401k Plan data: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST plan

JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST
Plan identification number	001

JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

JOSEPH T.MCCARTHY LTD. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH T.MCCARTHY LTD.

Employer identification number (EIN): 362968918

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JOSEPH MCCARTHY
001 2013-01-01 JOSEPH MCCARTHY
001 2012-01-01 JOSEPH MCCARTHY
001 2011-01-01 JOSEPH MCCARTHY
001 2010-01-01 JOSEPH MCCARTHY
001 2009-01-01 JOSEPH MCCARTHY

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	JOSEPH MCCARTHY
001	2013-01-01	JOSEPH MCCARTHY
001	2012-01-01	JOSEPH MCCARTHY
001	2011-01-01	JOSEPH MCCARTHY
001	2010-01-01	JOSEPH MCCARTHY
001	2009-01-01	JOSEPH MCCARTHY

Plan Statistics for JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
2013: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2014: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
2013: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-11-30	$47,120
Expenses. Total of all expenses incurred	2014-11-30	$854,036
Benefits paid (including direct rollovers)	2014-11-30	$854,036
Total plan assets at end of year	2014-11-30	$0
Total plan assets at beginning of year	2014-11-30	$806,916
Value of fidelity bond covering the plan	2014-11-30	$100,000
Assets. Value of loans (other than to participants)	2014-11-30	$0
Other income received	2014-11-30	$47,120
Net income (gross income less expenses)	2014-11-30	$-806,916
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$806,916
Assets. Value of participant loans	2014-11-30	$0
Assets. Value of assets in partnership/joint-venture interests	2014-11-30	$0
Assets. Value of real-estate (other than employer real property)	2014-11-30	$0
Assets. Value of employer securities	2014-11-30	$0
Assets. Value of employer real property	2014-11-30	$0
2013 : JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$58,671
Total plan assets at end of year	2013-12-31	$806,916
Total plan assets at beginning of year	2013-12-31	$748,245
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$28,142
Net income (gross income less expenses)	2013-12-31	$58,671
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$806,916
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$748,245
Total contributions received or receivable from employer(s)	2013-12-31	$30,529
2012 : JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$81,978
Expenses. Total of all expenses incurred	2012-12-31	$166,900
Benefits paid (including direct rollovers)	2012-12-31	$166,900
Total plan assets at end of year	2012-12-31	$748,245
Total plan assets at beginning of year	2012-12-31	$833,167
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$58,646
Net income (gross income less expenses)	2012-12-31	$-84,922
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$748,245
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$833,167
Assets. Value of participant loans	2012-12-31	$8,625
Total contributions received or receivable from employer(s)	2012-12-31	$23,332
2011 : JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$30,018
Total plan assets at end of year	2011-12-31	$833,167
Total plan assets at beginning of year	2011-12-31	$803,149
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$11,366
Net income (gross income less expenses)	2011-12-31	$30,018
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$833,167
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$803,149
Assets. Value of participant loans	2011-12-31	$11,540
Total contributions received or receivable from employer(s)	2011-12-31	$18,652
2010 : JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$81,666
Total plan assets at end of year	2010-12-31	$803,149
Total plan assets at beginning of year	2010-12-31	$721,483
Other income received	2010-12-31	$62,488
Net income (gross income less expenses)	2010-12-31	$81,666
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$803,149
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$721,483
Total contributions received or receivable from employer(s)	2010-12-31	$19,178

Form 5500 Responses for JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST

2014: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOSEPH T. MCCARTHY LTD. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOSEPH T.MCCARTHY LTD.
Employer identification number (EIN):	362968918
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants