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MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MCCORMICK & O'BRIEN LLP has sponsored the creation of one or more 401k plans.

Company Name:MCCORMICK & O'BRIEN LLP
Employer identification number (EIN):260123664
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MCCORMICK & O'BRIEN LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2005-07-28
Company Identification Number: 3236142
Legal Registered Office Address: 9 E 40TH ST
4TH FL
NEW YORK
United States of America (USA)
10016

More information about MCCORMICK & O'BRIEN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01CHARLES MCCORMICK2022-06-07 CHARLES F MCCORMICK2022-06-07
0012020-01-01CHARLES MCCORMICK2021-09-17
0012019-01-01CHARELS MCCORMICK2020-07-17
0012018-01-01
0012017-01-01FOLAMI LOPEZ
0012016-01-01FOLAMI LOPEZ
0012015-01-01FOLAMI LOPEZ
0012014-01-01FOLAMI LOPEZ
0012013-01-01CHARLES MCCORMICK
0012012-01-01MCCORMICK O BRIEN LLP
0012010-01-01CHARLES F. MCCORMICK2011-10-28 CHARLES F. MCCORMICK2011-10-28

Plan Statistics for MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2018: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0112
Number of participants with account balances2017-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2018 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$81,472
Expenses. Total of all expenses incurred2018-12-31$286,250
Benefits paid (including direct rollovers)2018-12-31$284,970
Total plan assets at end of year2018-12-31$915,546
Total plan assets at beginning of year2018-12-31$1,120,324
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$48,375
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-70,399
Net income (gross income less expenses)2018-12-31$-204,778
Net plan assets at end of year (total assets less liabilities)2018-12-31$915,546
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,120,324
Assets. Value of participant loans2018-12-31$18,697
Total contributions received or receivable from employer(s)2018-12-31$103,496
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$187,056
Expenses. Total of all expenses incurred2017-12-31$46,924
Benefits paid (including direct rollovers)2017-12-31$46,717
Total plan assets at end of year2017-12-31$1,120,324
Total plan assets at beginning of year2017-12-31$980,192
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$55,105
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$37,678
Net income (gross income less expenses)2017-12-31$140,132
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,120,324
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$980,192
Assets. Value of participant loans2017-12-31$22,533
Total contributions received or receivable from employer(s)2017-12-31$94,273
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$143,402
Expenses. Total of all expenses incurred2016-12-31$149,176
Benefits paid (including direct rollovers)2016-12-31$149,036
Total plan assets at end of year2016-12-31$980,192
Total plan assets at beginning of year2016-12-31$985,966
Value of fidelity bond covering the plan2016-12-31$0
Total contributions received or receivable from participants2016-12-31$50,050
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-3,070
Net income (gross income less expenses)2016-12-31$-5,774
Net plan assets at end of year (total assets less liabilities)2016-12-31$980,192
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$985,966
Total contributions received or receivable from employer(s)2016-12-31$96,422
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$120,946
Expenses. Total of all expenses incurred2015-12-31$5,562
Benefits paid (including direct rollovers)2015-12-31$5,497
Total plan assets at end of year2015-12-31$985,966
Total plan assets at beginning of year2015-12-31$870,582
Value of fidelity bond covering the plan2015-12-31$0
Total contributions received or receivable from participants2015-12-31$55,777
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-35,525
Net income (gross income less expenses)2015-12-31$115,384
Net plan assets at end of year (total assets less liabilities)2015-12-31$985,966
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$870,582
Assets. Value of participant loans2015-12-31$10,395
Total contributions received or receivable from employer(s)2015-12-31$100,694
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$60,080
Expenses. Total of all expenses incurred2014-12-31$50,955
Benefits paid (including direct rollovers)2014-12-31$50,890
Total plan assets at end of year2014-12-31$870,582
Total plan assets at beginning of year2014-12-31$861,457
Value of fidelity bond covering the plan2014-12-31$0
Total contributions received or receivable from participants2014-12-31$66,749
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-97,844
Net income (gross income less expenses)2014-12-31$9,125
Net plan assets at end of year (total assets less liabilities)2014-12-31$870,582
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$861,457
Assets. Value of participant loans2014-12-31$44,999
Total contributions received or receivable from employer(s)2014-12-31$91,175
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$346,829
Expenses. Total of all expenses incurred2013-12-31$1,656
Benefits paid (including direct rollovers)2013-12-31$1,591
Total plan assets at end of year2013-12-31$861,457
Total plan assets at beginning of year2013-12-31$516,284
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$65,011
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$120,000
Other income received2013-12-31$75,870
Net income (gross income less expenses)2013-12-31$345,173
Net plan assets at end of year (total assets less liabilities)2013-12-31$861,457
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$516,284
Assets. Value of participant loans2013-12-31$58,582
Total contributions received or receivable from employer(s)2013-12-31$85,948
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$130,033
Expenses. Total of all expenses incurred2012-12-31$31,387
Benefits paid (including direct rollovers)2012-12-31$31,127
Total plan assets at end of year2012-12-31$516,284
Total plan assets at beginning of year2012-12-31$417,638
Value of fidelity bond covering the plan2012-12-31$0
Total contributions received or receivable from participants2012-12-31$18,579
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$16,742
Net income (gross income less expenses)2012-12-31$98,646
Net plan assets at end of year (total assets less liabilities)2012-12-31$516,284
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$417,638
Assets. Value of participant loans2012-12-31$20,306
Total contributions received or receivable from employer(s)2012-12-31$94,712
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0

Form 5500 Responses for MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST

2018: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCCORMICK & OBRIEN LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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