401k Plan data: EDWARD J MCCARTHY PROFIT SHARING PLAN plan

EDWARD J MCCARTHY PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDWARD J MCCARTHY PROFIT SHARING PLAN
Plan identification number	001

EDWARD J MCCARTHY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Health (other than dental or vision)

401k Sponsoring company profile

EDWARD J MCCARTHY has sponsored the creation of one or more 401k plans.

Company Name: EDWARD J MCCARTHY

Employer identification number (EIN): 431297604

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD J MCCARTHY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 EDWARD MCCARTHY 2024-07-10 EDWARD MCCARTHY 2024-07-10
001 2022-01-01
001 2022-01-01 EDWARD MCCARTHY
001 2021-01-01
001 2021-01-01 EDWARD MCCARTHY
001 2020-01-01
001 2019-01-01
001 2018-01-01 EDWARD MCCARTHY EDWARD MCCARTHY 2019-07-15
001 2017-01-01 EDWARD MCCARTHY EDWARD MCCARTHY 2018-07-30
001 2016-01-01 EDWARD MCCARTHY EDWARD MCCARTHY 2017-07-13
001 2015-01-01 EDWARD MCCARTHY EDWARD MCCARTHY 2016-07-29
001 2014-01-01 EDWARD MCCARTHY EDWARD MCCARTHY 2015-07-31
001 2013-01-01 EDWARD MCCARTHY EDWARD MCCARTHY 2014-07-18
001 2012-01-01 EDWARD MCCARTHY EDWARD MCCARTHY 2013-07-19
001 2011-01-01 EDWARD MCCARTHY
001 2009-01-01 EDWARD MCCARTHY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	EDWARD MCCARTHY	2024-07-10	EDWARD MCCARTHY	2024-07-10
001	2022-01-01
001	2022-01-01	EDWARD MCCARTHY
001	2021-01-01
001	2021-01-01	EDWARD MCCARTHY
001	2020-01-01
001	2019-01-01
001	2018-01-01	EDWARD MCCARTHY		EDWARD MCCARTHY	2019-07-15
001	2017-01-01	EDWARD MCCARTHY		EDWARD MCCARTHY	2018-07-30
001	2016-01-01	EDWARD MCCARTHY		EDWARD MCCARTHY	2017-07-13
001	2015-01-01	EDWARD MCCARTHY		EDWARD MCCARTHY	2016-07-29
001	2014-01-01	EDWARD MCCARTHY		EDWARD MCCARTHY	2015-07-31
001	2013-01-01	EDWARD MCCARTHY		EDWARD MCCARTHY	2014-07-18
001	2012-01-01	EDWARD MCCARTHY		EDWARD MCCARTHY	2013-07-19
001	2011-01-01	EDWARD MCCARTHY
001	2009-01-01	EDWARD MCCARTHY

