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 20240828161823NAL0019920688001) for Mcguires Management Group 401(K) Plan, reported by Mcguires Management Group, LLC under EIN 46-0691763 and plan number 001. It reports 617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.8MReported net assets$6,774,947
Participants617
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240828161823NAL0019920688001
Plan sponsor
Mcguires Management Group, LLC
EIN
46-0691763
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)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$300.6K
Benefits paid / distributions$299.4K
Contributions
Employer$274.1K
Participant$532.9K
Full reported line items
Total assets (EOY)
$6,774,947
Total liabilities (EOY)
$0
Net assets (EOY)
$6,774,947
Employer contributions
$274,137
Participant contributions
$532,864
Total income / additions
$1,660,211
Benefits paid
$299,405
Administrative expenses
$1,235
Total expenses
$300,640
Net increase / (decrease)
$1,359,571

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828161823NAL0019920688001 cover?
It is the 2023 Form 5500 filing for Mcguires Management Group 401(K) Plan, reported by Mcguires Management Group, LLC (EIN 46-0691763).
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