2023 Form 5500 filing — Wright & Mcgill Company 401(K) Profit Sharing 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 20241001182712NAL0007623473001) for Wright & Mcgill Company 401(K) Profit Sharing Plan, reported by Wright & Mcgill Company under EIN 84-0357930 and plan number 001. It reports 287 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)$21MReported net assets$21,040,630
Participants287
Provider compensation$93.3K2 Schedule C row(s)$93,279
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001182712NAL0007623473001
Plan sponsor
Wright & Mcgill Company
EIN
84-0357930
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)$21M total assets
Net assets$21MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$372.2K
Participant$1.3M
Full reported line items
Total assets (EOY)
$21,040,630
Total liabilities (EOY)
$0
Net assets (EOY)
$21,040,630
Employer contributions
$372,179
Participant contributions
$1,305,425
Total income / additions
$5,236,617
Benefits paid
$2,414,608
Administrative expenses
$93,279
Total expenses
$2,507,887
Net increase / (decrease)
$2,728,730
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $63.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $29.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001182712NAL0007623473001 cover?
It is the 2023 Form 5500 filing for Wright & Mcgill Company 401(K) Profit Sharing Plan, reported by Wright & Mcgill Company (EIN 84-0357930).
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