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MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN
Plan identification number 001

MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

MCCARTHY MCDONALD SCHULBERG & JOY has sponsored the creation of one or more 401k plans.

Company Name:MCCARTHY MCDONALD SCHULBERG & JOY
Employer identification number (EIN):251854302
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01MARGARET JOY MARGARET JOY2019-07-09
0012017-01-01CAROL MCCARTHY CAROL MCCARTHY2018-07-06
0012016-01-01CAROL MCCARTHY CAROL MCCARTHY2017-06-30
0012015-01-01CAROL MCCARTHY CAROL MCCARTHY2016-06-29
0012014-01-01CAROL MCCARTHY CAROL MCCARTHY2015-06-15
0012013-01-01CAROL MCCARTHY CAROL MCCARTHY2014-06-17
0012012-01-01CAROL MCCARTHY CAROL MCCARTHY2013-06-19
0012011-01-01CAROL MCCARTHY CAROL MCCARTHY2012-06-21
0012010-01-01CAROL MCCARTHY CAROL MCCARTHY2011-06-16
0012009-01-01CAROL MCCARTHY

Plan Statistics for MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN

Measure Date Value
2020: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-019
Total of all active and inactive participants2019-01-019
Total participants2019-01-019
Number of participants with account balances2019-01-019
2018: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Total of all active and inactive participants2018-01-0111
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
2017: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-018
Total of all active and inactive participants2017-01-018
Total participants2017-01-018
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-019
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Total of all active and inactive participants2015-01-0112
Total participants2015-01-0112
Number of participants with account balances2015-01-0111
2014: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
Number of participants with account balances2014-01-0111
2013: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
2012: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Total of all active and inactive participants2012-01-0112
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
2011: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Total of all active and inactive participants2011-01-0112
Total participants2011-01-0112
Number of participants with account balances2011-01-0111
2010: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Total of all active and inactive participants2010-01-0112
Total participants2010-01-0112
Number of participants with account balances2010-01-0111
2009: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Total of all active and inactive participants2009-01-0111
Total participants2009-01-0111
Number of participants with account balances2009-01-019