Financial Data on EDWARD J MCCARTHY PROFIT SHARING PLAN

Measure	Date	Value
2025 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-09	2550
Total liabilities as of the beginning of the plan year	2025-07-09	78050
Net assets as of the end of the plan year	2025-07-09	6759850
Total assets as of the beginning of the plan year	2025-07-09	5679878
Value of plan covered by a fidelity bond	2025-07-09	100000
Participant contributions to plan in this plan year	2025-07-09	47500
Other income to plan in this plan year	2025-07-09	1046589
Plan net income in this plan year	2025-07-09	1155472
Net assets as of the end of the plan year	2025-07-09	6757300
Net assets as of the beginning of the plan year	2025-07-09	5601828
Employer contributions to plan in this plan year	2025-07-09	61383
2024 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-07-10	78050
Total expenses incurred by plan in this plan year	2024-07-10	0
Net assets as of the end of the plan year	2024-07-10	5679878
Total assets as of the beginning of the plan year	2024-07-10	4404201
Value of plan covered by a fidelity bond	2024-07-10	100000
Participant contributions to plan in this plan year	2024-07-10	29500
Other income to plan in this plan year	2024-07-10	1145627
Plan net income in this plan year	2024-07-10	1197627
Net assets as of the end of the plan year	2024-07-10	5601828
Net assets as of the beginning of the plan year	2024-07-10	4404201
Employer contributions to plan in this plan year	2024-07-10	22500
2022 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$11,614
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$4,404,201
Total plan assets at beginning of year	2022-12-31	$4,392,587
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$31,525
Other income received	2022-12-31	$-51,436
Net income (gross income less expenses)	2022-12-31	$11,614
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,404,201
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,392,587
Total contributions received or receivable from employer(s)	2022-12-31	$31,525
2021 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$13,131
Total income from all sources	2021-12-31	$629,345
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$4,392,587
Total plan assets at beginning of year	2021-12-31	$3,776,373
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$42,275
Other income received	2021-12-31	$544,795
Net income (gross income less expenses)	2021-12-31	$629,345
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,392,587
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,763,242
Total contributions received or receivable from employer(s)	2021-12-31	$42,275
2020 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$13,131
Total income from all sources	2020-12-31	$625,706
Expenses. Total of all expenses incurred	2020-12-31	$32,716
Benefits paid (including direct rollovers)	2020-12-31	$32,716
Total plan assets at end of year	2020-12-31	$3,776,373
Total plan assets at beginning of year	2020-12-31	$3,170,252
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$44,950
Other income received	2020-12-31	$535,806
Net income (gross income less expenses)	2020-12-31	$592,990
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,763,242
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,170,252
Total contributions received or receivable from employer(s)	2020-12-31	$44,950
2019 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$736,378
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$3,170,252
Total plan assets at beginning of year	2019-12-31	$2,433,874
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$42,575
Assets. Value of loans (other than to participants)	2019-12-31	$42,000
Other income received	2019-12-31	$651,228
Net income (gross income less expenses)	2019-12-31	$736,378
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,170,252
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,433,874
Total contributions received or receivable from employer(s)	2019-12-31	$42,575
2018 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$37,275
Expenses. Total of all expenses incurred	2018-12-31	$202
Total plan assets at end of year	2018-12-31	$2,433,874
Total plan assets at beginning of year	2018-12-31	$2,396,801
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$37,713
Assets. Value of loans (other than to participants)	2018-12-31	$42,000
Other income received	2018-12-31	$-38,151
Net income (gross income less expenses)	2018-12-31	$37,073
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,433,874
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,396,801
Total contributions received or receivable from employer(s)	2018-12-31	$37,713
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$202
2017 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$425,377
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,396,801
Total plan assets at beginning of year	2017-12-31	$1,971,424
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$37,760
Assets. Value of loans (other than to participants)	2017-12-31	$42,000
Other income received	2017-12-31	$349,857
Net income (gross income less expenses)	2017-12-31	$425,377
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,396,801
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,971,424
Total contributions received or receivable from employer(s)	2017-12-31	$37,760
2016 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$15,344
Total income from all sources	2016-12-31	$250,157
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,971,424
Total plan assets at beginning of year	2016-12-31	$1,736,611
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$43,517
Assets. Value of loans (other than to participants)	2016-12-31	$42,000
Other income received	2016-12-31	$170,873
Net income (gross income less expenses)	2016-12-31	$250,157
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,971,424
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,721,267
Total contributions received or receivable from employer(s)	2016-12-31	$35,767
2015 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$15,344
Total plan liabilities at beginning of year	2015-12-31	$27,507
Total income from all sources	2015-12-31	$61,770
Expenses. Total of all expenses incurred	2015-12-31	$6,172
Benefits paid (including direct rollovers)	2015-12-31	$6,172
Total plan assets at end of year	2015-12-31	$1,736,611
Total plan assets at beginning of year	2015-12-31	$1,693,176
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$42,198
Assets. Value of loans (other than to participants)	2015-12-31	$42,000
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-19,149
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$55,598
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,721,267
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,665,669
Total contributions received or receivable from employer(s)	2015-12-31	$38,721
2014 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$27,507
Total plan liabilities at beginning of year	2014-12-31	$2,640
Total income from all sources	2014-12-31	$182,003
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,693,176
Total plan assets at beginning of year	2014-12-31	$1,486,306
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$46,616
Assets. Value of loans (other than to participants)	2014-12-31	$42,000
Other income received	2014-12-31	$96,321
Net income (gross income less expenses)	2014-12-31	$182,003
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,665,669
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,483,666
Total contributions received or receivable from employer(s)	2014-12-31	$39,066
2013 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$2,640
Total income from all sources	2013-12-31	$403,365
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,486,306
Total plan assets at beginning of year	2013-12-31	$1,080,301
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$35,050
Assets. Value of loans (other than to participants)	2013-12-31	$42,000
Other income received	2013-12-31	$329,815
Net income (gross income less expenses)	2013-12-31	$403,365
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,483,666
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,080,301
Total contributions received or receivable from employer(s)	2013-12-31	$38,500
2012 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$187,932
Total plan assets at end of year	2012-12-31	$1,080,301
Total plan assets at beginning of year	2012-12-31	$892,369
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$31,075
Assets. Value of loans (other than to participants)	2012-12-31	$42,000
Other income received	2012-12-31	$121,622
Net income (gross income less expenses)	2012-12-31	$187,932
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,080,301
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$892,369
Total contributions received or receivable from employer(s)	2012-12-31	$35,235
2011 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$82,059
Total plan assets at end of year	2011-12-31	$892,369
Total plan assets at beginning of year	2011-12-31	$810,310
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$32,068
Assets. Value of loans (other than to participants)	2011-12-31	$42,000
Other income received	2011-12-31	$17,923
Net income (gross income less expenses)	2011-12-31	$82,059
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$892,369
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$810,310
Total contributions received or receivable from employer(s)	2011-12-31	$32,068
2010 : EDWARD J MCCARTHY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$129,199
Total plan assets at end of year	2010-12-31	$810,310
Total plan assets at beginning of year	2010-12-31	$681,111
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$31,949
Assets. Value of loans (other than to participants)	2010-12-31	$42,000
Other income received	2010-12-31	$65,301
Net income (gross income less expenses)	2010-12-31	$129,199
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$810,310
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$681,111
Total contributions received or receivable from employer(s)	2010-12-31	$31,949

Form 5500 Responses for EDWARD J MCCARTHY PROFIT SHARING PLAN

2022: EDWARD J MCCARTHY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EDWARD J MCCARTHY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EDWARD J MCCARTHY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EDWARD J MCCARTHY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EDWARD J MCCARTHY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EDWARD J MCCARTHY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EDWARD J MCCARTHY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EDWARD J MCCARTHY PROFIT SHARING 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: EDWARD J MCCARTHY PROFIT SHARING 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: EDWARD J MCCARTHY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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: EDWARD J MCCARTHY PROFIT SHARING 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
2011: EDWARD J MCCARTHY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EDWARD J MCCARTHY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD J MCCARTHY
Employer identification number (EIN):	431297604
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants