2023 Form 5500 filing — L . D. Mccauley/Mcgard 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 20241007104034NAL0015941057001) for L . D. Mccauley/Mcgard Retirement Plan, reported by Mcgard LLC under EIN 20-2374195 and plan number 001. It reports 803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007104034NAL0015941057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcgard LLC
- EIN
- 20-2374195
- Plan number
- 001
- Location
- Orchard Park, NY
- Participants
- 803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,321,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,321,365
- Employer contributions
- $1,044,328
- Participant contributions
- $2,302,109
- Total income / additions
- $11,328,479
- Benefits paid
- $6,099,388
- Administrative expenses
- $67,642
- Total expenses
- $6,198,930
- Net increase / (decrease)
- $5,129,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $67,592 | $0 |