Mccreary, Veselka, Bragg & Allen P.C. — 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, Mccreary, Veselka, Bragg & Allen P.C. (EIN 74-2305409) is a plan sponsor located in Round Rock, TX with 2 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
74-2305409
Location
Round Rock, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,327,674
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,327,674

Contributions & income

Employer contributions
$220,561
Participant contributions
$914,821
Total income / additions
$4,255,905

Expenses & distributions

Benefits paid / distributions
$738,370
Total expenses
$745,401
Net increase / (decrease)
$3,510,504

Coverage

Total reported participants
356
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Mccreary, Veselka, Bragg & Allen P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mccreary,Veselka,Bragg & Allen, P.C. 401(K) Profit Sharing Plan & Trust001214$23,327,6742023
Mccreary, Veselka, Bragg & Allen Employee Benefits Plan503142not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mccreary, Veselka, Bragg & Allen P.C.
YearPlanParticipantsSchedulesFiling
2023Mccreary, Veselka, Bragg & Allen Employee Benefits Plan14220240517093612NAL0023348035001
2023Mccreary,Veselka,Bragg & Allen, P.C. 401(K) Profit Sharing Plan & Trust214H, C20241204140623NAL0002353955001

Related Form 5500 pages