2023 Form 5500 filing — Mcgrath Rentcorp Employee Stock Ownership And 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 20240612111502NAL0029180753001) for Mcgrath Rentcorp Employee Stock Ownership And 401(K) Plan, reported by Mcgrath Rentcorp under EIN 94-2579843 and plan number 001. It reports 1,419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240612111502NAL0029180753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcgrath Rentcorp
- EIN
- 94-2579843
- Plan number
- 001
- Location
- Livermore, CA
- Participants
- 1,419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,760,867
- Total liabilities (EOY)
- $28,483
- Net assets (EOY)
- $123,732,384
- Employer contributions
- $3,054,102
- Participant contributions
- $6,616,596
- Total income / additions
- $31,199,650
- Benefits paid
- $10,179,767
- Administrative expenses
- $112,692
- Total expenses
- $10,287,942
- Net increase / (decrease)
- $20,911,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $113,685 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $121 | $0 |