2023 Form 5500 filing — Mcaconnect, LLC 401(K) Retirement Savings 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 20240905132212NAL0021584337001) for Mcaconnect, LLC 401(K) Retirement Savings Plan, reported by Mcaconnect, LLC under EIN 33-1000228 and plan number 001. It reports 299 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)$25.2MReported net assets$25,199,945

Participants299

Provider compensation$75.3K2 Schedule C row(s)$75,290

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240905132212NAL0021584337001
Plan sponsor: Mcaconnect, LLC
EIN: 33-1000228
Plan number: 001
Location: Denver, CO
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)$25.2M total assets

Net assets$25.2MLiabilities—

Money in vs. money out

Total income / additions$8.3M

Total expenses$2.4M

Benefits paid / distributions$2.3M

Contributions

Employer$1.1M

Participant$3M

Full reported line items

Total assets (EOY): $25,199,945
Net assets (EOY): $25,199,945
Employer contributions: $1,105,163
Participant contributions: $2,961,341
Total income / additions: $8,268,838
Benefits paid: $2,259,226
Administrative expenses: $75,290
Total expenses: $2,367,067
Net increase / (decrease): $5,901,771

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$42.3K
RECORDKEEPER · Direct $42.3K · Indirect $0
2
Creative Planning LLC$33K
INVESTMENT ADVISORY-PLAN · Direct $33K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905132212NAL0021584337001 cover?: It is the 2023 Form 5500 filing for Mcaconnect, LLC 401(K) Retirement Savings Plan, reported by Mcaconnect, LLC (EIN 33-1000228).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).