Civic Intelligence

Mccarthy & Cox Retirement & Estate Specialists LLC

Plan context: MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN

EIN 20-8157696 • Marysville, OH • 20 filings • 2 plans

127 West 5th StreetMarysville, OH 43040
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,508,138

2024 Contributions

$632,801

Historical Graphs

Total Assets Over Time

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

$4,778,177$2,389,089$0201520202024YearValue
$4,508,138Latest year 2024

Participants Over Time

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

22110201520202024YearValue
20Latest 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
2024220$4,508,138$632,801$31,640iApproximate average salary by contribution assumption: employee only about $791,001 at 4% or $527,334 at 6%; with 50% employer match about $527,334 at 4% or $351,556 at 6%; with 100% employer match about $395,501 at 4% or $263,667 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-20$3,375,343$511,801$25,590iApproximate average salary by contribution assumption: employee only about $639,751 at 4% or $426,501 at 6%; with 50% employer match about $426,501 at 4% or $284,334 at 6%; with 100% employer match about $319,876 at 4% or $213,250 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-18$1,132,795$121,000$6,722iApproximate average salary by contribution assumption: employee only about $168,056 at 4% or $112,037 at 6%; with 50% employer match about $112,037 at 4% or $74,691 at 6%; with 100% employer match about $84,028 at 4% or $56,019 at 6%.
2023222$4,778,177$619,388$28,154iApproximate average salary by contribution assumption: employee only about $703,850 at 4% or $469,233 at 6%; with 50% employer match about $469,233 at 4% or $312,822 at 6%; with 100% employer match about $351,925 at 4% or $234,617 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-22$2,966,428$462,388$21,018iApproximate average salary by contribution assumption: employee only about $525,441 at 4% or $350,294 at 6%; with 50% employer match about $350,294 at 4% or $233,529 at 6%; with 100% employer match about $262,720 at 4% or $175,147 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-21$1,811,749$157,000$7,476iApproximate average salary by contribution assumption: employee only about $186,905 at 4% or $124,603 at 6%; with 50% employer match about $124,603 at 4% or $83,069 at 6%; with 100% employer match about $93,452 at 4% or $62,302 at 6%.
2022220$3,589,030$670,839$33,542iApproximate average salary by contribution assumption: employee only about $838,549 at 4% or $559,033 at 6%; with 50% employer match about $559,033 at 4% or $372,688 at 6%; with 100% employer match about $419,274 at 4% or $279,516 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-20$2,072,881$513,839$25,692iApproximate average salary by contribution assumption: employee only about $642,299 at 4% or $428,199 at 6%; with 50% employer match about $428,199 at 4% or $285,466 at 6%; with 100% employer match about $321,149 at 4% or $214,100 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-19$1,516,149$157,000$8,263iApproximate average salary by contribution assumption: employee only about $206,579 at 4% or $137,719 at 6%; with 50% employer match about $137,719 at 4% or $91,813 at 6%; with 100% employer match about $103,289 at 4% or $68,860 at 6%.
2021219$3,392,077$499,582$26,294iApproximate average salary by contribution assumption: employee only about $657,345 at 4% or $438,230 at 6%; with 50% employer match about $438,230 at 4% or $292,153 at 6%; with 100% employer match about $328,672 at 4% or $219,115 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-18$1,907,087$364,582$20,255iApproximate average salary by contribution assumption: employee only about $506,364 at 4% or $337,576 at 6%; with 50% employer match about $337,576 at 4% or $225,051 at 6%; with 100% employer match about $253,182 at 4% or $168,788 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-19$1,484,990$135,000$7,105iApproximate average salary by contribution assumption: employee only about $177,632 at 4% or $118,421 at 6%; with 50% employer match about $118,421 at 4% or $78,947 at 6%; with 100% employer match about $88,816 at 4% or $59,211 at 6%.
