Civic Intelligence

Maccartney, Maccartney & Maccartney

Plan context: Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals

EIN 13-2734073 • Katonah, NY • 26 filings • 9 plans

42 Indian Hill RdKatonah, NY 10536
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$327,933

2024 Contributions

$2

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$10,782,607$5,391,304$0199920112024YearValue
$327,933Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370199920112024YearValue
2Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202412$327,933$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-2$327,933$0-
202312$293,613$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-2$293,613$0-
202112$301,984$2$1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%.
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-2$301,984$2$1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%.
202012$286,829$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-2$286,829$0-
201912$267,631$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-2$267,631$0-
201812$227,215$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-2$227,215$0-
201722$464,254$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-2$232,127$0-
MACARTNEYMACARTNEYMACARTNEY-2$232,127$0-
201613$219,749$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-3$219,749--
201513$208,794$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-3$208,794--
201413$210,775$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-3$210,775--
201313$197,578$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-3$197,578--
201218$5,655,572$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-8$5,655,572--
201118$5,146,409$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-8$5,146,409--
201018$5,210,851$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-8$5,210,851--
200918$4,816,392$15,179$1,897iApproximate average salary by contribution assumption: employee only about $47,434 at 4% or $31,623 at 6%; with 50% employer match about $31,623 at 4% or $21,082 at 6%; with 100% employer match about $23,717 at 4% or $15,811 at 6%.
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-8$4,816,392$15,179$1,897iApproximate average salary by contribution assumption: employee only about $47,434 at 4% or $31,623 at 6%; with 50% employer match about $31,623 at 4% or $21,082 at 6%; with 100% employer match about $23,717 at 4% or $15,811 at 6%.
200818$3,854,239$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-8$3,854,239--
200718$5,360,963$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-8$5,360,963--
200619$8,335,173$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-9$8,335,173--
200519$7,469,660$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-9$7,469,660--
2004110$7,025,167$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-10$7,025,167--
2003110$6,367,756$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-10$6,367,756--
2002110$5,061,980$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-10$5,061,980--
2001111$6,549,872$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-11$6,549,872--
2000111$8,632,351$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-11$8,632,351--
1999113$10,782,607$0-
Maccartney, Maccartney & Maccartney Putnam Retirement Plan for Self Employed Individuals-13$10,782,607--