401k Plan data: MCCORMICK & PRIORE, P.C. 401(K) PLAN plan

MCCORMICK & PRIORE, P.C. 401(K) PLAN 401k Plan overview

Plan Name	MCCORMICK & PRIORE, P.C. 401(K) PLAN
Plan identification number	001

MCCORMICK & PRIORE, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MCCORMICK & PRIORE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: MCCORMICK & PRIORE, P.C.

Employer identification number (EIN): 232755721

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCORMICK & PRIORE, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DEBBIE STEFAN 2024-06-17 DEBBIE STEFAN 2024-06-17
001 2022-01-01 DEBORAH STEFAN 2023-06-15 DEBORAH STEFAN 2023-06-15
001 2021-01-01 DEBORAH STEFAN 2022-06-14 DEBORAH STEFAN 2022-06-14
001 2021-01-01 DEBORAH STEFAN 2022-06-14 DEBORAH STEFAN 2022-06-14
001 2020-01-01 DEBORAH STEFAN 2021-06-16 DEBORAH STEFAN 2021-06-16
001 2018-01-01 DEBORAH STEFAN 2019-06-21 DEBORAH STEFAN 2019-06-21
001 2017-01-01 DEBORAH STEFAN 2018-07-27 DEBORAH STEFAN 2018-07-27
001 2016-01-01 DEBORAH STEFAN 2017-07-19 DEBORAH STEFAN 2017-07-19
001 2015-01-01 DEBORAH STEFAN DEBORAH STEFAN 2016-07-11
001 2014-01-01 DEBORAH STEFAN
001 2013-01-01 DEBORAH STEFAN
001 2012-01-01 DEBORAH STEFAN
001 2011-01-01 DEBORAH STEFAN 2012-05-08 DEBORAH STEFAN 2012-05-08
001 2010-01-01 DEBORAH STEFAN 2011-05-04 DEBORAH STEFAN 2011-05-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DEBBIE STEFAN	2024-06-17	DEBBIE STEFAN	2024-06-17
001	2022-01-01	DEBORAH STEFAN	2023-06-15	DEBORAH STEFAN	2023-06-15
001	2021-01-01	DEBORAH STEFAN	2022-06-14	DEBORAH STEFAN	2022-06-14
001	2021-01-01	DEBORAH STEFAN	2022-06-14	DEBORAH STEFAN	2022-06-14
001	2020-01-01	DEBORAH STEFAN	2021-06-16	DEBORAH STEFAN	2021-06-16
001	2018-01-01	DEBORAH STEFAN	2019-06-21	DEBORAH STEFAN	2019-06-21
001	2017-01-01	DEBORAH STEFAN	2018-07-27	DEBORAH STEFAN	2018-07-27
001	2016-01-01	DEBORAH STEFAN	2017-07-19	DEBORAH STEFAN	2017-07-19
001	2015-01-01	DEBORAH STEFAN		DEBORAH STEFAN	2016-07-11
001	2014-01-01	DEBORAH STEFAN
001	2013-01-01	DEBORAH STEFAN
001	2012-01-01	DEBORAH STEFAN
001	2011-01-01	DEBORAH STEFAN	2012-05-08	DEBORAH STEFAN	2012-05-08
001	2010-01-01	DEBORAH STEFAN	2011-05-04	DEBORAH STEFAN	2011-05-04

Plan Statistics for MCCORMICK & PRIORE, P.C. 401(K) PLAN

401k plan membership statisitcs for MCCORMICK & PRIORE, P.C. 401(K) PLAN

Measure Date Value
2025: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-15 47
Total number of particpants at end of year 2025-10-15 51
Number of Participants With Account Balances 2025-10-15 47
2024: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-17 44
Total number of particpants at end of year 2024-06-17 47
Number of Participants With Account Balances 2024-06-17 44
2022: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-14 41
Total number of particpants at end of year 2022-06-14 41
Number of Participants With Account Balances 2022-06-14 39
2015: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 41
Number of participants with account balances 2015-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 43
Number of participants with account balances 2014-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 40
Number of participants with account balances 2012-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2025: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-15	47
Total number of particpants at end of year	2025-10-15	51
Number of Participants With Account Balances	2025-10-15	47
2024: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-17	44
Total number of particpants at end of year	2024-06-17	47
Number of Participants With Account Balances	2024-06-17	44
2022: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-14	41
Total number of particpants at end of year	2022-06-14	41
Number of Participants With Account Balances	2022-06-14	39
2015: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	41
Number of participants with account balances	2015-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	43
Number of participants with account balances	2014-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	40
Number of participants with account balances	2012-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on MCCORMICK & PRIORE, P.C. 401(K) PLAN

