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TAX DEFERRED ANNUITY PLAN OF MCAR, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MCAR, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF MCAR, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

MCAR, INC has sponsored the creation of one or more 401k plans.

Company Name:MCAR, INC
Employer identification number (EIN):251045485
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MCAR, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LYNDSEY VOGAN2024-06-14
0032022-01-01LYNDSEY VOGAN2023-09-20
0032021-01-01LYNDSEY VOGAN2022-07-26
0032020-01-01LYNDSEY VOGAN2021-05-06
0032019-01-01LYNDSEY VOGAN2020-07-24
0032018-01-01LYNDSEY VOGAN2019-07-01
0032017-01-01DIANE O'ROURKE2018-06-27 DIANE O'ROURKE2018-06-27
0032016-01-01DIANE O'ROURKE, CEO2017-03-30 DIANE O'ROURKE, CEO2017-03-30
0032015-01-01DIANE O'ROURKE, COO2016-05-10 DIANE O'ROURKE, COO2016-05-10
0032014-01-01DIANE O'ROURKE2015-05-18
0032013-01-01ROBERT R. BEACH2014-06-10 ROBERT R. BEACH2014-06-10
0032012-01-01ROBERT R BEACH2013-04-22 ROBERT R BEACH2013-04-22
0032011-01-01ROBERT R BEACH2012-07-13 ROBERT R BEACH2012-07-13
0032010-01-01ROBERT BEACH2011-07-13 ROBERT BEACH2011-07-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF MCAR, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF MCAR, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF MCAR, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-3111
Total number of particpants at end of year2025-07-3110
Number of Participants With Account Balances2025-07-3110
2024: TAX DEFERRED ANNUITY PLAN OF MCAR, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-1412
Total number of particpants at end of year2024-06-1411
Number of Participants With Account Balances2024-06-1411
2022: TAX DEFERRED ANNUITY PLAN OF MCAR, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-2612
Total number of particpants at end of year2022-07-2611
Number of Participants With Account Balances2022-07-2611

Financial Data on TAX DEFERRED ANNUITY PLAN OF MCAR, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF MCAR, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-31144440
Net assets as of the end of the plan year2025-07-31132223
Total assets as of the beginning of the plan year2025-07-31257106
Value of plan covered by a fidelity bond2025-07-31250000
Participant contributions to plan in this plan year2025-07-315665
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3113892
Plan net income in this plan year2025-07-31-124883
Net assets as of the end of the plan year2025-07-31132223
Net assets as of the beginning of the plan year2025-07-31257106
Employer contributions to plan in this plan year2025-07-310
Fees paid to broker by Benefit Provider2025-07-3124
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31106
2024 : TAX DEFERRED ANNUITY PLAN OF MCAR, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-140
Total liabilities as of the end of the plan year2024-06-140
Total liabilities as of the beginning of the plan year2024-06-140
Total expenses incurred by plan in this plan year2024-06-147758
Net assets as of the end of the plan year2024-06-14257106
Total assets as of the beginning of the plan year2024-06-14213458
Value of plan covered by a fidelity bond2024-06-14250000
Participant contributions to plan in this plan year2024-06-1422570
Other expenses paid from plan in this plan year2024-06-140
Other contributions to plan in this plan year2024-06-140
Other income to plan in this plan year2024-06-1428836
Plan net income in this plan year2024-06-1443648
Net assets as of the end of the plan year2024-06-14257106
Net assets as of the beginning of the plan year2024-06-14213458
Employer contributions to plan in this plan year2024-06-140
Fees paid to broker by Benefit Provider2024-06-14132
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1424
2022 : TAX DEFERRED ANNUITY PLAN OF MCAR, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2615973
Net assets as of the end of the plan year2022-07-26230548
Total assets as of the beginning of the plan year2022-07-26204123
Value of plan covered by a fidelity bond2022-07-26250000
Participant contributions to plan in this plan year2022-07-2616670
Other expenses paid from plan in this plan year2022-07-26128
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-2625728
Plan net income in this plan year2022-07-2626425
Net assets as of the end of the plan year2022-07-26230548
Net assets as of the beginning of the plan year2022-07-26204123
Employer contributions to plan in this plan year2022-07-260
Fees paid to broker by Benefit Provider2022-07-2623

Potentially related plans

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