How big is MCFS & BB, Inc.'s plan?

MCFS & BB, Inc.'s plan reported $2.7M in assets and 7 participants for 2024.

Original filing (PDF)20250508161712NAL0019559584001

MCFS & BB, Inc.

Name: MCFS & BB, Inc. — Mary Carter Financial Services, Form 5500 (2024)
Creator: MCFS & BB, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mary Carter Financial Services 401(k) Profit Sharing Plan

401(k) retirement plan · MCFS & BB, Inc.'s Mary Carter Financial Services 401(k) Profit Sharing Plan held $2.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

MCFS & BB, Inc.'s EIN is 46-4838537.

EIN 46-4838537

Plan number 002

Plan year 2024

ACK ID 20250508161712NAL0019559584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MCFS & BB, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MCFS & BB, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCFS & BB, INC..

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score