Civic Intelligence
Filing

Mccarthy Construction 401K Plan

Mccarthy Construction • EIN 68-0052096 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Up

15 → 18

3 • 20.00%

Assets

Up

$61,895 → $164,431

$102,536 • 165.66%

Investment Management Fee

-

Admin expenses - • Total expenses $11,442

Filing Details

Context
Net investment result
$102,536
Pension payor EIN
68-0052096

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200910$0$0-
Mccarthy Construction 401K Plan-----
2008118$1,418,308$210,692$11,705iApproximate average salary by contribution assumption: employee only about $292,628 at 4% or $195,085 at 6%; with 50% employer match about $195,085 at 4% or $130,057 at 6%; with 100% employer match about $146,314 at 4% or $97,543 at 6%.
Mccarthy Construction 401K Plan-18$1,418,308$210,692$11,705iApproximate average salary by contribution assumption: employee only about $292,628 at 4% or $195,085 at 6%; with 50% employer match about $195,085 at 4% or $130,057 at 6%; with 100% employer match about $146,314 at 4% or $97,543 at 6%.
2007117$1,832,193$206,763$12,163iApproximate average salary by contribution assumption: employee only about $304,063 at 4% or $202,709 at 6%; with 50% employer match about $202,709 at 4% or $135,139 at 6%; with 100% employer match about $152,032 at 4% or $101,354 at 6%.
Mccarthy Construction 401K Plan-17$1,832,193$206,763$12,163iApproximate average salary by contribution assumption: employee only about $304,063 at 4% or $202,709 at 6%; with 50% employer match about $202,709 at 4% or $135,139 at 6%; with 100% employer match about $152,032 at 4% or $101,354 at 6%.
2006116$1,502,793$202,933$12,683iApproximate average salary by contribution assumption: employee only about $317,083 at 4% or $211,389 at 6%; with 50% employer match about $211,389 at 4% or $140,926 at 6%; with 100% employer match about $158,541 at 4% or $105,694 at 6%.
Mccarthy Construction 401K Plan-16$1,502,793$202,933$12,683iApproximate average salary by contribution assumption: employee only about $317,083 at 4% or $211,389 at 6%; with 50% employer match about $211,389 at 4% or $140,926 at 6%; with 100% employer match about $158,541 at 4% or $105,694 at 6%.
2005120$1,148,315$216,510$10,826iApproximate average salary by contribution assumption: employee only about $270,638 at 4% or $180,425 at 6%; with 50% employer match about $180,425 at 4% or $120,283 at 6%; with 100% employer match about $135,319 at 4% or $90,213 at 6%.
Mccarthy Construction 401K Plan-20$1,148,315$216,510$10,826iApproximate average salary by contribution assumption: employee only about $270,638 at 4% or $180,425 at 6%; with 50% employer match about $180,425 at 4% or $120,283 at 6%; with 100% employer match about $135,319 at 4% or $90,213 at 6%.
2004120$879,923$191,370$9,569iApproximate average salary by contribution assumption: employee only about $239,213 at 4% or $159,475 at 6%; with 50% employer match about $159,475 at 4% or $106,317 at 6%; with 100% employer match about $119,606 at 4% or $79,738 at 6%.
Mccarthy Construction 401K Plan-20$879,923$191,370$9,569iApproximate average salary by contribution assumption: employee only about $239,213 at 4% or $159,475 at 6%; with 50% employer match about $159,475 at 4% or $106,317 at 6%; with 100% employer match about $119,606 at 4% or $79,738 at 6%.
2003119$633,724$167,582$8,820iApproximate average salary by contribution assumption: employee only about $220,503 at 4% or $147,002 at 6%; with 50% employer match about $147,002 at 4% or $98,001 at 6%; with 100% employer match about $110,251 at 4% or $73,501 at 6%.
Mccarthy Construction 401K Plan-19$633,724$167,582$8,820iApproximate average salary by contribution assumption: employee only about $220,503 at 4% or $147,002 at 6%; with 50% employer match about $147,002 at 4% or $98,001 at 6%; with 100% employer match about $110,251 at 4% or $73,501 at 6%.
2002118$368,840$57,932$3,218iApproximate average salary by contribution assumption: employee only about $80,461 at 4% or $53,641 at 6%; with 50% employer match about $53,641 at 4% or $35,760 at 6%; with 100% employer match about $40,231 at 4% or $26,820 at 6%.
