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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:
Incorporation Date:
Company Identification Number:

More information about CARTER MCKENZIE SELECT, LLC

The following addresses have been detected on the 401k submissions:

USA Mailing Address
P.O. BOX 620
43 ROUTE 46 EAST SUITE 705
PINE BROOK
NJ
070580620
Date first seen: 2010-08-23
Date last seen: 2016-09-19
USA Location Address
P. O. BOX 620
PINE BROOK
NJ
070580620
Date first seen: 2010-08-23
Date last seen: 2021-09-13
USA Location Address
P.O. BOX 620
PINE BROOK
NJ
07058
Date first seen: 2012-07-11
Date last seen: 2023-12-31
USA Mailing Address
PO BOX 620
PINE BROOK
NJ
07058
Date first seen: 2012-11-27
Date last seen: 2023-12-31
USA Location Address
300 LITTLETON RD. STE. 302
PARSIPPANY
NJ
070544841
Date first seen: 2021-09-13
Date last seen: 2024-09-11
USA Location Address
300 LITTLETON RD. SUITE 302
PARSIPPANY
NJ
07054
Date first seen: 2008-01-01
Date last seen: 2024-09-30

The following addresses have been found in other jurisdictions:

Jurisdiction:Oregon Secretary of State Corporations Division
Address:
43 US HIGHWAY 46 STE 705
PINE BROOK
Jurisdiction Company ID:176327097
Jurisdiction Registration Date:2021-01-05

CARTER MCKENZIE SELECT, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
004CARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN2013-01-01 2013-01-01
003CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN2016-01-01 2011-01-01
002CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN2012-01-01 2011-01-01
005CARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN2016-01-01 2013-01-01
001CARTER MCKENZIE SELECT, LLC PROFIT SHARING PLAN2012-01-01 2008-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2023-05-15Employer Contributions $ 228,974
2023-05-15Employee Contributions $ 228,974
2022-09-13Employer Contributions $ 150,911
2022-09-13Employee Contributions $ 150,911
2020-07-07Employer Contributions $ 254,189
2020-07-07Employee Contributions $ 254,189
2019-05-17Employer Contributions $ 271,022
2019-05-17Employee Contributions $ 271,022
2019-03-25Employer Contributions $ 400,000
2019-03-25Employee Contributions $ 400,000
2018-07-24Employer Contributions $ 172,117
2018-07-24Employee Contributions $ 172,117
2017-06-01Employer Contributions $ 128,180
2017-06-01Employee Contributions $ 128,180
2016-07-26Employer Contributions $ 142,000
2016-07-26Employee Contributions $ 142,000
2015-09-15Employer Contributions $ 352,000 10 $ 35,200
2015-09-15Employee Contributions $ 352,000 10 $ 35,200
2014-05-23Employer Contributions $ 200,000 9 $ 22,222
2014-05-23Employee Contributions $ 200,000 9 $ 22,222
2014-05-13Employer Contributions $ 168,259 9 $ 18,695
2014-05-13Employee Contributions $ 168,259 9 $ 18,695

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