2023 Form 5500 filing — United Mcgill Corp Pay Deferral Plan & Trust
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 20240912123655NAL0018904530001) for United Mcgill Corp Pay Deferral Plan & Trust, reported by United Mcgill Corporation under EIN 31-4399894 and plan number 004. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912123655NAL0018904530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Mcgill Corporation
- EIN
- 31-4399894
- Plan number
- 004
- Location
- Groveport, OH
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,137,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,137,791
- Employer contributions
- $147,488
- Participant contributions
- $575,314
- Total income / additions
- $5,830,069
- Benefits paid
- $2,343,488
- Administrative expenses
- $79,528
- Total expenses
- $2,423,016
- Net increase / (decrease)
- $3,407,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Advisors | NONE | $47,490 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $19,518 | $217 |
| Hbk Cpas & Consultants | NONE | $12,520 | not reported in the loaded dataset |