Civic Intelligence

MCCARTHY TAX PREPARATION LLC

Plan context: MCCARTHY TAX PREPARATION 401(K) PLAN

EIN 81-3555810 • Batavia, OH • 10 filings • 3 plans

1203 Glenwood TrlBatavia, OH 45103
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$621,745

2025 Contributions

$150,074

Historical Graphs

Total Assets Over Time

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

$621,745$310,873$0202020232025YearValue
$621,745Latest 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
13Latest 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
2025113$621,745$150,074$11,544iApproximate average salary by contribution assumption: employee only about $288,604 at 4% or $192,403 at 6%; with 50% employer match about $192,403 at 4% or $128,268 at 6%; with 100% employer match about $144,302 at 4% or $96,201 at 6%.
MCCARTHY TAX PREPARATION 401(K) PLAN-13$621,745$150,074$11,544iApproximate average salary by contribution assumption: employee only about $288,604 at 4% or $192,403 at 6%; with 50% employer match about $192,403 at 4% or $128,268 at 6%; with 100% employer match about $144,302 at 4% or $96,201 at 6%.
2024213$397,782$216,267$16,636iApproximate average salary by contribution assumption: employee only about $415,898 at 4% or $277,265 at 6%; with 50% employer match about $277,265 at 4% or $184,844 at 6%; with 100% employer match about $207,949 at 4% or $138,633 at 6%.
MCCARTHY TAX PREPARATION 401(K) PLAN-13$394,058$143,932$11,072iApproximate average salary by contribution assumption: employee only about $276,792 at 4% or $184,528 at 6%; with 50% employer match about $184,528 at 4% or $123,019 at 6%; with 100% employer match about $138,396 at 4% or $92,264 at 6%.
MCCARTHY TAX PREPARATION LLC SOCA BENEFIT PLAN-8$3,724$72,335$9,042iApproximate average salary by contribution assumption: employee only about $226,047 at 4% or $150,698 at 6%; with 50% employer match about $150,698 at 4% or $100,465 at 6%; with 100% employer match about $113,023 at 4% or $75,349 at 6%.
2023215$310,771$175,239$11,683iApproximate average salary by contribution assumption: employee only about $292,065 at 4% or $194,710 at 6%; with 50% employer match about $194,710 at 4% or $129,807 at 6%; with 100% employer match about $146,033 at 4% or $97,355 at 6%.
MCCARTHY TAX PREPARATION 401(K) PLAN-15$307,280$130,805$8,720iApproximate average salary by contribution assumption: employee only about $218,008 at 4% or $145,339 at 6%; with 50% employer match about $145,339 at 4% or $96,893 at 6%; with 100% employer match about $109,004 at 4% or $72,669 at 6%.
MCCARTHY TAX PREPARATION LLC SOCA BENEFIT PLAN-8$3,491$44,434$5,554iApproximate average salary by contribution assumption: employee only about $138,856 at 4% or $92,571 at 6%; with 50% employer match about $92,571 at 4% or $61,714 at 6%; with 100% employer match about $69,428 at 4% or $46,285 at 6%.
2022212$146,307$169,214$14,101iApproximate average salary by contribution assumption: employee only about $352,529 at 4% or $235,019 at 6%; with 50% employer match about $235,019 at 4% or $156,680 at 6%; with 100% employer match about $176,265 at 4% or $117,510 at 6%.
MCCARTHY TAX PREPARATION 401(K) PLAN-12$143,286$113,626$9,469iApproximate average salary by contribution assumption: employee only about $236,721 at 4% or $157,814 at 6%; with 50% employer match about $157,814 at 4% or $105,209 at 6%; with 100% employer match about $118,360 at 4% or $78,907 at 6%.
MCCARTHY TAX PREPARATION LLC SOCA BENEFIT PLAN-7$3,021$55,588$7,941iApproximate average salary by contribution assumption: employee only about $198,529 at 4% or $132,352 at 6%; with 50% employer match about $132,352 at 4% or $88,235 at 6%; with 100% employer match about $99,264 at 4% or $66,176 at 6%.
2021210$86,625$114,632$11,463iApproximate average salary by contribution assumption: employee only about $286,580 at 4% or $191,053 at 6%; with 50% employer match about $191,053 at 4% or $127,369 at 6%; with 100% employer match about $143,290 at 4% or $95,527 at 6%.
ADVISOR FACING TAX 401(K) PLAN-10$85,540$68,018$6,802iApproximate average salary by contribution assumption: employee only about $170,045 at 4% or $113,363 at 6%; with 50% employer match about $113,363 at 4% or $75,576 at 6%; with 100% employer match about $85,023 at 4% or $56,682 at 6%.
MCCARTHY TAX PREPARATION LLC SOCA BENEFIT PLAN-8$1,085$46,614$5,827iApproximate average salary by contribution assumption: employee only about $145,669 at 4% or $97,113 at 6%; with 50% employer match about $97,113 at 4% or $64,742 at 6%; with 100% employer match about $72,834 at 4% or $48,556 at 6%.
202018$30,084$35,575$4,447iApproximate average salary by contribution assumption: employee only about $111,172 at 4% or $74,115 at 6%; with 50% employer match about $74,115 at 4% or $49,410 at 6%; with 100% employer match about $55,586 at 4% or $37,057 at 6%.
ADVISOR FACING TAX 401(K) PLAN-8$30,084$35,575$4,447iApproximate average salary by contribution assumption: employee only about $111,172 at 4% or $74,115 at 6%; with 50% employer match about $74,115 at 4% or $49,410 at 6%; with 100% employer match about $55,586 at 4% or $37,057 at 6%.