2023 Form 5500 filing — The Mcalear Group, Inc. 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 20240930085358NAL0002516371001) for The Mcalear Group, Inc. Retirement Plan, reported by The Mcalear Group, Inc. Dba Service Spring Corp. under EIN 34-0898426 and plan number 001. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930085358NAL0002516371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mcalear Group, Inc. Dba Service Spring Corp.
- EIN
- 34-0898426
- Plan number
- 001
- Location
- Maumee, OH
- Participants
- 435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,256,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,256,370
- Employer contributions
- $594,790
- Participant contributions
- $1,145,324
- Total income / additions
- $3,455,567
- Benefits paid
- $1,182,668
- Administrative expenses
- $57,921
- Total expenses
- $1,242,631
- Net increase / (decrease)
- $2,212,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,375 | $0 |
| Kmg Fiduciary Partners LLC | ADVISOR | $22,844 | not reported in the loaded dataset |