2023 Form 5500 filing — The Healy Mcdonald'S Savings And Retirement Program

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 20241001145732NAL0011960272001) for The Healy Mcdonald'S Savings And Retirement Program, reported by Mcfutures, Inc. under EIN 61-0966310 and plan number 002. It reports 258 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)$758.7KReported net assets$758,691
Participants258
Provider compensation$17.1K2 Schedule C row(s)$17,126
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001145732NAL0011960272001
Plan sponsor
Mcfutures, Inc.
EIN
61-0966310
Plan number
002
Location
Winchester, 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)$758.7K total assets
Net assets$758.7KLiabilities$0
Money in vs. money out
Total income / additions$736.9K
Total expenses$3.6M
Benefits paid / distributions$3.6M
Contributions
Employer$22.2K
Participant$144.1K
Full reported line items
Total assets (EOY)
$758,691
Total liabilities (EOY)
$0
Net assets (EOY)
$758,691
Employer contributions
$22,212
Participant contributions
$144,120
Total income / additions
$736,919
Benefits paid
$3,573,072
Administrative expenses
$37,352
Total expenses
$3,610,424
Net increase / (decrease)
-$2,873,505
Schedule C

Reported service provider compensation

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

  1. 1
    RIA · Direct $14.1K
  2. 2
    RECORDKEEPER · Direct $3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001145732NAL0011960272001 cover?
It is the 2023 Form 5500 filing for The Healy Mcdonald'S Savings And Retirement Program, reported by Mcfutures, Inc. (EIN 61-0966310).
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