401k Plan data: CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN plan

CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN
Plan identification number	002

CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

CARTER MCKENZIE SELECT, LLC has sponsored the creation of one or more 401k plans.

Company Name: CARTER MCKENZIE SELECT, LLC

Employer identification number (EIN): 205769565

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about CARTER MCKENZIE SELECT, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0600240529

More information about CARTER MCKENZIE SELECT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RICK KILCOYNE 2024-09-11
002 2022-01-01 RICK KILCOYNE 2023-10-09
002 2021-01-01 RICK KILCOYNE 2022-09-23
002 2020-01-01 RICK KILCOYNE 2021-09-13
002 2019-01-01 RICK KILCOYNE 2020-09-23
002 2018-01-01 RICK KILCOYNE 2019-10-07
002 2017-01-01 RICK KILCOYNE 2018-09-10
002 2016-01-01 RICK KILCOYNE 2017-10-02
002 2015-01-01 RICK KILCOYNE 2016-09-19
002 2014-01-01 RICK KILCOYNE 2015-09-23
002 2013-01-01 RICK KILCOYNE 2014-08-28
002 2012-01-01 RICK KILCOYNE 2013-09-19
002 2011-01-01 RICK KILCOYNE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	RICK KILCOYNE	2024-09-11
002	2022-01-01	RICK KILCOYNE	2023-10-09
002	2021-01-01	RICK KILCOYNE	2022-09-23
002	2020-01-01	RICK KILCOYNE	2021-09-13
002	2019-01-01	RICK KILCOYNE	2020-09-23
002	2018-01-01	RICK KILCOYNE	2019-10-07
002	2017-01-01	RICK KILCOYNE	2018-09-10
002	2016-01-01	RICK KILCOYNE	2017-10-02
002	2015-01-01	RICK KILCOYNE	2016-09-19
002	2014-01-01	RICK KILCOYNE	2015-09-23
002	2013-01-01	RICK KILCOYNE	2014-08-28
002	2012-01-01	RICK KILCOYNE	2013-09-19
002	2011-01-01	RICK KILCOYNE

Plan Statistics for CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN

401k plan membership statisitcs for CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN

Measure Date Value
2011: CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2011: CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN

Measure	Date	Value
2011 : CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$326,629
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$119,512
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$446,141
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$10,512
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$119,512
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$446,141
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$65,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN

2011: CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

CARTER MCKENZIE, INC. EMPLOYEES' PROFIT SHARING PLAN [EIN = 222599143]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CARTER MCKENZIE SELECT, LLC
Employer identification number (EIN):	205769565
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0600240529