?>
Logo

MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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 & O'BRIEN LLP has sponsored the creation of one or more 401k plans.

Company Name:MCCORMICK & O'BRIEN LLP
Employer identification number (EIN):260123664
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MCCORMICK & O'BRIEN LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2005-07-28
Company Identification Number: 3236142
Legal Registered Office Address: 9 E 40TH ST
4TH FL
NEW YORK
United States of America (USA)
10016

More information about MCCORMICK & O'BRIEN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01CHARLES MCCORMICK2022-06-07 CHARLES F MCCORMICK2022-06-07
0012020-01-01CHARLES MCCORMICK2021-09-17
0012019-01-01CHARELS MCCORMICK2020-07-17
0012018-01-01
0012017-01-01FOLAMI LOPEZ
0012016-01-01FOLAMI LOPEZ
0012015-01-01FOLAMI LOPEZ
0012014-01-01FOLAMI LOPEZ
0012013-01-01CHARLES MCCORMICK
0012012-01-01MCCORMICK O BRIEN LLP
0012010-01-01CHARLES F. MCCORMICK2011-10-28 CHARLES F. MCCORMICK2011-10-28

Plan Statistics for MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2018: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0112
Number of participants with account balances2017-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2018 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$81,472
Expenses. Total of all expenses incurred2018-12-31$286,250
Benefits paid (including direct rollovers)2018-12-31$284,970
Total plan assets at end of year2018-12-31$915,546
Total plan assets at beginning of year2018-12-31$1,120,324
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$48,375
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-70,399
Net income (gross income less expenses)2018-12-31$-204,778
Net plan assets at end of year (total assets less liabilities)2018-12-31$915,546
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,120,324
Assets. Value of participant loans2018-12-31$18,697
Total contributions received or receivable from employer(s)2018-12-31$103,496
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$187,056
Expenses. Total of all expenses incurred2017-12-31$46,924
Benefits paid (including direct rollovers)2017-12-31$46,717
Total plan assets at end of year2017-12-31$1,120,324
Total plan assets at beginning of year2017-12-31$980,192
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$55,105
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$37,678
Net income (gross income less expenses)2017-12-31$140,132
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,120,324
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$980,192
Assets. Value of participant loans2017-12-31$22,533
Total contributions received or receivable from employer(s)2017-12-31$94,273
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$143,402
Expenses. Total of all expenses incurred2016-12-31$149,176
Benefits paid (including direct rollovers)2016-12-31$149,036
Total plan assets at end of year2016-12-31$980,192
Total plan assets at beginning of year2016-12-31$985,966
Value of fidelity bond covering the plan2016-12-31$0
Total contributions received or receivable from participants2016-12-31$50,050
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-3,070
Net income (gross income less expenses)2016-12-31$-5,774
Net plan assets at end of year (total assets less liabilities)2016-12-31$980,192
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$985,966
Total contributions received or receivable from employer(s)2016-12-31$96,422
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$120,946
Expenses. Total of all expenses incurred2015-12-31$5,562
Benefits paid (including direct rollovers)2015-12-31$5,497
Total plan assets at end of year2015-12-31$985,966
Total plan assets at beginning of year2015-12-31$870,582
Value of fidelity bond covering the plan2015-12-31$0
Total contributions received or receivable from participants2015-12-31$55,777
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-35,525
Net income (gross income less expenses)2015-12-31$115,384
Net plan assets at end of year (total assets less liabilities)2015-12-31$985,966
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$870,582
Assets. Value of participant loans2015-12-31$10,395
Total contributions received or receivable from employer(s)2015-12-31$100,694
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$60,080
Expenses. Total of all expenses incurred2014-12-31$50,955
Benefits paid (including direct rollovers)2014-12-31$50,890
Total plan assets at end of year2014-12-31$870,582
Total plan assets at beginning of year2014-12-31$861,457
Value of fidelity bond covering the plan2014-12-31$0
Total contributions received or receivable from participants2014-12-31$66,749
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-97,844
Net income (gross income less expenses)2014-12-31$9,125
Net plan assets at end of year (total assets less liabilities)2014-12-31$870,582
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$861,457
Assets. Value of participant loans2014-12-31$44,999
Total contributions received or receivable from employer(s)2014-12-31$91,175
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$346,829
Expenses. Total of all expenses incurred2013-12-31$1,656
Benefits paid (including direct rollovers)2013-12-31$1,591
Total plan assets at end of year2013-12-31$861,457
Total plan assets at beginning of year2013-12-31$516,284
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$65,011
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$120,000
Other income received2013-12-31$75,870
Net income (gross income less expenses)2013-12-31$345,173
Net plan assets at end of year (total assets less liabilities)2013-12-31$861,457
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$516,284
Assets. Value of participant loans2013-12-31$58,582
Total contributions received or receivable from employer(s)2013-12-31$85,948
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$130,033
Expenses. Total of all expenses incurred2012-12-31$31,387
Benefits paid (including direct rollovers)2012-12-31$31,127
Total plan assets at end of year2012-12-31$516,284
Total plan assets at beginning of year2012-12-31$417,638
Value of fidelity bond covering the plan2012-12-31$0
Total contributions received or receivable from participants2012-12-31$18,579
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$16,742
Net income (gross income less expenses)2012-12-31$98,646
Net plan assets at end of year (total assets less liabilities)2012-12-31$516,284
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$417,638
Assets. Value of participant loans2012-12-31$20,306
Total contributions received or receivable from employer(s)2012-12-31$94,712
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0

Form 5500 Responses for MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

2018: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
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

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3