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CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 401k Plan overview

Plan NameCUDDY & MCCARTHY, LLP PROFIT SHARING PLAN
Plan identification number 002

CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CUDDY & MCCARTHY, LLP has sponsored the creation of one or more 401k plans.

Company Name:CUDDY & MCCARTHY, LLP
Employer identification number (EIN):850293653
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CHRISTIE MORROW2023-07-25 CHRISTIE MORROW2023-07-25
0022021-01-01CHRISTIE MORROW2022-08-04 CHRISTIE MORROW2022-08-04
0022020-01-01CHRISTIE MORROW2021-07-19 CHRISTIE MORROW2021-07-19
0022019-01-01CHRISTIE MORROW2020-06-25 CHRISTIE MORROW2020-06-25
0022018-01-01CHRISTIE MORROW2019-07-31 CHRISTIE MORROW2019-07-31
0022017-01-01JENNIFER SALADEN2018-09-27 JENNIFER SALADEN2018-09-27
0022016-01-01JENNIFER SALADEN2017-07-28
0022015-01-01JENNIFER SALADEN JENNIFER SALADEN2016-07-29
0022014-01-01JENNIFER SALADEN JENNIFER SALADEN2015-07-30
0022013-01-01JENNIFER SALADEN JENNIFER SALADEN2014-07-31
0022012-01-01JENNIFER SALADEN
0022011-01-01JENNIFER SALADEN
0022009-01-01VICTORIA L. EDWARDS
0022009-01-01JENNIFER SALADEN

Plan Statistics for CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN

401k plan membership statisitcs for CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN

Measure Date Value
2015: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0149
Total number of active participants reported on line 7a of the Form 55002015-01-0138
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0152
Number of participants with account balances2015-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0152
Total number of active participants reported on line 7a of the Form 55002014-01-0138
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0149
Number of participants with account balances2014-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0149
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0152
Number of participants with account balances2013-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0138
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0149
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0144
Total number of active participants reported on line 7a of the Form 55002011-01-0138
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0149
Number of participants with account balances2011-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN

Measure Date Value
2015 : CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$319,932
Expenses. Total of all expenses incurred2015-12-31$948,787
Benefits paid (including direct rollovers)2015-12-31$944,483
Total plan assets at end of year2015-12-31$9,591,816
Total plan assets at beginning of year2015-12-31$10,220,671
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$269,937
Expenses. Other expenses not covered elsewhere2015-12-31$3,215
Contributions received from other sources (not participants or employers)2015-12-31$39,233
Other income received2015-12-31$-72,999
Net income (gross income less expenses)2015-12-31$-628,855
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,591,816
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,220,671
Assets. Value of participant loans2015-12-31$134,247
Total contributions received or receivable from employer(s)2015-12-31$83,761
Value of corrective distributions2015-12-31$1,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$942,773
Expenses. Total of all expenses incurred2014-12-31$339,457
Benefits paid (including direct rollovers)2014-12-31$328,671
Total plan assets at end of year2014-12-31$10,220,671
Total plan assets at beginning of year2014-12-31$9,617,355
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$288,595
Expenses. Other expenses not covered elsewhere2014-12-31$2,981
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$567,565
Net income (gross income less expenses)2014-12-31$603,316
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,220,671
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,617,355
Assets. Value of participant loans2014-12-31$145,908
Total contributions received or receivable from employer(s)2014-12-31$86,613
Value of certain deemed distributions of participant loans2014-12-31$5,411
Value of corrective distributions2014-12-31$2,394
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,407,247
Expenses. Total of all expenses incurred2013-12-31$638,910
Benefits paid (including direct rollovers)2013-12-31$628,163
Total plan assets at end of year2013-12-31$9,617,355
Total plan assets at beginning of year2013-12-31$8,849,018
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$241,146
Expenses. Other expenses not covered elsewhere2013-12-31$2,584
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,089,197
Net income (gross income less expenses)2013-12-31$768,337
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,617,355
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,849,018
Assets. Value of participant loans2013-12-31$207,433
Total contributions received or receivable from employer(s)2013-12-31$76,904
Value of certain deemed distributions of participant loans2013-12-31$7,276
Value of corrective distributions2013-12-31$887
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,110,700
Expenses. Total of all expenses incurred2012-12-31$209,708
Benefits paid (including direct rollovers)2012-12-31$207,220
Total plan assets at end of year2012-12-31$8,849,018
Total plan assets at beginning of year2012-12-31$7,948,026
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$220,417
Expenses. Other expenses not covered elsewhere2012-12-31$2,291
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$813,689
Net income (gross income less expenses)2012-12-31$900,992
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,849,018
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,948,026
Assets. Value of participant loans2012-12-31$208,239
Total contributions received or receivable from employer(s)2012-12-31$76,594
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$495,164
Expenses. Total of all expenses incurred2011-12-31$96,395
Benefits paid (including direct rollovers)2011-12-31$95,135
Total plan assets at end of year2011-12-31$7,948,026
Total plan assets at beginning of year2011-12-31$7,549,257
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$213,836
Expenses. Other expenses not covered elsewhere2011-12-31$1,260
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$199,762
Net income (gross income less expenses)2011-12-31$398,769
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,948,026
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,549,257
Assets. Value of participant loans2011-12-31$236,364
Total contributions received or receivable from employer(s)2011-12-31$81,566
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$3,874,542
Total income from all sources2010-12-31$689,835
Expenses. Total of all expenses incurred2010-12-31$134,901
Benefits paid (including direct rollovers)2010-12-31$134,484
Total plan assets at end of year2010-12-31$7,549,257
Total plan assets at beginning of year2010-12-31$3,119,781
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$201,789
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$422,091
Net income (gross income less expenses)2010-12-31$554,934
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,549,257
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,119,781
Assets. Value of participant loans2010-12-31$97,446
Total contributions received or receivable from employer(s)2010-12-31$65,955
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN

2015: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CUDDY & MCCARTHY, LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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