2023 Form 5500 filing — Irelan Mcdaniel, P.L.L.C. Retirement 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 20240515091858NAL0082947282001) for Irelan Mcdaniel, P.L.L.C. Retirement Plan, reported by Irelan Mcdaniel, P.L.L.C. under EIN 76-0659843 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,941,362
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240515091858NAL0082947282001
Plan sponsor
Irelan Mcdaniel, P.L.L.C.
EIN
76-0659843
Plan number
001
Location
Houston, TX
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$965.5K
Total expenses$79.8K
Benefits paid / distributions$79.5K
Contributions
Employer$62.5K
Participant$105.8K
Full reported line items
Total assets (EOY)
$3,941,362
Total liabilities (EOY)
$0
Net assets (EOY)
$3,941,362
Employer contributions
$62,530
Participant contributions
$105,770
Total income / additions
$965,540
Benefits paid
$79,480
Administrative expenses
$365
Total expenses
$79,845
Net increase / (decrease)
$885,695

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240515091858NAL0082947282001 cover?
It is the 2023 Form 5500 filing for Irelan Mcdaniel, P.L.L.C. Retirement Plan, reported by Irelan Mcdaniel, P.L.L.C. (EIN 76-0659843).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages