2023 Form 5500 filing — Mcguff Company Inc 401(K) Profit Sharing 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 20240903133025NAL0009213715001) for Mcguff Company Inc 401(K) Profit Sharing Plan, reported by Mcguff Company Inc 401(K) Profit Sharing Plan under EIN 95-3797134 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903133025NAL0009213715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcguff Company Inc 401(K) Profit Sharing Plan
- EIN
- 95-3797134
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,751,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,751,354
- Employer contributions
- $137,877
- Participant contributions
- $504,057
- Total income / additions
- $2,300,225
- Benefits paid
- $2,320,912
- Administrative expenses
- $28,040
- Total expenses
- $2,358,462
- Net increase / (decrease)
- -$58,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wright Ford Young & Co | AUDITOR | $12,500 | $0 |
| Lincoln National Corporation | RECORDKEEPER | $11,346 | $0 |
| Benefit Equity, Inc | TPA | $8,356 | $0 |
| Woodbury Financial | FINACIAL ADVISOR | $5,817 | $0 |