MCCARTHY MCDONALD SCHULBERG & JOY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN
401k plan membership statisitcs for MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2020: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
2019: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 9 |
2018: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 11 |
2017: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Total participants | 2016-01-01 | 9 |
Number of participants with account balances | 2016-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 12 |
Total participants | 2015-01-01 | 12 |
Number of participants with account balances | 2015-01-01 | 11 |
2014: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 12 |
Total participants | 2014-01-01 | 12 |
Number of participants with account balances | 2014-01-01 | 11 |
2013: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
2012: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 12 |
2011: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Total of all active and inactive participants | 2011-01-01 | 12 |
Total participants | 2011-01-01 | 12 |
Number of participants with account balances | 2011-01-01 | 11 |
2010: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
Total of all active and inactive participants | 2010-01-01 | 12 |
Total participants | 2010-01-01 | 12 |
Number of participants with account balances | 2010-01-01 | 11 |
2009: MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 9 |
Measure | Date | Value |
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2020 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $38,481 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,743,917 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,743,917 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $1,705,436 |
Value of fidelity bond covering the plan | 2020-12-31 | $265,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $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 securities | 2020-12-31 | $1,743,917 |
2019 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $377,031 |
Expenses. Total of all expenses incurred | 2019-12-31 | $83,898 |
Benefits paid (including direct rollovers) | 2019-12-31 | $83,898 |
Total plan assets at end of year | 2019-12-31 | $1,705,436 |
Total plan assets at beginning of year | 2019-12-31 | $1,412,303 |
Value of fidelity bond covering the plan | 2019-12-31 | $265,000 |
Total contributions received or receivable from participants | 2019-12-31 | $48,944 |
Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $83,898 |
2018 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $28,685 |
Expenses. Total of all expenses incurred | 2018-12-31 | $300,322 |
Benefits paid (including direct rollovers) | 2018-12-31 | $300,322 |
Total plan assets at end of year | 2018-12-31 | $1,412,303 |
Total plan assets at beginning of year | 2018-12-31 | $1,683,940 |
Value of fidelity bond covering the plan | 2018-12-31 | $265,000 |
Total contributions received or receivable from participants | 2018-12-31 | $80,778 |
Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $300,322 |
2017 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $361,486 |
Expenses. Total of all expenses incurred | 2017-12-31 | $452,549 |
Benefits paid (including direct rollovers) | 2017-12-31 | $452,549 |
Total plan assets at end of year | 2017-12-31 | $1,683,940 |
Total plan assets at beginning of year | 2017-12-31 | $1,775,003 |
Value of fidelity bond covering the plan | 2017-12-31 | $265,000 |
Total contributions received or receivable from participants | 2017-12-31 | $84,104 |
Other income received | 2017-12-31 | $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 securities | 2017-12-31 | $452,549 |
2016 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $240,820 |
Total plan assets at end of year | 2016-12-31 | $1,775,003 |
Total plan assets at beginning of year | 2016-12-31 | $1,534,183 |
Value of fidelity bond covering the plan | 2016-12-31 | $265,000 |
Total contributions received or receivable from participants | 2016-12-31 | $82,691 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $81,868 |
Total plan assets at end of year | 2015-12-31 | $1,534,183 |
Total plan assets at beginning of year | 2015-12-31 | $1,452,315 |
Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
Total contributions received or receivable from participants | 2015-12-31 | $102,811 |
Other income received | 2015-12-31 | $-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 |
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Total income from all sources | 2014-12-31 | $195,223 |
Expenses. Total of all expenses incurred | 2014-12-31 | $14,601 |
Benefits paid (including direct rollovers) | 2014-12-31 | $14,601 |
Total plan assets at end of year | 2014-12-31 | $1,452,315 |
Total plan assets at beginning of year | 2014-12-31 | $1,271,693 |
Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
Total contributions received or receivable from participants | 2014-12-31 | $126,691 |
Other income received | 2014-12-31 | $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 securities | 2014-12-31 | $14,601 |
2013 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $304,837 |
Expenses. Total of all expenses incurred | 2013-12-31 | $12,539 |
Benefits paid (including direct rollovers) | 2013-12-31 | $12,539 |
Total plan assets at end of year | 2013-12-31 | $1,271,693 |
Total plan assets at beginning of year | 2013-12-31 | $979,395 |
Value of fidelity bond covering the plan | 2013-12-31 | $265,000 |
Total contributions received or receivable from participants | 2013-12-31 | $120,603 |
Other income received | 2013-12-31 | $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 securities | 2013-12-31 | $12,539 |
2012 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $222,385 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $979,395 |
Total plan assets at beginning of year | 2012-12-31 | $757,010 |
Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
Total contributions received or receivable from participants | 2012-12-31 | $94,948 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $47,942 |
Expenses. Total of all expenses incurred | 2011-12-31 | $5,969 |
Benefits paid (including direct rollovers) | 2011-12-31 | $5,969 |
Total plan assets at end of year | 2011-12-31 | $757,010 |
Total plan assets at beginning of year | 2011-12-31 | $715,037 |
Value of fidelity bond covering the plan | 2011-12-31 | $265,000 |
Total contributions received or receivable from participants | 2011-12-31 | $62,483 |
Other income received | 2011-12-31 | $-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 securities | 2011-12-31 | $5,969 |
2010 : MCCARTHY MCDONALD SCHULBERG & JOY 401K PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $196,086 |
Total plan assets at end of year | 2010-12-31 | $715,037 |
Total plan assets at beginning of year | 2010-12-31 | $518,951 |
Value of fidelity bond covering the plan | 2010-12-31 | $265,000 |
Total contributions received or receivable from participants | 2010-12-31 | $60,170 |
Other income received | 2010-12-31 | $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 |