Mccarthy Construction 401K Plan-18$368,840$57,932$3,218iApproximate average salary by contribution assumption: employee only about $80,461 at 4% or $53,641 at 6%; with 50% employer match about $53,641 at 4% or $35,760 at 6%; with 100% employer match about $40,231 at 4% or $26,820 at 6%.
2001117$333,262$138,005$8,118iApproximate average salary by contribution assumption: employee only about $202,949 at 4% or $135,299 at 6%; with 50% employer match about $135,299 at 4% or $90,199 at 6%; with 100% employer match about $101,474 at 4% or $67,650 at 6%.
Mccarthy Construction 401K Plan-17$333,262$138,005$8,118iApproximate average salary by contribution assumption: employee only about $202,949 at 4% or $135,299 at 6%; with 50% employer match about $135,299 at 4% or $90,199 at 6%; with 100% employer match about $101,474 at 4% or $67,650 at 6%.
2000120$245,026$128,992$6,450iApproximate average salary by contribution assumption: employee only about $161,240 at 4% or $107,493 at 6%; with 50% employer match about $107,493 at 4% or $71,662 at 6%; with 100% employer match about $80,620 at 4% or $53,747 at 6%.
Mccarthy Construction 401K Plan-20$245,026$128,992$6,450iApproximate average salary by contribution assumption: employee only about $161,240 at 4% or $107,493 at 6%; with 50% employer match about $107,493 at 4% or $71,662 at 6%; with 100% employer match about $80,620 at 4% or $53,747 at 6%.
1999118$164,431$86,267$4,793iApproximate average salary by contribution assumption: employee only about $119,815 at 4% or $79,877 at 6%; with 50% employer match about $79,877 at 4% or $53,251 at 6%; with 100% employer match about $59,908 at 4% or $39,938 at 6%.
Mccarthy Construction 401K PlanCurrent18$164,431$86,267$4,793iApproximate average salary by contribution assumption: employee only about $119,815 at 4% or $79,877 at 6%; with 50% employer match about $79,877 at 4% or $53,251 at 6%; with 100% employer match about $59,908 at 4% or $39,938 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037101471531
Form Id
3832058
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371101471030002
Ins Broker 01 Name
CONNY SAAB
Ins Broker 01 Street Addr
7777 GREENBACK LANE, #103
Ins Broker 01 City
CITRUS HEIGHTS
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
95610
Ins Broker Comm Pd 01 Amount
$4,183
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC.
Filing Id
56037101471531
Form Id
3832058
Schedule A EIN
68-0052096
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC.
Ins Carrier EIN
13-2656036
Ins Carrier Naic Code
78778
Ins Contract Num
602726
Ins Prsn Covered End of year Count
20
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$4,183
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$154,851
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP VARIABLE ANNUITY CONTRACT
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$164,431$102,536 change

Balance Sheet

Beginning and end of plan year.

Total assets$61,895$164,431Increase +$102,536 (165.66%)
Total liabilities$0$0No change $0
Net assets$61,895$164,431Increase +$102,536 (165.66%)

Contributions

Employer contributions$34,018
Participant contributions$52,249
Other contributions$0

Income & Expenses

Total income$113,978
Total expenses$11,442
Net income$102,536
Source fields
Schedule I source fields
Filing Id
56037101471531
Schedule I EIN
68-0052096
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$61,895
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$61,895
Small plan total assets at end of year
$164,431
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$164,431
Small plan employer contributions
$34,018
Small plan participant contributions
$52,249
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$27,711
Small plan total income
$113,978
Small plan total benefit distributions
$11,442
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$11,442
Small plan net income or loss
$102,536
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$50,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN68-0052096

Transfers

Distributed property value$0
Schedule R source fields
Payor 68-0052096
Filing Id
56037101471531
Schedule R EIN
68-0052096
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
68-0052096
Pension Bnft Distribution Sngl Sum Count
2
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0