net income (gross income less expenses)2016-12-31$100,507
Net plan assets at end of year (total assets less liabilities)2016-12-31$624,248
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$523,741
Total contributions received or receivable from employer(s)2016-12-31$53,000
2015 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$53,769
Expenses. Total of all expenses incurred2015-12-31$33,030
Benefits paid (including direct rollovers)2015-12-31$26,525
Total plan assets at end of year2015-12-31$523,741
Total plan assets at beginning of year2015-12-31$503,000
Expenses. Other expenses not covered elsewhere2015-12-31$6,505
Other income received2015-12-31$8,769
Net income (gross income less expenses)2015-12-31$20,739
Net plan assets at end of year (total assets less liabilities)2015-12-31$523,741
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$503,000
Total contributions received or receivable from employer(s)2015-12-31$45,000
2014 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$39,140
Expenses. Total of all expenses incurred2014-12-31$72,863
Benefits paid (including direct rollovers)2014-12-31$66,349
Total plan assets at end of year2014-12-31$503,000
Total plan assets at beginning of year2014-12-31$536,723
Expenses. Other expenses not covered elsewhere2014-12-31$6,514
Other income received2014-12-31$6,640
Net income (gross income less expenses)2014-12-31$-33,723
Net plan assets at end of year (total assets less liabilities)2014-12-31$503,000
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$536,723
Total contributions received or receivable from employer(s)2014-12-31$32,500
2013 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$158,830
Expenses. Total of all expenses incurred2013-12-31$51,491
Benefits paid (including direct rollovers)2013-12-31$45,702
Total plan assets at end of year2013-12-31$536,723
Total plan assets at beginning of year2013-12-31$429,384
Expenses. Other expenses not covered elsewhere2013-12-31$5,789
Other income received2013-12-31$118,830
Net income (gross income less expenses)2013-12-31$107,339
Net plan assets at end of year (total assets less liabilities)2013-12-31$536,723
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$429,384
Total contributions received or receivable from employer(s)2013-12-31$40,000
2012 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$81,789
Expenses. Total of all expenses incurred2012-12-31$43,524
Benefits paid (including direct rollovers)2012-12-31$39,981
Total plan assets at end of year2012-12-31$429,384
Total plan assets at beginning of year2012-12-31$391,119
Expenses. Other expenses not covered elsewhere2012-12-31$3,543
Other income received2012-12-31$43,039
Net income (gross income less expenses)2012-12-31$38,265
Net plan assets at end of year (total assets less liabilities)2012-12-31$429,384
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$391,119
Total contributions received or receivable from employer(s)2012-12-31$38,750
2011 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,093
Expenses. Total of all expenses incurred2011-12-31$47,173
Benefits paid (including direct rollovers)2011-12-31$39,292
Total plan assets at end of year2011-12-31$391,119
Total plan assets at beginning of year2011-12-31$404,199
Expenses. Other expenses not covered elsewhere2011-12-31$7,881
Other income received2011-12-31$14,093
Net income (gross income less expenses)2011-12-31$-13,080
Net plan assets at end of year (total assets less liabilities)2011-12-31$391,119
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$404,199
Total contributions received or receivable from employer(s)2011-12-31$20,000
2010 : ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$55,087
Expenses. Total of all expenses incurred2010-12-31$43,555
Benefits paid (including direct rollovers)2010-12-31$35,869
Total plan assets at end of year2010-12-31$404,199
Total plan assets at beginning of year2010-12-31$392,667
Expenses. Other expenses not covered elsewhere2010-12-31$7,686
Other income received2010-12-31$37,587
Net income (gross income less expenses)2010-12-31$11,532
Net plan assets at end of year (total assets less liabilities)2010-12-31$404,199
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$392,667
Total contributions received or receivable from employer(s)2010-12-31$17,500

Form 5500 Responses for ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN

2022: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT MCCARDLE ASSOCIATES INC DEFINED CONTRIBUTION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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