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DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN 401k Plan overview

Plan NameDICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN
Plan identification number 001

DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC has sponsored the creation of one or more 401k plans.

Company Name:DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC
Employer identification number (EIN):273461939
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JACE MCKEIGHAN2015-05-11
0012013-01-01JACE MCKEIGHAN2014-09-15
0012012-01-01JACE MCKEIGHAN2013-05-13
0012011-01-01JACE MCKEIGHAN2012-04-23

Plan Statistics for DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN

401k plan membership statisitcs for DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN

Measure Date Value
2025: DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-103
Total number of particpants at end of year2025-10-103
Number of Participants With Account Balances2025-10-103
2024: DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-083
Total number of particpants at end of year2024-10-083
Number of Participants With Account Balances2024-10-083
2022: DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-183
Total number of particpants at end of year2022-08-183
Number of Participants With Account Balances2022-08-183

Financial Data on DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN

Measure Date Value
2025 : DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-1010478
Net assets as of the end of the plan year2025-10-101082627
Total assets as of the beginning of the plan year2025-10-10908716
Value of plan covered by a fidelity bond2025-10-1090000
Participant contributions to plan in this plan year2025-10-1013000
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10168389
Plan net income in this plan year2025-10-10173911
Net assets as of the end of the plan year2025-10-101082627
Net assets as of the beginning of the plan year2025-10-10908716
Employer contributions to plan in this plan year2025-10-103000
Fees paid to broker by Benefit Provider2025-10-10497
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1010478
2024 : DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-088422
Net assets as of the end of the plan year2024-10-08908716
Total assets as of the beginning of the plan year2024-10-08739479
Value of plan covered by a fidelity bond2024-10-0890000
Participant contributions to plan in this plan year2024-10-0813000
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-08161162
Plan net income in this plan year2024-10-08169237
Net assets as of the end of the plan year2024-10-08908716
Net assets as of the beginning of the plan year2024-10-08739479
Employer contributions to plan in this plan year2024-10-083497
Fees paid to broker by Benefit Provider2024-10-08399
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-088422
2022 : DICARLO, CASERTA, MCKEIGHAN & PHELPS PLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-180
Total liabilities as of the end of the plan year2022-08-180
Total liabilities as of the beginning of the plan year2022-08-180
Total expenses incurred by plan in this plan year2022-08-188566
Net assets as of the end of the plan year2022-08-18899015
Total assets as of the beginning of the plan year2022-08-18741031
Value of plan covered by a fidelity bond2022-08-1875000
Participant contributions to plan in this plan year2022-08-1813000
Other expenses paid from plan in this plan year2022-08-180
Other contributions to plan in this plan year2022-08-180
Other income to plan in this plan year2022-08-18150550
Plan net income in this plan year2022-08-18157984
Net assets as of the end of the plan year2022-08-18899015
Net assets as of the beginning of the plan year2022-08-18741031
Employer contributions to plan in this plan year2022-08-183000
Fees paid to broker by Benefit Provider2022-08-18406
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-188566

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