McCarthy Cook & Co.
Plan context: Mccarthy Cook & Co. Profit Sharing 401K Plan
EIN 33-0930310 • Costa Mesa, CA • 25 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
25
2025 Assets
$12,746,639
2025 Contributions
$456,716
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 25 | $12,746,639 | $456,716 | $18,269iApproximate average salary by contribution assumption: employee only about $456,716 at 4% or $304,477 at 6%; with 50% employer match about $304,477 at 4% or $202,985 at 6%; with 100% employer match about $228,358 at 4% or $152,239 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 25 | $12,746,639 | $456,716 | $18,269iApproximate average salary by contribution assumption: employee only about $456,716 at 4% or $304,477 at 6%; with 50% employer match about $304,477 at 4% or $202,985 at 6%; with 100% employer match about $228,358 at 4% or $152,239 at 6%. |
| 2024 | 1 | 22 | $10,637,208 | $579,692 | $26,350iApproximate average salary by contribution assumption: employee only about $658,741 at 4% or $439,161 at 6%; with 50% employer match about $439,161 at 4% or $292,774 at 6%; with 100% employer match about $329,370 at 4% or $219,580 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 22 | $10,637,208 | $579,692 | $26,350iApproximate average salary by contribution assumption: employee only about $658,741 at 4% or $439,161 at 6%; with 50% employer match about $439,161 at 4% or $292,774 at 6%; with 100% employer match about $329,370 at 4% or $219,580 at 6%. |
| 2023 | 1 | 23 | $9,386,539 | $831,693 | $36,161iApproximate average salary by contribution assumption: employee only about $904,014 at 4% or $602,676 at 6%; with 50% employer match about $602,676 at 4% or $401,784 at 6%; with 100% employer match about $452,007 at 4% or $301,338 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 23 | $9,386,539 | $831,693 | $36,161iApproximate average salary by contribution assumption: employee only about $904,014 at 4% or $602,676 at 6%; with 50% employer match about $602,676 at 4% or $401,784 at 6%; with 100% employer match about $452,007 at 4% or $301,338 at 6%. |
| 2022 | 1 | 24 | $7,697,510 | $674,569 | $28,107iApproximate average salary by contribution assumption: employee only about $702,676 at 4% or $468,451 at 6%; with 50% employer match about $468,451 at 4% or $312,300 at 6%; with 100% employer match about $351,338 at 4% or $234,225 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 24 | $7,697,510 | $674,569 | $28,107iApproximate average salary by contribution assumption: employee only about $702,676 at 4% or $468,451 at 6%; with 50% employer match about $468,451 at 4% or $312,300 at 6%; with 100% employer match about $351,338 at 4% or $234,225 at 6%. |
| 2021 | 1 | 44 | $9,065,282 | $410,111 | $9,321iApproximate average salary by contribution assumption: employee only about $233,018 at 4% or $155,345 at 6%; with 50% employer match about $155,345 at 4% or $103,563 at 6%; with 100% employer match about $116,509 at 4% or $77,673 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 44 | $9,065,282 | $410,111 | $9,321iApproximate average salary by contribution assumption: employee only about $233,018 at 4% or $155,345 at 6%; with 50% employer match about $155,345 at 4% or $103,563 at 6%; with 100% employer match about $116,509 at 4% or $77,673 at 6%. |
| 2020 | 1 | 51 | $7,525,429 | $579,510 | $11,363iApproximate average salary by contribution assumption: employee only about $284,074 at 4% or $189,382 at 6%; with 50% employer match about $189,382 at 4% or $126,255 at 6%; with 100% employer match about $142,037 at 4% or $94,691 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 51 | $7,525,429 | $579,510 | $11,363iApproximate average salary by contribution assumption: employee only about $284,074 at 4% or $189,382 at 6%; with 50% employer match about $189,382 at 4% or $126,255 at 6%; with 100% employer match about $142,037 at 4% or $94,691 at 6%. |
| 2019 | 1 | 53 | $6,310,502 | $369,260 | $6,967iApproximate average salary by contribution assumption: employee only about $174,179 at 4% or $116,119 at 6%; with 50% employer match about $116,119 at 4% or $77,413 at 6%; with 100% employer match about $87,090 at 4% or $58,060 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 53 | $6,310,502 | $369,260 | $6,967iApproximate average salary by contribution assumption: employee only about $174,179 at 4% or $116,119 at 6%; with 50% employer match about $116,119 at 4% or $77,413 at 6%; with 100% employer match about $87,090 at 4% or $58,060 at 6%. |
