Original filing (PDF)20250908135930NAL0019370593001

RUSSELL MCCARTHY

Name: RUSSELL MCCARTHY — RUSSELL MCCARTHY 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: RUSSELL MCCARTHY

Form 5500-SF

FILING_RECEIVED

RUSSELL MCCARTHY 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSSELL MCCARTHY.

Plan sponsor

Name

RUSSELL MCCARTHY

EIN

33-0827707

Address

P.O. BOX 130 · BEDIAS, TX · 77831

Phone

(714) 404-8739

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

BUESTAD CONSTRUCTION, INC.

BUESTAD CONSTRUCTION, INC. 401(K) PLAN

$3.0M · 20 participants

CREEKSIDE HOMES, LLC

CREEKSIDE HOMES, LLC CASH BALANCE PENSION PLAN

$3.0M · 6 participants

P.J.REILLY CONTRACTING CO., INC.

P. J. REILLY CONTRACTING CO. , INC. 401(K) PLAN

$3.0M · 24 participants

HUBERT WHITLOCK BUILDERS, INC.

WHITLOCK BUILDERS PROFIT SHARING & SAVINGS PLAN

$3.0M · 16 participants

MORALES CONSTRUCTION CO, INC.

MORALES CONSTRUCTION CO, INC 401(K) PLAN