2023 Form 5500 filing — Charles Mcrae Management Company Investco Investments Prototype 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 20241004131200NAL0012244161006) for Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan, reported by Charles Mcrae Management Company under EIN 11-3703503 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241004131200NAL0012244161006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles Mcrae Management Company
- EIN
- 11-3703503
- Plan number
- 001
- Location
- Darien, IL
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $663,007
- Net assets (EOY)
- $663,007
- Employer contributions
- $3,400
- Total income / additions
- $57,088
- Benefits paid
- $11,873
- Total expenses
- $11,873
- Net increase / (decrease)
- $45,215
- Schedule source
- Schedule I