Original filing (PDF)20241204125040NAL0002341731001

MCCARTHY & KELLY, LLP

Name: MCCARTHY & KELLY, LLP — MCCARTHY & KELLY, LLP PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MCCARTHY & KELLY, LLP

Form 5500-SF

FILING_RECEIVED

MCCARTHY & KELLY, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCARTHY & KELLY, LLP.

Plan sponsor

Name

MCCARTHY & KELLY, LLP

EIN

13-3879697all filings

Address

52 DUANE STREET - 7TH FLOOR · NEW YORK, NY · 100070110

Phone

(212) 732-6000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-31

Filed

2024-12-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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