Mccarthy Wilson LLP
Plan context: Mccarthy Wilson 401(K) Profit Sharing Retirement Plan
EIN 52-0885155 • Rockville, MD • 31 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$11,115,042
2024 Contributions
$684,450
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 39 | $11,115,042 | $684,450 | $17,550iApproximate average salary by contribution assumption: employee only about $438,750 at 4% or $292,500 at 6%; with 50% employer match about $292,500 at 4% or $195,000 at 6%; with 100% employer match about $219,375 at 4% or $146,250 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 39 | $11,115,042 | $684,450 | $17,550iApproximate average salary by contribution assumption: employee only about $438,750 at 4% or $292,500 at 6%; with 50% employer match about $292,500 at 4% or $195,000 at 6%; with 100% employer match about $219,375 at 4% or $146,250 at 6%. |
| 2023 | 1 | 36 | $9,181,704 | $510,066 | $14,169iApproximate average salary by contribution assumption: employee only about $354,213 at 4% or $236,142 at 6%; with 50% employer match about $236,142 at 4% or $157,428 at 6%; with 100% employer match about $177,106 at 4% or $118,071 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 36 | $9,181,704 | $510,066 | $14,169iApproximate average salary by contribution assumption: employee only about $354,213 at 4% or $236,142 at 6%; with 50% employer match about $236,142 at 4% or $157,428 at 6%; with 100% employer match about $177,106 at 4% or $118,071 at 6%. |
| 2022 | 1 | 41 | $8,183,844 | $544,739 | $13,286iApproximate average salary by contribution assumption: employee only about $332,158 at 4% or $221,439 at 6%; with 50% employer match about $221,439 at 4% or $147,626 at 6%; with 100% employer match about $166,079 at 4% or $110,719 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 41 | $8,183,844 | $544,739 | $13,286iApproximate average salary by contribution assumption: employee only about $332,158 at 4% or $221,439 at 6%; with 50% employer match about $221,439 at 4% or $147,626 at 6%; with 100% employer match about $166,079 at 4% or $110,719 at 6%. |
| 2021 | 1 | 47 | $9,548,334 | $475,373 | $10,114iApproximate average salary by contribution assumption: employee only about $252,858 at 4% or $168,572 at 6%; with 50% employer match about $168,572 at 4% or $112,381 at 6%; with 100% employer match about $126,429 at 4% or $84,286 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 47 | $9,548,334 | $475,373 | $10,114iApproximate average salary by contribution assumption: employee only about $252,858 at 4% or $168,572 at 6%; with 50% employer match about $168,572 at 4% or $112,381 at 6%; with 100% employer match about $126,429 at 4% or $84,286 at 6%. |
| 2020 | 1 | 50 | $8,381,069 | $425,190 | $8,504iApproximate average salary by contribution assumption: employee only about $212,595 at 4% or $141,730 at 6%; with 50% employer match about $141,730 at 4% or $94,487 at 6%; with 100% employer match about $106,297 at 4% or $70,865 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 50 | $8,381,069 | $425,190 | $8,504iApproximate average salary by contribution assumption: employee only about $212,595 at 4% or $141,730 at 6%; with 50% employer match about $141,730 at 4% or $94,487 at 6%; with 100% employer match about $106,297 at 4% or $70,865 at 6%. |
| 2019 | 1 | 57 | $7,388,781 | $520,504 | $9,132iApproximate average salary by contribution assumption: employee only about $228,291 at 4% or $152,194 at 6%; with 50% employer match about $152,194 at 4% or $101,463 at 6%; with 100% employer match about $114,146 at 4% or $76,097 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 57 | $7,388,781 | $520,504 | $9,132iApproximate average salary by contribution assumption: employee only about $228,291 at 4% or $152,194 at 6%; with 50% employer match about $152,194 at 4% or $101,463 at 6%; with 100% employer match about $114,146 at 4% or $76,097 at 6%. |
