2023 Form 5500 filing — Interstate-Mcbee 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 20241004144937NAL0011543441001) for Interstate-Mcbee Retirement Plan, reported by Interstate-Mcbee, LLC under EIN 34-1922271 and plan number 001. It reports 367 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)$23.4MReported net assets$23,430,861
Participants367
Provider compensation$101.6K2 Schedule C row(s)$101,601
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004144937NAL0011543441001
Plan sponsor
Interstate-Mcbee, LLC
EIN
34-1922271
Plan number
001
Location
Cleveland, OH
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)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$552.5K
Participant$1.5M
Full reported line items
Total assets (EOY)
$23,430,861
Total liabilities (EOY)
$0
Net assets (EOY)
$23,430,861
Employer contributions
$552,474
Participant contributions
$1,483,362
Total income / additions
$5,124,333
Benefits paid
$1,500,417
Administrative expenses
$101,601
Total expenses
$1,602,018
Net increase / (decrease)
$3,522,315
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISORY · Direct $68.3K
  2. 2
    SERVICE PROVIDER · Direct $33.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004144937NAL0011543441001 cover?
It is the 2023 Form 5500 filing for Interstate-Mcbee Retirement Plan, reported by Interstate-Mcbee, LLC (EIN 34-1922271).
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