Measure	Date	Value
2025 : MCCORMICK & PRIORE, P.C. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-10-15	0
Total expenses incurred by plan in this plan year	2025-10-15	670064
Net assets as of the end of the plan year	2025-10-15	7346861
Total assets as of the beginning of the plan year	2025-10-15	6659617
Value of plan covered by a fidelity bond	2025-10-15	10000000
Participant contributions to plan in this plan year	2025-10-15	325999
Value of participant loans at end of plan year	2025-10-15	31839
Other income to plan in this plan year	2025-10-15	900074
Plan net income in this plan year	2025-10-15	687244
Net assets as of the end of the plan year	2025-10-15	7346861
Net assets as of the beginning of the plan year	2025-10-15	6659617
Value of employer contributions paid	2025-10-15	0
Employer contributions to plan in this plan year	2025-10-15	131235
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-15	743
2024 : MCCORMICK & PRIORE, P.C. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-06-17	0
Total expenses incurred by plan in this plan year	2024-06-17	639575
Net assets as of the end of the plan year	2024-06-17	6659617
Total assets as of the beginning of the plan year	2024-06-17	6055225
Value of plan covered by a fidelity bond	2024-06-17	10000000
Participant contributions to plan in this plan year	2024-06-17	231580
Value of participant loans at end of plan year	2024-06-17	38897
Other contributions to plan in this plan year	2024-06-17	8501
Other income to plan in this plan year	2024-06-17	909811
Plan net income in this plan year	2024-06-17	604392
Net assets as of the end of the plan year	2024-06-17	6659617
Net assets as of the beginning of the plan year	2024-06-17	6055225
Value of employer contributions paid	2024-06-17	0
Employer contributions to plan in this plan year	2024-06-17	94075
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-17	2609
2022 : MCCORMICK & PRIORE, P.C. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-14	133907
Net assets as of the end of the plan year	2022-06-14	6963018
Total assets as of the beginning of the plan year	2022-06-14	5937762
Value of plan covered by a fidelity bond	2022-06-14	10000000
Participant contributions to plan in this plan year	2022-06-14	253760
Value of participant loans at end of plan year	2022-06-14	75157
Other expenses paid from plan in this plan year	2022-06-14	0
Other income to plan in this plan year	2022-06-14	841962
Plan net income in this plan year	2022-06-14	1025256
Net assets as of the end of the plan year	2022-06-14	6963018
Net assets as of the beginning of the plan year	2022-06-14	5937762
Value of employer contributions paid	2022-06-14	0
Employer contributions to plan in this plan year	2022-06-14	63441
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-14	1885
2015 : MCCORMICK & PRIORE, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$126,511
Expenses. Total of all expenses incurred	2015-12-31	$984,116
Benefits paid (including direct rollovers)	2015-12-31	$983,659
Total plan assets at end of year	2015-12-31	$3,572,838
Total plan assets at beginning of year	2015-12-31	$4,430,443
Value of fidelity bond covering the plan	2015-12-31	$50,000,000
Total contributions received or receivable from participants	2015-12-31	$175,143
Expenses. Other expenses not covered elsewhere	2015-12-31	$457
Other income received	2015-12-31	$-92,689
Net income (gross income less expenses)	2015-12-31	$-857,605
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,572,838
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,430,443
Assets. Value of participant loans	2015-12-31	$141,382
Total contributions received or receivable from employer(s)	2015-12-31	$44,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MCCORMICK & PRIORE, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$534,869
Expenses. Total of all expenses incurred	2014-12-31	$2,147
Benefits paid (including direct rollovers)	2014-12-31	$1,811
Total plan assets at end of year	2014-12-31	$4,430,443
Total plan assets at beginning of year	2014-12-31	$3,897,721
Total contributions received or receivable from participants	2014-12-31	$227,623
Expenses. Other expenses not covered elsewhere	2014-12-31	$336
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$250,379
Net income (gross income less expenses)	2014-12-31	$532,722
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,430,443
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,897,721
Assets. Value of participant loans	2014-12-31	$21,548
Total contributions received or receivable from employer(s)	2014-12-31	$56,867
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : MCCORMICK & PRIORE, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$880,593
Expenses. Total of all expenses incurred	2013-12-31	$720
Benefits paid (including direct rollovers)	2013-12-31	$720
Total plan assets at end of year	2013-12-31	$3,897,721
Total plan assets at beginning of year	2013-12-31	$3,017,848
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$223,604
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$100,151
Other income received	2013-12-31	$500,956
Net income (gross income less expenses)	2013-12-31	$879,873
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,897,721
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,017,848
Assets. Value of participant loans	2013-12-31	$24,169
Total contributions received or receivable from employer(s)	2013-12-31	$55,882
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : MCCORMICK & PRIORE, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$3,017,275
Expenses. Total of all expenses incurred	2012-12-31	$9,462
Benefits paid (including direct rollovers)	2012-12-31	$7,904
Total plan assets at end of year	2012-12-31	$3,017,848
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$53,967
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,558
Contributions received from other sources (not participants or employers)	2012-12-31	$4,729
Other income received	2012-12-31	$2,945,087
Net income (gross income less expenses)	2012-12-31	$3,007,813
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,017,848
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$28,679
Total contributions received or receivable from employer(s)	2012-12-31	$13,492
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for MCCORMICK & PRIORE, P.C. 401(K) PLAN

2015: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCCORMICK & PRIORE, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCCORMICK & PRIORE, P.C.
Employer identification number (EIN):	232755721
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers