2023 Form 5500 filing — Mcguires Management Group 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240202132717NAL0027809409001) for Mcguires Management Group 401(K) Plan, reported by Mcguires Management Group, LLC under EIN 59-1482532 and plan number 001. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,592,938
Participants348
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240202132717NAL0027809409001
Plan sponsor
Mcguires Management Group, LLC
EIN
59-1482532
Plan number
001
Location
Pensacola, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$431K
Total expenses$128.5K
Benefits paid / distributions$125K
Contributions
Employer$41.7K
Participant$208.3K
Full reported line items
Total assets (EOY)
$1,592,938
Total liabilities (EOY)
$0
Net assets (EOY)
$1,592,938
Employer contributions
$41,664
Participant contributions
$208,317
Total income / additions
$430,965
Benefits paid
$125,011
Administrative expenses
$3,466
Total expenses
$128,477
Net increase / (decrease)
$302,488

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240202132717NAL0027809409001 cover?
It is the 2023 Form 5500 filing for Mcguires Management Group 401(K) Plan, reported by Mcguires Management Group, LLC (EIN 59-1482532).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages