Carter Mckenzie Select LLC

Form 5500

CARTER MCKENZIE SELECT, LLC

300 Littleton Rd. Ste. 302, Parsippany, Nj 07054 (973) 244-6060 EIN:20-5769565 Plan Admin:Rick Kilcoyne

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN Plan #005 Participants BOY/EOY24 / 26 Assets BOY/EOY$3,251,892 / $3,029,571	2022	CARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN - Plan #005	24 / 26	$3,251,892 / $3,029,571
2022	Plan NameCARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN Plan #002 Participants BOY/EOY31 / 29 Assets BOY/EOY$2,838,382 / $2,384,054	2022	CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN - Plan #002	31 / 29	$2,838,382 / $2,384,054
2022	Plan NameCARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN Plan #003 Participants BOY/EOY89 / 96 Assets BOY/EOY$2,143,077 / $1,251,583	2022	CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN - Plan #003	89 / 96	$2,143,077 / $1,251,583
2022	Plan NameCARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN Plan #004 Participants BOY/EOY17 / 28 Assets BOY/EOY$148,871 / $191,624	2022	CARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN - Plan #004	17 / 28	$148,871 / $191,624
2021	Plan NameCARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN Plan #005 Participants BOY/EOY20 / 24 Assets BOY/EOY$2,844,961 / $3,251,892	2021	CARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN - Plan #005	20 / 24	$2,844,961 / $3,251,892
2021	Plan NameCARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN Plan #002 Participants BOY/EOY35 / 31 Assets BOY/EOY$2,230,010 / $2,838,382	2021	CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN - Plan #002	35 / 31	$2,230,010 / $2,838,382
2021	Plan NameCARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN Plan #003 Participants BOY/EOY76 / 89 Assets BOY/EOY$2,174,306 / $2,143,077	2021	CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN - Plan #003	76 / 89	$2,174,306 / $2,143,077
2021	Plan NameCARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN Plan #004 Participants BOY/EOY20 / 17 Assets BOY/EOY$126,495 / $148,871	2021	CARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN - Plan #004	20 / 17	$126,495 / $148,871
2020	Plan NameCARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN Plan #005 Participants BOY/EOY23 / 20 Assets BOY/EOY$2,376,086 / $2,844,961	2020	CARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN - Plan #005	23 / 20	$2,376,086 / $2,844,961
2020	Plan NameCARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN Plan #002 Participants BOY/EOY36 / 35 Assets BOY/EOY$1,733,374 / $2,230,010	2020	CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN - Plan #002	36 / 35	$1,733,374 / $2,230,010
2020	Plan NameCARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN Plan #003 Participants BOY/EOY66 / 76 Assets BOY/EOY$1,791,112 / $2,174,306	2020	CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN - Plan #003	66 / 76	$1,791,112 / $2,174,306
2020	Plan NameCARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN Plan #004 Participants BOY/EOY23 / 20 Assets BOY/EOY$128,234 / $126,495	2020	CARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN - Plan #004	23 / 20	$128,234 / $126,495
2019	Plan NameCARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN Plan #005 Participants BOY/EOY22 / 23 Assets BOY/EOY$1,812,939 / $2,376,086	2019	CARTER MCKENZIE SELECT, LLC CASH BALANCE PLAN - Plan #005	22 / 23	$1,812,939 / $2,376,086
2019	Plan NameCARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN Plan #003 Participants BOY/EOY69 / 66 Assets BOY/EOY$1,153,972 / $1,791,112	2019	CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN - Plan #003	69 / 66	$1,153,972 / $1,791,112
2019	Plan NameCARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN Plan #002 Participants BOY/EOY30 / 36 Assets BOY/EOY$1,310,599 / $1,733,374	2019	CARTER MCKENZIE SELECT, LLC 401(K)/PROFIT SHARING PLAN - Plan #002	30 / 36	$1,310,599 / $1,733,374
2019	Plan NameCARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN Plan #004 Participants BOY/EOY23 / 23 Assets BOY/EOY$95,906 / $128,234	2019	CARTER MCKENZIE SELECT, LLC EMPLOYEES PROFIT SHARING PLAN - Plan #004	23 / 23	$95,906 / $128,234