2023 Form 5500 filing — Mcclure & Sons, Inc. 401(K)
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 20241004155758NAL0006829587001) for Mcclure & Sons, Inc. 401(K), reported by Mcclure & Sons, Inc. under EIN 91-1411013 and plan number 003. It reports 122 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)$10MReported net assets$9,957,527
Participants122
Provider compensation$69.6K4 Schedule C row(s)$69,649
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004155758NAL0006829587001
- Plan sponsor
- Mcclure & Sons, Inc.
- EIN
- 91-1411013
- Plan number
- 003
- Location
- Mill Creek, WA
- Received date
- not reported in the loaded dataset
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)$10M total assets
Net assets$10MLiabilities$14
Full reported line items
- Total assets (EOY)
- $9,957,541
- Total liabilities (EOY)
- $14
- Net assets (EOY)
- $9,957,527
- Employer contributions
- $562,441
- Participant contributions
- $84,372
- Total income / additions
- $2,074,704
- Benefits paid
- $1,827,081
- Administrative expenses
- $72,566
- Total expenses
- $1,899,647
- Net increase / (decrease)
- $175,057
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mgroup Investment Advisor LLC | INVESTMENT ADVISOR | $29,152 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $20,179 | not reported in the loaded dataset |
| Davis Bacon Pension Plans Inc | CONTRACT ADMIN | $19,781 | not reported in the loaded dataset |
| Empower Annuity Insurance | RECORDKEEPER | $537 | not reported in the loaded dataset |