2023 Form 5500 filing — Mcclure Engineering Co. 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 20240903140434NAL0010589875001) for Mcclure Engineering Co. Retirement Plan, reported by Mcclure Engineering Co. under EIN 42-0982931 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$25.4MReported net assets$25,367,697
Participants301
Provider compensation$125.6K2 Schedule C row(s)$125,573
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240903140434NAL0010589875001
- Plan sponsor
- Mcclure Engineering Co.
- EIN
- 42-0982931
- Plan number
- 001
- Location
- Clive, IA
- Received date
- not reported in the loaded dataset
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)$25.4M total assets
Net assets$25.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,367,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,367,697
- Employer contributions
- $681,656
- Participant contributions
- $2,104,893
- Total income / additions
- $7,136,206
- Benefits paid
- $1,305,130
- Administrative expenses
- $84,848
- Total expenses
- $1,389,978
- Net increase / (decrease)
- $5,746,228
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,875 | $0 |
| Wealth Advisors Of Iowa, LLC | INVESTMENT ADVISORY | $0 | $40,698 |