Civic Intelligence

Mccarty, Naim, Focks & Keeter, P.A.

Plan context: James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust

EIN 59-2431934 • 16 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$512,420

2024 Contributions

$36,705

Historical Graphs

Total Assets Over Time

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

$1,107,510$553,755$0200020182023YearValue
$512,420Latest year 2023

Participants Over Time

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

530200020172023YearValue
1Latest year 2023

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
202410$0$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-0---
202311$512,420$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-1$512,420--
202211$491,552$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-1$491,552--
202111$494,131$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-1$494,131--
202011$370,496$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-1$370,496--
201914$409,020$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-4$409,020--
201813$379,000$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-3$379,000--
201714$379,080$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-4$379,080--
201613$377,412$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-3$377,412--
201513$375,033$36,705$12,235iApproximate average salary by contribution assumption: employee only about $305,875 at 4% or $203,917 at 6%; with 50% employer match about $203,917 at 4% or $135,944 at 6%; with 100% employer match about $152,938 at 4% or $101,958 at 6%.
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-3$375,033$36,705$12,235iApproximate average salary by contribution assumption: employee only about $305,875 at 4% or $203,917 at 6%; with 50% employer match about $203,917 at 4% or $135,944 at 6%; with 100% employer match about $152,938 at 4% or $101,958 at 6%.
201412$285,016$13,825$6,913iApproximate average salary by contribution assumption: employee only about $172,813 at 4% or $115,208 at 6%; with 50% employer match about $115,208 at 4% or $76,806 at 6%; with 100% employer match about $86,406 at 4% or $57,604 at 6%.
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-2$285,016$13,825$6,913iApproximate average salary by contribution assumption: employee only about $172,813 at 4% or $115,208 at 6%; with 50% employer match about $115,208 at 4% or $76,806 at 6%; with 100% employer match about $86,406 at 4% or $57,604 at 6%.
200211$0$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-1---
200121$0$0-
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-1---
MCCARTY, HELM. KEETER & DAVIS, P.A. MONEY PURCHASE PENSION PLAN-0---
200025$1,107,510$3,282$656iApproximate average salary by contribution assumption: employee only about $16,410 at 4% or $10,940 at 6%; with 50% employer match about $10,940 at 4% or $7,293 at 6%; with 100% employer match about $8,205 at 4% or $5,470 at 6%.
James H. Mccarty, Jr., P. a Profit Sharing Plan and Trust-5$962,654$2,555$511iApproximate average salary by contribution assumption: employee only about $12,775 at 4% or $8,517 at 6%; with 50% employer match about $8,517 at 4% or $5,678 at 6%; with 100% employer match about $6,388 at 4% or $4,258 at 6%.
MCCARTY, HELM, KEETER & DAVIS, P.A. MONEY PURCHASE PENSION PLAN-5$144,856$727$145iApproximate average salary by contribution assumption: employee only about $3,635 at 4% or $2,423 at 6%; with 50% employer match about $2,423 at 4% or $1,616 at 6%; with 100% employer match about $1,818 at 4% or $1,212 at 6%.