| 2018 | 2 | 55 | $8,903,649 | $524,881 | $9,543iApproximate average salary by contribution assumption: employee only about $238,582 at 4% or $159,055 at 6%; with 50% employer match about $159,055 at 4% or $106,037 at 6%; with 100% employer match about $119,291 at 4% or $79,527 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 55 | $8,903,649 | $503,359 | $9,152iApproximate average salary by contribution assumption: employee only about $228,800 at 4% or $152,533 at 6%; with 50% employer match about $152,533 at 4% or $101,689 at 6%; with 100% employer match about $114,400 at 4% or $76,267 at 6%. |
| MCCARTHY WILSON CASH BALANCE PLAN | - | 0 | $0 | $21,522 | - |
| 2017 | 2 | 52 | $10,300,187 | $489,899 | $9,421iApproximate average salary by contribution assumption: employee only about $235,528 at 4% or $157,019 at 6%; with 50% employer match about $157,019 at 4% or $104,679 at 6%; with 100% employer match about $117,764 at 4% or $78,509 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 52 | $9,038,230 | $489,899 | $9,421iApproximate average salary by contribution assumption: employee only about $235,528 at 4% or $157,019 at 6%; with 50% employer match about $157,019 at 4% or $104,679 at 6%; with 100% employer match about $117,764 at 4% or $78,509 at 6%. |
| MCCARTHY WILSON CASH BALANCE PLAN | - | 16 | $1,261,957 | $0 | - |
| 2016 | 2 | 52 | $8,603,762 | $815,624 | $15,685iApproximate average salary by contribution assumption: employee only about $392,127 at 4% or $261,418 at 6%; with 50% employer match about $261,418 at 4% or $174,279 at 6%; with 100% employer match about $196,063 at 4% or $130,709 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 52 | $7,429,888 | $475,624 | $9,147iApproximate average salary by contribution assumption: employee only about $228,665 at 4% or $152,444 at 6%; with 50% employer match about $152,444 at 4% or $101,629 at 6%; with 100% employer match about $114,333 at 4% or $76,222 at 6%. |
| MCCARTHY WILSON CASH BALANCE PLAN | - | 23 | $1,173,874 | $340,000 | $14,783iApproximate average salary by contribution assumption: employee only about $369,565 at 4% or $246,377 at 6%; with 50% employer match about $246,377 at 4% or $164,251 at 6%; with 100% employer match about $184,783 at 4% or $123,188 at 6%. |
| 2015 | 2 | 51 | $7,838,848 | $972,997 | $19,078iApproximate average salary by contribution assumption: employee only about $476,959 at 4% or $317,973 at 6%; with 50% employer match about $317,973 at 4% or $211,982 at 6%; with 100% employer match about $238,480 at 4% or $158,986 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 51 | $7,042,243 | $572,997 | $11,235iApproximate average salary by contribution assumption: employee only about $280,881 at 4% or $187,254 at 6%; with 50% employer match about $187,254 at 4% or $124,836 at 6%; with 100% employer match about $140,440 at 4% or $93,627 at 6%. |
| MCCARTHY WILSON CASH BALANCE PLAN | - | 27 | $796,605 | $400,000 | $14,815iApproximate average salary by contribution assumption: employee only about $370,370 at 4% or $246,914 at 6%; with 50% employer match about $246,914 at 4% or $164,609 at 6%; with 100% employer match about $185,185 at 4% or $123,457 at 6%. |
| 2014 | 2 | 48 | $7,265,331 | $926,944 | $19,311iApproximate average salary by contribution assumption: employee only about $482,783 at 4% or $321,856 at 6%; with 50% employer match about $321,856 at 4% or $214,570 at 6%; with 100% employer match about $241,392 at 4% or $160,928 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 48 | $6,865,331 | $526,944 | $10,978iApproximate average salary by contribution assumption: employee only about $274,450 at 4% or $182,967 at 6%; with 50% employer match about $182,967 at 4% or $121,978 at 6%; with 100% employer match about $137,225 at 4% or $91,483 at 6%. |
| MCCARTHY WILSON CASH BALANCE PLAN | - | 26 | $400,000 | $400,000 | $15,385iApproximate average salary by contribution assumption: employee only about $384,615 at 4% or $256,410 at 6%; with 50% employer match about $256,410 at 4% or $170,940 at 6%; with 100% employer match about $192,308 at 4% or $128,205 at 6%. |
