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401k Sponsoring company profile

THE AL MCAULAY COMPANY DBA THE MCAULAY FIRM has sponsored the creation of one or more 401k plans.

Company Name:THE AL MCAULAY COMPANY DBA THE MCAULAY FIRM
Employer identification number (EIN):561922482
NAIC Classification:561300

The following addresses have been detected on the 401k submissions:

USA Location Address
BANK OF AMERICA CORPORATE CENTER
100 NORTH TRYON STREET SUITE 5220
CHARLOTTE
NC
28202
Date first seen: 2007-01-01
Date last seen: 2025-09-30
USA Location Address
THE ROTUNDA BUILDING
4201 CONGRESS STREET, SUITE 145
CHARLOTTE
NC
28209
Date first seen: 2007-01-01
Date last seen: 2025-07-31
401k Sponsor USA Address
THE ROTUNDA BUILDING
4201 CONGRESS STREET, SUITE 145
CHARLOTTE
NC
28209
Date first seen: 2007-01-01
Date last seen: 2025-07-29
401k Sponsor USA Address
P.O. BOX 77152
CHARLOTTE
NC
28271
Date first seen: 2025-09-15
Date last seen: 2025-09-15

THE AL MCAULAY COMPANY DBA THE MCAULAY FIRM 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001THE MCAULAY FIRM PROFIT SHARING 401(K) PLAN AND TRUST2011-01-01 1995-05-01
002THE MCAULAY SMITH FIRM, LTD. PENSION PLAN2021-01-01 2021-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-01-26Employer Contributions $ 106,105
2023-01-26Employee Contributions $ 106,105
2022-12-01Employer Contributions $ 15,000
2022-12-01Employee Contributions $ 15,000
2022-11-01Employer Contributions $ 15,000
2022-11-01Employee Contributions $ 15,000
2022-10-03Employer Contributions $ 15,000
2022-10-03Employee Contributions $ 15,000
2022-09-01Employer Contributions $ 15,000
2022-09-01Employee Contributions $ 15,000
2022-08-01Employer Contributions $ 15,000
2022-08-01Employee Contributions $ 15,000
2022-07-01Employer Contributions $ 15,000
2022-07-01Employee Contributions $ 15,000
2022-06-01Employer Contributions $ 15,000
2022-06-01Employee Contributions $ 15,000
2022-05-02Employer Contributions $ 15,000
2022-05-02Employee Contributions $ 15,000
2022-04-01Employer Contributions $ 15,000
2022-04-01Employee Contributions $ 15,000
2022-03-01Employer Contributions $ 15,000
2022-03-01Employee Contributions $ 15,000
2022-02-01Employer Contributions $ 15,000
2022-02-01Employee Contributions $ 15,000
2022-01-21Employer Contributions $ 15,000
2022-01-21Employee Contributions $ 15,000
2022-01-05Employer Contributions $ 35,000
2022-01-05Employee Contributions $ 35,000
2021-12-22Employer Contributions $ 200,000
2021-12-22Employee Contributions $ 200,000

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