Plan5500

D & A Mcrae Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, D & A Mcrae Inc (EIN 26-3454962) is a plan sponsor located in Sigurd, UT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-3454962
Location
Sigurd, UT
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3MSummed across loaded plans$3,280,054
Total reported assets$3.3M$3,280,054
Total reported participants356
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets
Net assets$3.3MLiabilities$0
Contributions & income
Employer contributions$251.5K
Participant contributions$383.5K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$446.6K
Total expenses$485.5K
Net increase / (decrease)$610K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%D & A Mcrae, Inc. 401(K) Plan
Participants per plan178Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    D & A Mcrae, Inc. 401(K) Plan$3.3M
    Plan #001 · 152 participants · 2023
  2. 2
    D & A Mcrae Inc Health And Welfare Wrap Plannot reported in the loaded dataset
    Plan #505 · 204 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for D & A Mcrae Inc
YearPlanParticipantsSchedulesFiling
2023D & A Mcrae, Inc. 401(K) Plan152H, C20240930143956NAL0005663105001
2023D & A Mcrae Inc Health And Welfare Wrap Plan204C20250226185833NAL0002364080001

Related Form 5500 pages