| 2013 | 1 | 47 | $6,224,264 | $459,741 | $9,782iApproximate average salary by contribution assumption: employee only about $244,543 at 4% or $163,029 at 6%; with 50% employer match about $163,029 at 4% or $108,686 at 6%; with 100% employer match about $122,272 at 4% or $81,514 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 47 | $6,224,264 | $459,741 | $9,782iApproximate average salary by contribution assumption: employee only about $244,543 at 4% or $163,029 at 6%; with 50% employer match about $163,029 at 4% or $108,686 at 6%; with 100% employer match about $122,272 at 4% or $81,514 at 6%. |
| 2012 | 1 | 46 | $5,017,843 | $414,544 | $9,012iApproximate average salary by contribution assumption: employee only about $225,296 at 4% or $150,197 at 6%; with 50% employer match about $150,197 at 4% or $100,131 at 6%; with 100% employer match about $112,648 at 4% or $75,099 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 46 | $5,017,843 | $414,544 | $9,012iApproximate average salary by contribution assumption: employee only about $225,296 at 4% or $150,197 at 6%; with 50% employer match about $150,197 at 4% or $100,131 at 6%; with 100% employer match about $112,648 at 4% or $75,099 at 6%. |
| 2011 | 1 | 44 | $4,244,506 | $338,773 | $7,699iApproximate average salary by contribution assumption: employee only about $192,485 at 4% or $128,323 at 6%; with 50% employer match about $128,323 at 4% or $85,549 at 6%; with 100% employer match about $96,242 at 4% or $64,162 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 44 | $4,244,506 | $338,773 | $7,699iApproximate average salary by contribution assumption: employee only about $192,485 at 4% or $128,323 at 6%; with 50% employer match about $128,323 at 4% or $85,549 at 6%; with 100% employer match about $96,242 at 4% or $64,162 at 6%. |
| 2010 | 1 | 50 | $5,416,781 | $292,698 | $5,854iApproximate average salary by contribution assumption: employee only about $146,349 at 4% or $97,566 at 6%; with 50% employer match about $97,566 at 4% or $65,044 at 6%; with 100% employer match about $73,175 at 4% or $48,783 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 50 | $5,416,781 | $292,698 | $5,854iApproximate average salary by contribution assumption: employee only about $146,349 at 4% or $97,566 at 6%; with 50% employer match about $97,566 at 4% or $65,044 at 6%; with 100% employer match about $73,175 at 4% or $48,783 at 6%. |
| 2009 | 1 | 55 | $5,280,947 | $363,959 | $6,617iApproximate average salary by contribution assumption: employee only about $165,436 at 4% or $110,291 at 6%; with 50% employer match about $110,291 at 4% or $73,527 at 6%; with 100% employer match about $82,718 at 4% or $55,145 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 55 | $5,280,947 | $363,959 | $6,617iApproximate average salary by contribution assumption: employee only about $165,436 at 4% or $110,291 at 6%; with 50% employer match about $110,291 at 4% or $73,527 at 6%; with 100% employer match about $82,718 at 4% or $55,145 at 6%. |
| 2008 | 1 | 40 | $4,215,626 | $371,316 | $9,283iApproximate average salary by contribution assumption: employee only about $232,073 at 4% or $154,715 at 6%; with 50% employer match about $154,715 at 4% or $103,143 at 6%; with 100% employer match about $116,036 at 4% or $77,358 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 40 | $4,215,626 | $371,316 | $9,283iApproximate average salary by contribution assumption: employee only about $232,073 at 4% or $154,715 at 6%; with 50% employer match about $154,715 at 4% or $103,143 at 6%; with 100% employer match about $116,036 at 4% or $77,358 at 6%. |
| 2007 | 1 | 41 | $0 | $0 | - |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 41 | - | - | - |
| 2006 | 1 | 49 | $7,744,818 | $476,000 | $9,714iApproximate average salary by contribution assumption: employee only about $242,857 at 4% or $161,905 at 6%; with 50% employer match about $161,905 at 4% or $107,937 at 6%; with 100% employer match about $121,429 at 4% or $80,952 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 49 | $7,744,818 | $476,000 | $9,714iApproximate average salary by contribution assumption: employee only about $242,857 at 4% or $161,905 at 6%; with 50% employer match about $161,905 at 4% or $107,937 at 6%; with 100% employer match about $121,429 at 4% or $80,952 at 6%. |