2020215$2,652,644$409,764$27,318iApproximate average salary by contribution assumption: employee only about $682,940 at 4% or $455,293 at 6%; with 50% employer match about $455,293 at 4% or $303,529 at 6%; with 100% employer match about $341,470 at 4% or $227,647 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-15$1,428,867$282,444$18,830iApproximate average salary by contribution assumption: employee only about $470,740 at 4% or $313,827 at 6%; with 50% employer match about $313,827 at 4% or $209,218 at 6%; with 100% employer match about $235,370 at 4% or $156,913 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-14$1,223,777$127,320$9,094iApproximate average salary by contribution assumption: employee only about $227,357 at 4% or $151,571 at 6%; with 50% employer match about $151,571 at 4% or $101,048 at 6%; with 100% employer match about $113,679 at 4% or $75,786 at 6%.
2019217$2,197,693$399,165$23,480iApproximate average salary by contribution assumption: employee only about $587,007 at 4% or $391,338 at 6%; with 50% employer match about $391,338 at 4% or $260,892 at 6%; with 100% employer match about $293,504 at 4% or $195,669 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-17$1,187,853$273,165$16,069iApproximate average salary by contribution assumption: employee only about $401,713 at 4% or $267,809 at 6%; with 50% employer match about $267,809 at 4% or $178,539 at 6%; with 100% employer match about $200,857 at 4% or $133,904 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-14$1,009,840$126,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
2018215$1,535,682$372,399$24,827iApproximate average salary by contribution assumption: employee only about $620,665 at 4% or $413,777 at 6%; with 50% employer match about $413,777 at 4% or $275,851 at 6%; with 100% employer match about $310,333 at 4% or $206,888 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-15$769,591$247,399$16,493iApproximate average salary by contribution assumption: employee only about $412,332 at 4% or $274,888 at 6%; with 50% employer match about $274,888 at 4% or $183,259 at 6%; with 100% employer match about $206,166 at 4% or $137,444 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-13$766,091$125,000$9,615iApproximate average salary by contribution assumption: employee only about $240,385 at 4% or $160,256 at 6%; with 50% employer match about $160,256 at 4% or $106,838 at 6%; with 100% employer match about $120,192 at 4% or $80,128 at 6%.
2017215$1,231,345$323,283$21,552iApproximate average salary by contribution assumption: employee only about $538,805 at 4% or $359,203 at 6%; with 50% employer match about $359,203 at 4% or $239,469 at 6%; with 100% employer match about $269,403 at 4% or $179,602 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-12$654,143$126,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-15$577,202$197,283$13,152iApproximate average salary by contribution assumption: employee only about $328,805 at 4% or $219,203 at 6%; with 50% employer match about $219,203 at 4% or $146,136 at 6%; with 100% employer match about $164,403 at 4% or $109,602 at 6%.
2016210$833,887$414,849$41,485iApproximate average salary by contribution assumption: employee only about $1,037,123 at 4% or $691,415 at 6%; with 50% employer match about $691,415 at 4% or $460,943 at 6%; with 100% employer match about $518,561 at 4% or $345,708 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-8$487,775$242,841$30,355iApproximate average salary by contribution assumption: employee only about $758,878 at 4% or $505,919 at 6%; with 50% employer match about $505,919 at 4% or $337,279 at 6%; with 100% employer match about $379,439 at 4% or $252,959 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-10$346,112$172,008$17,201iApproximate average salary by contribution assumption: employee only about $430,020 at 4% or $286,680 at 6%; with 50% employer match about $286,680 at 4% or $191,120 at 6%; with 100% employer match about $215,010 at 4% or $143,340 at 6%.
2015210$394,975$400,220$40,022iApproximate average salary by contribution assumption: employee only about $1,000,550 at 4% or $667,033 at 6%; with 50% employer match about $667,033 at 4% or $444,689 at 6%; with 100% employer match about $500,275 at 4% or $333,517 at 6%.
Mccarthy & Cox Retirement & Estate Specialists LLC Cash Balance Pension Plan-8$238,400$238,400$29,800iApproximate average salary by contribution assumption: employee only about $745,000 at 4% or $496,667 at 6%; with 50% employer match about $496,667 at 4% or $331,111 at 6%; with 100% employer match about $372,500 at 4% or $248,333 at 6%.
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-10$156,575$161,820$16,182iApproximate average salary by contribution assumption: employee only about $404,550 at 4% or $269,700 at 6%; with 50% employer match about $269,700 at 4% or $179,800 at 6%; with 100% employer match about $202,275 at 4% or $134,850 at 6%.