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MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST
Plan identification number 001

MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO., L.P.A. has sponsored the creation of one or more 401k plans.

Company Name:MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO., L.P.A.
Employer identification number (EIN):341095358
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO., L.P.A.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1971-12-13
Company Identification Number: 418430
Legal Registered Office Address: 101 PROSPECT AVE W #1800
-
CLEVELAND
United States of America (USA)
44115

More information about MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO., L.P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA 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
0012021-01-01
0012020-01-01
0012019-01-01ADAM WARREN2020-10-08
0012019-01-01ADAM WARREN2021-10-05
0012018-01-01KENNETH LIFFMAN2019-10-04
0012017-01-01KENNETH LIFFMAN2018-10-15
0012016-01-01KENNETH LIFFMAN2017-10-16
0012015-01-01KENNETH LIFFMAN2016-10-14
0012014-01-01KENNETH LIFFMAN2015-10-08
0012013-01-01KENNETH LIFFMAN
0012012-01-01KENNETH LIFFMAN
0012011-01-01KENNETH LIFFMAN
0012010-01-01JOHN SEICH
0012008-01-01

Financial Data on MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-05290199
Net assets as of the end of the plan year2025-09-0523935215
Total assets as of the beginning of the plan year2025-09-0519796104
Value of plan covered by a fidelity bond2025-09-05500000
Participant contributions to plan in this plan year2025-09-05658955
Value of participant loans at end of plan year2025-09-059305
Other income to plan in this plan year2025-09-053281315
Plan net income in this plan year2025-09-054139111
Net assets as of the end of the plan year2025-09-0523935215
Net assets as of the beginning of the plan year2025-09-0519796104
Employer contributions to plan in this plan year2025-09-05489040
2024 : MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-24533943
Net assets as of the end of the plan year2024-09-2419796104
Total assets as of the beginning of the plan year2024-09-2416306201
Value of plan covered by a fidelity bond2024-09-24500000
Participant contributions to plan in this plan year2024-09-24566912
Value of participant loans at end of plan year2024-09-2432441
Other income to plan in this plan year2024-09-242985525
Plan net income in this plan year2024-09-243489903
Net assets as of the end of the plan year2024-09-2419796104
Net assets as of the beginning of the plan year2024-09-2416306201
Employer contributions to plan in this plan year2024-09-24471409
2022 : MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-121635577
Net assets as of the end of the plan year2022-10-1219038392
Total assets as of the beginning of the plan year2022-10-1216695022
Value of plan covered by a fidelity bond2022-10-12500000
Participant contributions to plan in this plan year2022-10-12631995
Value of participant loans at end of plan year2022-10-1252543
Other income to plan in this plan year2022-10-122593153
Plan net income in this plan year2022-10-122343370
Net assets as of the end of the plan year2022-10-1219038392
Net assets as of the beginning of the plan year2022-10-1216695022
Employer contributions to plan in this plan year2022-10-12753799
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-12142566
2013 : MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$1,810,738
Expenses. Total of all expenses incurred2013-12-31$384,510
Benefits paid (including direct rollovers)2013-12-31$354,718
Total plan assets at end of year2013-12-31$6,582,852
Total plan assets at beginning of year2013-12-31$5,156,624
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$309,062
Other income received2013-12-31$1,162,094
Net income (gross income less expenses)2013-12-31$1,426,228
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,582,852
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,156,624
Assets. Value of participant loans2013-12-31$21,621
Assets. Value of assets in partnership/joint-venture interests2013-12-31$42,000
Total contributions received or receivable from employer(s)2013-12-31$339,582
Value of corrective distributions2013-12-31$4,274
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$25,518
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$583,001
Expenses. Total of all expenses incurred2012-12-31$4,405,645
Benefits paid (including direct rollovers)2012-12-31$4,393,399
Total plan assets at end of year2012-12-31$5,156,624
Total plan assets at beginning of year2012-12-31$8,979,268
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$337,806
Other income received2012-12-31$218,243
Net income (gross income less expenses)2012-12-31$-3,822,644
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,156,624
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,979,268
Assets. Value of participant loans2012-12-31$41,829
Assets. Value of assets in partnership/joint-venture interests2012-12-31$42,000
Total contributions received or receivable from employer(s)2012-12-31$26,952
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$489,681
Expenses. Total of all expenses incurred2011-12-31$823,395
Benefits paid (including direct rollovers)2011-12-31$731,476
Total plan assets at end of year2011-12-31$8,979,268
Total plan assets at beginning of year2011-12-31$9,312,982
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$284,065
Other income received2011-12-31$-130,412
Net income (gross income less expenses)2011-12-31$-333,714
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,979,268
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$9,312,982
Assets. Value of participant loans2011-12-31$44,195
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$47,423
Assets. Value of assets in partnership/joint-venture interests2011-12-31$42,000
Total contributions received or receivable from employer(s)2011-12-31$336,028
Value of certain deemed distributions of participant loans2011-12-31$47,423
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$44,496
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$2,439,847
Expenses. Total of all expenses incurred2010-12-31$324,865
Benefits paid (including direct rollovers)2010-12-31$285,462
Total plan assets at end of year2010-12-31$9,312,982
Total plan assets at beginning of year2010-12-31$7,198,000
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$286,098
Other income received2010-12-31$1,810,682
Net income (gross income less expenses)2010-12-31$2,114,982
Net plan assets at end of year (total assets less liabilities)2010-12-31$9,312,982
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,198,000
Assets. Value of participant loans2010-12-31$100,346
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$47,423
Total contributions received or receivable from employer(s)2010-12-31$343,067
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$39,403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST

2013: MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA 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: MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA 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
2011: MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2008: MCCARTHY, LEBIT, CRYSTAL & LIFFMAN CO LPA PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT6786
Policy instance 1

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