P 401(k) Plan Report

Stable plan record

MCCARTHY WEALTH & TAX ADVISORS RETIREMENT PLAN

Sponsored by MCCARTHY TAX SERVICES, LLC · EIN/PN 830367250-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$21,865
Administrative cost per participant
2025
$241
Active participants
2025
5
Total plan assets
2025
$786,562
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260319170531NAL00044033290015$21,865
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.