| 2018 | 1 | 50 | $5,639,145 | $414,104 | $8,282iApproximate average salary by contribution assumption: employee only about $207,052 at 4% or $138,035 at 6%; with 50% employer match about $138,035 at 4% or $92,023 at 6%; with 100% employer match about $103,526 at 4% or $69,017 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 50 | $5,639,145 | $414,104 | $8,282iApproximate average salary by contribution assumption: employee only about $207,052 at 4% or $138,035 at 6%; with 50% employer match about $138,035 at 4% or $92,023 at 6%; with 100% employer match about $103,526 at 4% or $69,017 at 6%. |
| 2017 | 1 | 48 | $5,788,651 | $404,020 | $8,417iApproximate average salary by contribution assumption: employee only about $210,427 at 4% or $140,285 at 6%; with 50% employer match about $140,285 at 4% or $93,523 at 6%; with 100% employer match about $105,214 at 4% or $70,142 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 48 | $5,788,651 | $404,020 | $8,417iApproximate average salary by contribution assumption: employee only about $210,427 at 4% or $140,285 at 6%; with 50% employer match about $140,285 at 4% or $93,523 at 6%; with 100% employer match about $105,214 at 4% or $70,142 at 6%. |
| 2016 | 1 | 41 | $4,683,835 | $359,760 | $8,775iApproximate average salary by contribution assumption: employee only about $219,366 at 4% or $146,244 at 6%; with 50% employer match about $146,244 at 4% or $97,496 at 6%; with 100% employer match about $109,683 at 4% or $73,122 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 41 | $4,683,835 | $359,760 | $8,775iApproximate average salary by contribution assumption: employee only about $219,366 at 4% or $146,244 at 6%; with 50% employer match about $146,244 at 4% or $97,496 at 6%; with 100% employer match about $109,683 at 4% or $73,122 at 6%. |
| 2015 | 1 | 37 | $4,120,999 | $413,381 | $11,172iApproximate average salary by contribution assumption: employee only about $279,311 at 4% or $186,208 at 6%; with 50% employer match about $186,208 at 4% or $124,138 at 6%; with 100% employer match about $139,656 at 4% or $93,104 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 37 | $4,120,999 | $413,381 | $11,172iApproximate average salary by contribution assumption: employee only about $279,311 at 4% or $186,208 at 6%; with 50% employer match about $186,208 at 4% or $124,138 at 6%; with 100% employer match about $139,656 at 4% or $93,104 at 6%. |
| 2014 | 1 | 35 | $4,107,272 | $321,591 | $9,188iApproximate average salary by contribution assumption: employee only about $229,708 at 4% or $153,139 at 6%; with 50% employer match about $153,139 at 4% or $102,092 at 6%; with 100% employer match about $114,854 at 4% or $76,569 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 35 | $4,107,272 | $321,591 | $9,188iApproximate average salary by contribution assumption: employee only about $229,708 at 4% or $153,139 at 6%; with 50% employer match about $153,139 at 4% or $102,092 at 6%; with 100% employer match about $114,854 at 4% or $76,569 at 6%. |
| 2013 | 1 | 32 | $3,487,081 | $262,346 | $8,198iApproximate average salary by contribution assumption: employee only about $204,958 at 4% or $136,639 at 6%; with 50% employer match about $136,639 at 4% or $91,092 at 6%; with 100% employer match about $102,479 at 4% or $68,319 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 32 | $3,487,081 | $262,346 | $8,198iApproximate average salary by contribution assumption: employee only about $204,958 at 4% or $136,639 at 6%; with 50% employer match about $136,639 at 4% or $91,092 at 6%; with 100% employer match about $102,479 at 4% or $68,319 at 6%. |
| 2012 | 1 | 30 | $2,757,427 | $224,461 | $7,482iApproximate average salary by contribution assumption: employee only about $187,051 at 4% or $124,701 at 6%; with 50% employer match about $124,701 at 4% or $83,134 at 6%; with 100% employer match about $93,525 at 4% or $62,350 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 30 | $2,757,427 | $224,461 | $7,482iApproximate average salary by contribution assumption: employee only about $187,051 at 4% or $124,701 at 6%; with 50% employer match about $124,701 at 4% or $83,134 at 6%; with 100% employer match about $93,525 at 4% or $62,350 at 6%. |
