Mccarthy, Valiente Alvarez Pa
Plan context: Mccarthy & Valiente Pa Profit Sh Pl
EIN 59-3258909 • Tampa, FL • 12 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,266,009
2024 Contributions
$105,383
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 | 8 | $1,266,009 | $105,383 | $13,173iApproximate average salary by contribution assumption: employee only about $329,322 at 4% or $219,548 at 6%; with 50% employer match about $219,548 at 4% or $146,365 at 6%; with 100% employer match about $164,661 at 4% or $109,774 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 8 | $1,266,009 | $105,383 | $13,173iApproximate average salary by contribution assumption: employee only about $329,322 at 4% or $219,548 at 6%; with 50% employer match about $219,548 at 4% or $146,365 at 6%; with 100% employer match about $164,661 at 4% or $109,774 at 6%. |
| 2023 | 1 | 9 | $1,006,582 | $94,265 | $10,474iApproximate average salary by contribution assumption: employee only about $261,847 at 4% or $174,565 at 6%; with 50% employer match about $174,565 at 4% or $116,377 at 6%; with 100% employer match about $130,924 at 4% or $87,282 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 9 | $1,006,582 | $94,265 | $10,474iApproximate average salary by contribution assumption: employee only about $261,847 at 4% or $174,565 at 6%; with 50% employer match about $174,565 at 4% or $116,377 at 6%; with 100% employer match about $130,924 at 4% or $87,282 at 6%. |
| 2022 | 1 | 8 | $724,874 | $86,943 | $10,868iApproximate average salary by contribution assumption: employee only about $271,697 at 4% or $181,131 at 6%; with 50% employer match about $181,131 at 4% or $120,754 at 6%; with 100% employer match about $135,848 at 4% or $90,566 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 8 | $724,874 | $86,943 | $10,868iApproximate average salary by contribution assumption: employee only about $271,697 at 4% or $181,131 at 6%; with 50% employer match about $181,131 at 4% or $120,754 at 6%; with 100% employer match about $135,848 at 4% or $90,566 at 6%. |
| 2021 | 1 | 10 | $949,260 | $99,001 | $9,900iApproximate average salary by contribution assumption: employee only about $247,503 at 4% or $165,002 at 6%; with 50% employer match about $165,002 at 4% or $110,001 at 6%; with 100% employer match about $123,751 at 4% or $82,501 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 10 | $949,260 | $99,001 | $9,900iApproximate average salary by contribution assumption: employee only about $247,503 at 4% or $165,002 at 6%; with 50% employer match about $165,002 at 4% or $110,001 at 6%; with 100% employer match about $123,751 at 4% or $82,501 at 6%. |
| 2020 | 1 | 12 | $713,066 | $90,043 | $7,504iApproximate average salary by contribution assumption: employee only about $187,590 at 4% or $125,060 at 6%; with 50% employer match about $125,060 at 4% or $83,373 at 6%; with 100% employer match about $93,795 at 4% or $62,530 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 12 | $713,066 | $90,043 | $7,504iApproximate average salary by contribution assumption: employee only about $187,590 at 4% or $125,060 at 6%; with 50% employer match about $125,060 at 4% or $83,373 at 6%; with 100% employer match about $93,795 at 4% or $62,530 at 6%. |
| 2019 | 1 | 9 | $538,985 | $89,172 | $9,908iApproximate average salary by contribution assumption: employee only about $247,700 at 4% or $165,133 at 6%; with 50% employer match about $165,133 at 4% or $110,089 at 6%; with 100% employer match about $123,850 at 4% or $82,567 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 9 | $538,985 | $89,172 | $9,908iApproximate average salary by contribution assumption: employee only about $247,700 at 4% or $165,133 at 6%; with 50% employer match about $165,133 at 4% or $110,089 at 6%; with 100% employer match about $123,850 at 4% or $82,567 at 6%. |
| 2018 | 1 | 8 | $339,986 | $83,601 | $10,450iApproximate average salary by contribution assumption: employee only about $261,253 at 4% or $174,169 at 6%; with 50% employer match about $174,169 at 4% or $116,113 at 6%; with 100% employer match about $130,627 at 4% or $87,084 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 8 | $339,986 | $83,601 | $10,450iApproximate average salary by contribution assumption: employee only about $261,253 at 4% or $174,169 at 6%; with 50% employer match about $174,169 at 4% or $116,113 at 6%; with 100% employer match about $130,627 at 4% or $87,084 at 6%. |
| 2017 | 1 | 11 | $276,504 | $81,200 | $7,382iApproximate average salary by contribution assumption: employee only about $184,545 at 4% or $123,030 at 6%; with 50% employer match about $123,030 at 4% or $82,020 at 6%; with 100% employer match about $92,273 at 4% or $61,515 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 11 | $276,504 | $81,200 | $7,382iApproximate average salary by contribution assumption: employee only about $184,545 at 4% or $123,030 at 6%; with 50% employer match about $123,030 at 4% or $82,020 at 6%; with 100% employer match about $92,273 at 4% or $61,515 at 6%. |
| 2016 | 1 | 5 | $160,681 | $90,744 | $18,149iApproximate average salary by contribution assumption: employee only about $453,720 at 4% or $302,480 at 6%; with 50% employer match about $302,480 at 4% or $201,653 at 6%; with 100% employer match about $226,860 at 4% or $151,240 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 5 | $160,681 | $90,744 | $18,149iApproximate average salary by contribution assumption: employee only about $453,720 at 4% or $302,480 at 6%; with 50% employer match about $302,480 at 4% or $201,653 at 6%; with 100% employer match about $226,860 at 4% or $151,240 at 6%. |
| 2015 | 1 | 3 | $55,344 | $56,641 | $18,880iApproximate average salary by contribution assumption: employee only about $472,008 at 4% or $314,672 at 6%; with 50% employer match about $314,672 at 4% or $209,781 at 6%; with 100% employer match about $236,004 at 4% or $157,336 at 6%. |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 3 | $55,344 | $56,641 | $18,880iApproximate average salary by contribution assumption: employee only about $472,008 at 4% or $314,672 at 6%; with 50% employer match about $314,672 at 4% or $209,781 at 6%; with 100% employer match about $236,004 at 4% or $157,336 at 6%. |
| 1999 | 2 | 0 | $0 | $0 | - |
| Mccarthy & Valiente Pa Pension Pl | - | 0 | - | - | - |
| Mccarthy & Valiente Pa Profit Sh Pl | - | 0 | - | - | - |