401k Plan data: SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN plan

SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING 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.
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

SCARBOROUGH & TWEED, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCARBOROUGH & TWEED, INC.

Employer identification number (EIN): 133687483

NAIC Classification: 541400

Additional information about SCARBOROUGH & TWEED, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1992-10-30

Company Identification Number: 1676985

Legal Registered Office Address: 40 CLINTON ST
Westchester
PLEASANTVILLE
United States of America (USA)
10570

More information about SCARBOROUGH & TWEED, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DAVE MCCULLAGH 2024-07-01
002 2022-01-01 DAVID MCCULLAGH 2023-10-13 DAVID MCCULLAGH 2023-10-13
002 2021-01-01 DAVID MCCULLAGH 2022-09-27 DAVID MCCULLAGH 2022-09-27
002 2020-01-01 DAVID MCCULLAGH 2021-10-06 DAVID MCCULLAGH 2021-10-06
002 2019-01-01 DAVID MCCULLAGH 2020-10-02 DAVID MCCULLAGH 2020-10-02
002 2018-01-01 DAVID MCCULLAGH 2019-09-25 DAVID MCCULLAGH 2019-09-25
002 2017-01-01 DAVID MCCULLAGH 2018-09-21 DAVID MCCULLAGH 2018-09-21
002 2016-01-01 DAVID MCCULLAGH 2017-10-06 DAVID MCCULLAGH 2017-10-06
002 2015-01-01 DAVID MCCULLAGH 2016-10-13 DAVID MCCULLAGH 2016-10-13
002 2014-01-01 LISA MCCULLAGH 2015-08-26
002 2013-01-01 LISA MCCULLAGH 2014-10-14
002 2012-01-01 LISA MCCULLAGH 2013-10-05
002 2011-01-01 LISA MCCULLAGH 2012-10-11
002 2010-01-01 SCARBOROUGH TWEED INC 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DAVE MCCULLAGH	2024-07-01
002	2022-01-01	DAVID MCCULLAGH	2023-10-13	DAVID MCCULLAGH	2023-10-13
002	2021-01-01	DAVID MCCULLAGH	2022-09-27	DAVID MCCULLAGH	2022-09-27
002	2020-01-01	DAVID MCCULLAGH	2021-10-06	DAVID MCCULLAGH	2021-10-06
002	2019-01-01	DAVID MCCULLAGH	2020-10-02	DAVID MCCULLAGH	2020-10-02
002	2018-01-01	DAVID MCCULLAGH	2019-09-25	DAVID MCCULLAGH	2019-09-25
002	2017-01-01	DAVID MCCULLAGH	2018-09-21	DAVID MCCULLAGH	2018-09-21
002	2016-01-01	DAVID MCCULLAGH	2017-10-06	DAVID MCCULLAGH	2017-10-06
002	2015-01-01	DAVID MCCULLAGH	2016-10-13	DAVID MCCULLAGH	2016-10-13
002	2014-01-01	LISA MCCULLAGH	2015-08-26
002	2013-01-01	LISA MCCULLAGH	2014-10-14
002	2012-01-01	LISA MCCULLAGH	2013-10-05
002	2011-01-01	LISA MCCULLAGH	2012-10-11
002	2010-01-01	SCARBOROUGH TWEED INC	2011-07-06

Plan Statistics for SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-09 98
Total number of particpants at end of year 2025-07-09 111
Number of Participants With Account Balances 2025-07-09 95
2024: SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-01 77
Total number of particpants at end of year 2024-07-01 96
Number of Participants With Account Balances 2024-07-01 79

Measure	Date	Value
2025: SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-09	98
Total number of particpants at end of year	2025-07-09	111
Number of Participants With Account Balances	2025-07-09	95
2024: SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-01	77
Total number of particpants at end of year	2024-07-01	96
Number of Participants With Account Balances	2024-07-01	79

Financial Data on SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-09	47324
Net assets as of the end of the plan year	2025-07-09	7106531
Total assets as of the beginning of the plan year	2025-07-09	5971307
Value of plan covered by a fidelity bond	2025-07-09	1000000
Participant contributions to plan in this plan year	2025-07-09	129076
Other income to plan in this plan year	2025-07-09	687981
Plan net income in this plan year	2025-07-09	1135224
Net assets as of the end of the plan year	2025-07-09	7106531
Net assets as of the beginning of the plan year	2025-07-09	5971307
Employer contributions to plan in this plan year	2025-07-09	365491
2024 : SCARBOROUGH & TWEED, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-07-01	0
Total expenses incurred by plan in this plan year	2024-07-01	44975
Net assets as of the end of the plan year	2024-07-01	5971307
Total assets as of the beginning of the plan year	2024-07-01	5158914
Value of plan covered by a fidelity bond	2024-07-01	1000000
Participant contributions to plan in this plan year	2024-07-01	108990
Other income to plan in this plan year	2024-07-01	748378
Plan net income in this plan year	2024-07-01	812393
Net assets as of the end of the plan year	2024-07-01	5971307
Net assets as of the beginning of the plan year	2024-07-01	5158914
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-01	30960

Potentially related plans

SCARBOROUGH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN [EIN = 630673240]

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

Company Name:	SCARBOROUGH & TWEED, INC.
Employer identification number (EIN):	133687483
NAIC Classification:	541400

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1992-10-30
Company Identification Number:	1676985
Legal Registered Office Address:	40 CLINTON ST Westchester PLEASANTVILLE United States of America (USA) 10570