| 2011 | 1 | 23 | $2,320,412 | $226,896 | $9,865iApproximate average salary by contribution assumption: employee only about $246,626 at 4% or $164,417 at 6%; with 50% employer match about $164,417 at 4% or $109,612 at 6%; with 100% employer match about $123,313 at 4% or $82,209 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 23 | $2,320,412 | $226,896 | $9,865iApproximate average salary by contribution assumption: employee only about $246,626 at 4% or $164,417 at 6%; with 50% employer match about $164,417 at 4% or $109,612 at 6%; with 100% employer match about $123,313 at 4% or $82,209 at 6%. |
| 2010 | 1 | 24 | $2,214,293 | $189,178 | $7,882iApproximate average salary by contribution assumption: employee only about $197,060 at 4% or $131,374 at 6%; with 50% employer match about $131,374 at 4% or $87,582 at 6%; with 100% employer match about $98,530 at 4% or $65,687 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 24 | $2,214,293 | $189,178 | $7,882iApproximate average salary by contribution assumption: employee only about $197,060 at 4% or $131,374 at 6%; with 50% employer match about $131,374 at 4% or $87,582 at 6%; with 100% employer match about $98,530 at 4% or $65,687 at 6%. |
| 2009 | 1 | 27 | $1,858,798 | $212,333 | $7,864iApproximate average salary by contribution assumption: employee only about $196,605 at 4% or $131,070 at 6%; with 50% employer match about $131,070 at 4% or $87,380 at 6%; with 100% employer match about $98,302 at 4% or $65,535 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 27 | $1,858,798 | $212,333 | $7,864iApproximate average salary by contribution assumption: employee only about $196,605 at 4% or $131,070 at 6%; with 50% employer match about $131,070 at 4% or $87,380 at 6%; with 100% employer match about $98,302 at 4% or $65,535 at 6%. |
| 2008 | 1 | 27 | $1,467,649 | $169,726 | $6,286iApproximate average salary by contribution assumption: employee only about $157,154 at 4% or $104,769 at 6%; with 50% employer match about $104,769 at 4% or $69,846 at 6%; with 100% employer match about $78,577 at 4% or $52,385 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 27 | $1,467,649 | $169,726 | $6,286iApproximate average salary by contribution assumption: employee only about $157,154 at 4% or $104,769 at 6%; with 50% employer match about $104,769 at 4% or $69,846 at 6%; with 100% employer match about $78,577 at 4% or $52,385 at 6%. |
| 2007 | 1 | 22 | $0 | $0 | - |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 22 | - | - | - |
| 2006 | 1 | 13 | $1,472,899 | $209,151 | $16,089iApproximate average salary by contribution assumption: employee only about $402,213 at 4% or $268,142 at 6%; with 50% employer match about $268,142 at 4% or $178,762 at 6%; with 100% employer match about $201,107 at 4% or $134,071 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 13 | $1,472,899 | $209,151 | $16,089iApproximate average salary by contribution assumption: employee only about $402,213 at 4% or $268,142 at 6%; with 50% employer match about $268,142 at 4% or $178,762 at 6%; with 100% employer match about $201,107 at 4% or $134,071 at 6%. |
| 2005 | 1 | 10 | $1,164,758 | $209,784 | $20,978iApproximate average salary by contribution assumption: employee only about $524,460 at 4% or $349,640 at 6%; with 50% employer match about $349,640 at 4% or $233,093 at 6%; with 100% employer match about $262,230 at 4% or $174,820 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 10 | $1,164,758 | $209,784 | $20,978iApproximate average salary by contribution assumption: employee only about $524,460 at 4% or $349,640 at 6%; with 50% employer match about $349,640 at 4% or $233,093 at 6%; with 100% employer match about $262,230 at 4% or $174,820 at 6%. |
| 2004 | 1 | 12 | $928,086 | $156,768 | $13,064iApproximate average salary by contribution assumption: employee only about $326,600 at 4% or $217,733 at 6%; with 50% employer match about $217,733 at 4% or $145,156 at 6%; with 100% employer match about $163,300 at 4% or $108,867 at 6%. |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 12 | $928,086 | $156,768 | $13,064iApproximate average salary by contribution assumption: employee only about $326,600 at 4% or $217,733 at 6%; with 50% employer match about $217,733 at 4% or $145,156 at 6%; with 100% employer match about $163,300 at 4% or $108,867 at 6%. |
| 2003 | 1 | 11 | $0 | $0 | - |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 11 | - | - | - |
| 2002 | 2 | 9 | $0 | $0 | - |
| MCCARTHY COOK & CO. LLC MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| Mccarthy Cook & Co. Profit Sharing 401K Plan | - | 9 | - | - | - |