2023 Form 5500 filing — Maclellan Integrated Services 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 20240912100415NAL0018630354001) for Maclellan Integrated Services Retirement Plan, reported by Maclellan Integrated Services under EIN 38-2510037 and plan number 001. It reports 1,710 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)$20.3MReported net assets$20,310,376
Participants1.7K1,710
Provider compensation$64.1K2 Schedule C row(s)$64,096
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240912100415NAL0018630354001
Plan sponsor
Maclellan Integrated Services
EIN
38-2510037
Plan number
001
Location
Lexington, KY
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)$20.3M total assets
Net assets$20.3MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$1.5M
Participant$2.2M
Full reported line items
Total assets (EOY)
$20,310,376
Total liabilities (EOY)
$0
Net assets (EOY)
$20,310,376
Employer contributions
$1,546,716
Participant contributions
$2,207,088
Total income / additions
$7,223,251
Benefits paid
$1,864,916
Administrative expenses
$64,096
Total expenses
$1,929,619
Net increase / (decrease)
$5,293,632
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $58.9K · Indirect $0
  2. 2
    ADVISOR · Direct $5.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912100415NAL0018630354001 cover?
It is the 2023 Form 5500 filing for Maclellan Integrated Services Retirement Plan, reported by Maclellan Integrated Services (EIN 38-2510037).
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).

Related Form 5500 pages