Financial Data on MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN

Measure Date Value
2020 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$38,481
Expenses. Total of all expenses incurred2020-12-31$1,743,917
Benefits paid (including direct rollovers)2020-12-31$1,743,917
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$1,705,436
Value of fidelity bond covering the plan2020-12-31$265,000
Total contributions received or receivable from participants2020-12-31$0
Other income received2020-12-31$38,481
Net income (gross income less expenses)2020-12-31$-1,705,436
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,705,436
Total contributions received or receivable from employer(s)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$1,743,917
2019 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$377,031
Expenses. Total of all expenses incurred2019-12-31$83,898
Benefits paid (including direct rollovers)2019-12-31$83,898
Total plan assets at end of year2019-12-31$1,705,436
Total plan assets at beginning of year2019-12-31$1,412,303
Value of fidelity bond covering the plan2019-12-31$265,000
Total contributions received or receivable from participants2019-12-31$48,944
Other income received2019-12-31$299,667
Net income (gross income less expenses)2019-12-31$293,133
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,705,436
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,412,303
Total contributions received or receivable from employer(s)2019-12-31$28,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$83,898
2018 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$28,685
Expenses. Total of all expenses incurred2018-12-31$300,322
Benefits paid (including direct rollovers)2018-12-31$300,322
Total plan assets at end of year2018-12-31$1,412,303
Total plan assets at beginning of year2018-12-31$1,683,940
Value of fidelity bond covering the plan2018-12-31$265,000
Total contributions received or receivable from participants2018-12-31$80,778
Other income received2018-12-31$-76,819
Net income (gross income less expenses)2018-12-31$-271,637
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,412,303
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,683,940
Total contributions received or receivable from employer(s)2018-12-31$24,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$300,322
2017 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$361,486
Expenses. Total of all expenses incurred2017-12-31$452,549
Benefits paid (including direct rollovers)2017-12-31$452,549
Total plan assets at end of year2017-12-31$1,683,940
Total plan assets at beginning of year2017-12-31$1,775,003
Value of fidelity bond covering the plan2017-12-31$265,000
Total contributions received or receivable from participants2017-12-31$84,104
Other income received2017-12-31$255,407
Net income (gross income less expenses)2017-12-31$-91,063
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,683,940
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,775,003
Total contributions received or receivable from employer(s)2017-12-31$21,975
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$452,549
2016 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$240,820
Total plan assets at end of year2016-12-31$1,775,003
Total plan assets at beginning of year2016-12-31$1,534,183
Value of fidelity bond covering the plan2016-12-31$265,000
Total contributions received or receivable from participants2016-12-31$82,691
Other income received2016-12-31$136,567
Net income (gross income less expenses)2016-12-31$240,820
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,775,003
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,534,183
Total contributions received or receivable from employer(s)2016-12-31$21,562
2015 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$81,868
Total plan assets at end of year2015-12-31$1,534,183
Total plan assets at beginning of year2015-12-31$1,452,315
Value of fidelity bond covering the plan2015-12-31$265,000
Total contributions received or receivable from participants2015-12-31$102,811
Other income received2015-12-31$-50,577
Net income (gross income less expenses)2015-12-31$81,868
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,534,183
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,452,315
Total contributions received or receivable from employer(s)2015-12-31$29,634
2014 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$195,223
Expenses. Total of all expenses incurred2014-12-31$14,601
Benefits paid (including direct rollovers)2014-12-31$14,601
Total plan assets at end of year2014-12-31$1,452,315
Total plan assets at beginning of year2014-12-31$1,271,693
Value of fidelity bond covering the plan2014-12-31$265,000
Total contributions received or receivable from participants2014-12-31$126,691
Other income received2014-12-31$40,535
Net income (gross income less expenses)2014-12-31$180,622
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,452,315
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,271,693
Total contributions received or receivable from employer(s)2014-12-31$27,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$14,601
2013 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$304,837
Expenses. Total of all expenses incurred2013-12-31$12,539
Benefits paid (including direct rollovers)2013-12-31$12,539
Total plan assets at end of year2013-12-31$1,271,693
Total plan assets at beginning of year2013-12-31$979,395
Value of fidelity bond covering the plan2013-12-31$265,000
Total contributions received or receivable from participants2013-12-31$120,603
Other income received2013-12-31$157,836
Net income (gross income less expenses)2013-12-31$292,298
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,271,693
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$979,395
Total contributions received or receivable from employer(s)2013-12-31$26,398
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$12,539
2012 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$222,385
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$979,395
Total plan assets at beginning of year2012-12-31$757,010
Value of fidelity bond covering the plan2012-12-31$265,000
Total contributions received or receivable from participants2012-12-31$94,948
Other income received2012-12-31$97,545
Net income (gross income less expenses)2012-12-31$222,385
Net plan assets at end of year (total assets less liabilities)2012-12-31$979,395
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$757,010
Total contributions received or receivable from employer(s)2012-12-31$29,892
2011 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$47,942
Expenses. Total of all expenses incurred2011-12-31$5,969
Benefits paid (including direct rollovers)2011-12-31$5,969
Total plan assets at end of year2011-12-31$757,010
Total plan assets at beginning of year2011-12-31$715,037
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$62,483
Other income received2011-12-31$-39,702
Net income (gross income less expenses)2011-12-31$41,973
Net plan assets at end of year (total assets less liabilities)2011-12-31$757,010
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$715,037
Total contributions received or receivable from employer(s)2011-12-31$25,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$5,969
2010 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$196,086
Total plan assets at end of year2010-12-31$715,037
Total plan assets at beginning of year2010-12-31$518,951
Value of fidelity bond covering the plan2010-12-31$265,000
Total contributions received or receivable from participants2010-12-31$60,170
Other income received2010-12-31$112,725
Net income (gross income less expenses)2010-12-31$196,086
Net plan assets at end of year (total assets less liabilities)2010-12-31$715,037
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$518,951
Total contributions received or receivable from employer(s)2010-12-31$23,191

Form 5500 Responses for MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN

2020: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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