| 2005 | 1 | 43 | $7,815,127 | $582,275 | $13,541iApproximate average salary by contribution assumption: employee only about $338,532 at 4% or $225,688 at 6%; with 50% employer match about $225,688 at 4% or $150,459 at 6%; with 100% employer match about $169,266 at 4% or $112,844 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 43 | $7,815,127 | $582,275 | $13,541iApproximate average salary by contribution assumption: employee only about $338,532 at 4% or $225,688 at 6%; with 50% employer match about $225,688 at 4% or $150,459 at 6%; with 100% employer match about $169,266 at 4% or $112,844 at 6%. |
| 2004 | 1 | 46 | $6,604,151 | $484,016 | $10,522iApproximate average salary by contribution assumption: employee only about $263,052 at 4% or $175,368 at 6%; with 50% employer match about $175,368 at 4% or $116,912 at 6%; with 100% employer match about $131,526 at 4% or $87,684 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 46 | $6,604,151 | $484,016 | $10,522iApproximate average salary by contribution assumption: employee only about $263,052 at 4% or $175,368 at 6%; with 50% employer match about $175,368 at 4% or $116,912 at 6%; with 100% employer match about $131,526 at 4% or $87,684 at 6%. |
| 2003 | 1 | 42 | $5,425,096 | $421,320 | $10,031iApproximate average salary by contribution assumption: employee only about $250,786 at 4% or $167,190 at 6%; with 50% employer match about $167,190 at 4% or $111,460 at 6%; with 100% employer match about $125,393 at 4% or $83,595 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 42 | $5,425,096 | $421,320 | $10,031iApproximate average salary by contribution assumption: employee only about $250,786 at 4% or $167,190 at 6%; with 50% employer match about $167,190 at 4% or $111,460 at 6%; with 100% employer match about $125,393 at 4% or $83,595 at 6%. |
| 2002 | 1 | 38 | $4,043,953 | $397,552 | $10,462iApproximate average salary by contribution assumption: employee only about $261,547 at 4% or $174,365 at 6%; with 50% employer match about $174,365 at 4% or $116,243 at 6%; with 100% employer match about $130,774 at 4% or $87,182 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 38 | $4,043,953 | $397,552 | $10,462iApproximate average salary by contribution assumption: employee only about $261,547 at 4% or $174,365 at 6%; with 50% employer match about $174,365 at 4% or $116,243 at 6%; with 100% employer match about $130,774 at 4% or $87,182 at 6%. |
| 2001 | 1 | 38 | $5,505,385 | $391,807 | $10,311iApproximate average salary by contribution assumption: employee only about $257,768 at 4% or $171,845 at 6%; with 50% employer match about $171,845 at 4% or $114,563 at 6%; with 100% employer match about $128,884 at 4% or $85,923 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 38 | $5,505,385 | $391,807 | $10,311iApproximate average salary by contribution assumption: employee only about $257,768 at 4% or $171,845 at 6%; with 50% employer match about $171,845 at 4% or $114,563 at 6%; with 100% employer match about $128,884 at 4% or $85,923 at 6%. |
| 2000 | 1 | 45 | $5,610,130 | $117,800 | $2,618iApproximate average salary by contribution assumption: employee only about $65,444 at 4% or $43,630 at 6%; with 50% employer match about $43,630 at 4% or $29,086 at 6%; with 100% employer match about $32,722 at 4% or $21,815 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 45 | $5,610,130 | $117,800 | $2,618iApproximate average salary by contribution assumption: employee only about $65,444 at 4% or $43,630 at 6%; with 50% employer match about $43,630 at 4% or $29,086 at 6%; with 100% employer match about $32,722 at 4% or $21,815 at 6%. |
| 1999 | 1 | 45 | $5,488,365 | $349,659 | $7,770iApproximate average salary by contribution assumption: employee only about $194,255 at 4% or $129,503 at 6%; with 50% employer match about $129,503 at 4% or $86,336 at 6%; with 100% employer match about $97,128 at 4% or $64,752 at 6%. |
| Mccarthy Wilson 401(K) Profit Sharing Retirement Plan | - | 45 | $5,488,365 | $349,659 | $7,770iApproximate average salary by contribution assumption: employee only about $194,255 at 4% or $129,503 at 6%; with 50% employer match about $129,503 at 4% or $86,336 at 6%; with 100% employer match about $97,128 at 4% or $64,752 at 6%. |