Mccarthy & Associates LLC
Plan context: Mccarthy & Associates LLC Defined Benefit Plan
EIN 20-4890170 • East Greenwich, RI • 14 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$3,519,745
2018 Contributions
$2,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 2 | 0 | $0 | $2,500 | - |
| MCCARTHY & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| Mccarthy & Associates LLC Defined Benefit Plan | - | 0 | $0 | $2,500 | - |
| 2017 | 2 | 3 | $3,519,745 | $0 | - |
| Mccarthy & Associates LLC Defined Benefit Plan | - | 3 | $2,319,749 | $0 | - |
| MCCARTHY & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $1,199,996 | - | - |
| 2016 | 2 | 3 | $3,228,351 | $549,250 | $183,083iApproximate average salary by contribution assumption: employee only about $4,577,083 at 4% or $3,051,389 at 6%; with 50% employer match about $3,051,389 at 4% or $2,034,259 at 6%; with 100% employer match about $2,288,542 at 4% or $1,525,694 at 6%. |
| Mccarthy & Associates LLC Defined Benefit Plan | - | 3 | $2,148,228 | $425,000 | $141,667iApproximate average salary by contribution assumption: employee only about $3,541,667 at 4% or $2,361,111 at 6%; with 50% employer match about $2,361,111 at 4% or $1,574,074 at 6%; with 100% employer match about $1,770,833 at 4% or $1,180,556 at 6%. |
| MCCARTHY & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $1,080,123 | $124,250 | $41,417iApproximate average salary by contribution assumption: employee only about $1,035,417 at 4% or $690,278 at 6%; with 50% employer match about $690,278 at 4% or $460,185 at 6%; with 100% employer match about $517,708 at 4% or $345,139 at 6%. |
| 2015 | 2 | 3 | $2,623,428 | $546,756 | $182,252iApproximate average salary by contribution assumption: employee only about $4,556,300 at 4% or $3,037,533 at 6%; with 50% employer match about $3,037,533 at 4% or $2,025,022 at 6%; with 100% employer match about $2,278,150 at 4% or $1,518,767 at 6%. |
| Mccarthy & Associates LLC Defined Benefit Plan | - | 3 | $1,702,383 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| MCCARTHY & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $921,045 | $146,756 | $48,919iApproximate average salary by contribution assumption: employee only about $1,222,967 at 4% or $815,311 at 6%; with 50% employer match about $815,311 at 4% or $543,541 at 6%; with 100% employer match about $611,483 at 4% or $407,656 at 6%. |
| 2014 | 2 | 3 | $2,092,073 | $577,841 | $192,614iApproximate average salary by contribution assumption: employee only about $4,815,342 at 4% or $3,210,228 at 6%; with 50% employer match about $3,210,228 at 4% or $2,140,152 at 6%; with 100% employer match about $2,407,671 at 4% or $1,605,114 at 6%. |
| Mccarthy & Associates LLC Defined Benefit Plan | - | 3 | $1,307,929 | $435,000 | $145,000iApproximate average salary by contribution assumption: employee only about $3,625,000 at 4% or $2,416,667 at 6%; with 50% employer match about $2,416,667 at 4% or $1,611,111 at 6%; with 100% employer match about $1,812,500 at 4% or $1,208,333 at 6%. |
| MCCARTHY & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $784,144 | $142,841 | $47,614iApproximate average salary by contribution assumption: employee only about $1,190,342 at 4% or $793,561 at 6%; with 50% employer match about $793,561 at 4% or $529,041 at 6%; with 100% employer match about $595,171 at 4% or $396,781 at 6%. |
| 2013 | 2 | 3 | $1,477,821 | $652,987 | $217,662iApproximate average salary by contribution assumption: employee only about $5,441,558 at 4% or $3,627,706 at 6%; with 50% employer match about $3,627,706 at 4% or $2,418,470 at 6%; with 100% employer match about $2,720,779 at 4% or $1,813,853 at 6%. |
| Mccarthy & Associates LLC Defined Benefit Plan | - | 3 | $855,796 | $512,000 | $170,667iApproximate average salary by contribution assumption: employee only about $4,266,667 at 4% or $2,844,444 at 6%; with 50% employer match about $2,844,444 at 4% or $1,896,296 at 6%; with 100% employer match about $2,133,333 at 4% or $1,422,222 at 6%. |
| MCCARTHY & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $622,025 | $140,987 | $46,996iApproximate average salary by contribution assumption: employee only about $1,174,892 at 4% or $783,261 at 6%; with 50% employer match about $783,261 at 4% or $522,174 at 6%; with 100% employer match about $587,446 at 4% or $391,631 at 6%. |
| 2012 | 2 | 3 | $796,878 | $465,324 | $155,108iApproximate average salary by contribution assumption: employee only about $3,877,700 at 4% or $2,585,133 at 6%; with 50% employer match about $2,585,133 at 4% or $1,723,422 at 6%; with 100% employer match about $1,938,850 at 4% or $1,292,567 at 6%. |
| MCCARTHY & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $470,878 | $139,324 | $46,441iApproximate average salary by contribution assumption: employee only about $1,161,033 at 4% or $774,022 at 6%; with 50% employer match about $774,022 at 4% or $516,015 at 6%; with 100% employer match about $580,517 at 4% or $387,011 at 6%. |
| Mccarthy & Associates LLC Defined Benefit Plan | - | 3 | $326,000 | $326,000 | $108,667iApproximate average salary by contribution assumption: employee only about $2,716,667 at 4% or $1,811,111 at 6%; with 50% employer match about $1,811,111 at 4% or $1,207,407 at 6%; with 100% employer match about $1,358,333 at 4% or $905,556 at 6%. |