Civic Intelligence

MCCARTHY INSURANCE GROUP, INC.

Plan context: MCCARTHY INSURANCE GROUP 401(K) PLAN

EIN 35-1524502 • Mishawaka, IN • 6 filings • 1 plans

802 Lincolnway WestMishawaka, IN 46544
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$680,439

2025 Contributions

$52,069

Historical Graphs

Total Assets Over Time

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

$810,712$405,356$0202020232025YearValue
$680,439Latest year 2025

Participants Over Time

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

1580202020232025YearValue
10Latest year 2025

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
2025110$680,439$52,069$5,207iApproximate average salary by contribution assumption: employee only about $130,172 at 4% or $86,782 at 6%; with 50% employer match about $86,782 at 4% or $57,854 at 6%; with 100% employer match about $65,086 at 4% or $43,391 at 6%.
MCCARTHY INSURANCE GROUP 401(K) PLAN-10$680,439$52,069$5,207iApproximate average salary by contribution assumption: employee only about $130,172 at 4% or $86,782 at 6%; with 50% employer match about $86,782 at 4% or $57,854 at 6%; with 100% employer match about $65,086 at 4% or $43,391 at 6%.
2024111$615,177$53,019$4,820iApproximate average salary by contribution assumption: employee only about $120,498 at 4% or $80,332 at 6%; with 50% employer match about $80,332 at 4% or $53,555 at 6%; with 100% employer match about $60,249 at 4% or $40,166 at 6%.
MCCARTHY INSURANCE GROUP 401(K) PLAN-11$615,177$53,019$4,820iApproximate average salary by contribution assumption: employee only about $120,498 at 4% or $80,332 at 6%; with 50% employer match about $80,332 at 4% or $53,555 at 6%; with 100% employer match about $60,249 at 4% or $40,166 at 6%.
2023115$810,712$62,728$4,182iApproximate average salary by contribution assumption: employee only about $104,547 at 4% or $69,698 at 6%; with 50% employer match about $69,698 at 4% or $46,465 at 6%; with 100% employer match about $52,273 at 4% or $34,849 at 6%.
MCCARTHY INSURANCE GROUP 401(K) PLAN-15$810,712$62,728$4,182iApproximate average salary by contribution assumption: employee only about $104,547 at 4% or $69,698 at 6%; with 50% employer match about $69,698 at 4% or $46,465 at 6%; with 100% employer match about $52,273 at 4% or $34,849 at 6%.
2022113$653,204$60,800$4,677iApproximate average salary by contribution assumption: employee only about $116,923 at 4% or $77,949 at 6%; with 50% employer match about $77,949 at 4% or $51,966 at 6%; with 100% employer match about $58,462 at 4% or $38,974 at 6%.
MCCARTHY INSURANCE GROUP 401(K) PLAN-13$653,204$60,800$4,677iApproximate average salary by contribution assumption: employee only about $116,923 at 4% or $77,949 at 6%; with 50% employer match about $77,949 at 4% or $51,966 at 6%; with 100% employer match about $58,462 at 4% or $38,974 at 6%.
2021114$715,139$65,044$4,646iApproximate average salary by contribution assumption: employee only about $116,150 at 4% or $77,433 at 6%; with 50% employer match about $77,433 at 4% or $51,622 at 6%; with 100% employer match about $58,075 at 4% or $38,717 at 6%.
MCCARTHY INSURANCE GROUP 401(K) PLAN-14$715,139$65,044$4,646iApproximate average salary by contribution assumption: employee only about $116,150 at 4% or $77,433 at 6%; with 50% employer match about $77,433 at 4% or $51,622 at 6%; with 100% employer match about $58,075 at 4% or $38,717 at 6%.
2020113$576,869$458,255$35,250iApproximate average salary by contribution assumption: employee only about $881,260 at 4% or $587,506 at 6%; with 50% employer match about $587,506 at 4% or $391,671 at 6%; with 100% employer match about $440,630 at 4% or $293,753 at 6%.
MCCARTHY INSURANCE GROUP 401(K) PLAN-13$576,869$458,255$35,250iApproximate average salary by contribution assumption: employee only about $881,260 at 4% or $587,506 at 6%; with 50% employer match about $587,506 at 4% or $391,671 at 6%; with 100% employer match about $440,630 at 4% or $293,753 at 6%.