2023 Form 5500 filing — Mcgohan Brabender 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 20241007110059NAL0015069361001) for Mcgohan Brabender 401(K) Profit Sharing Plan, reported by Mcgohan Brabender Agency Inc. under EIN 31-1191330 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007110059NAL0015069361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcgohan Brabender Agency Inc.
- EIN
- 31-1191330
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,427,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,427,618
- Employer contributions
- $1,542,483
- Participant contributions
- $2,194,674
- Total income / additions
- $11,900,026
- Benefits paid
- $2,873,362
- Administrative expenses
- $187,720
- Total expenses
- $3,061,082
- Net increase / (decrease)
- $8,838,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $84,360 | not reported in the loaded dataset |
| Eubel Brady &Suttman Asset Ma | NONE | $50,944 | not reported in the loaded dataset |
| Everhart Financial Group Inc | NONE | $50,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $11,029 |
| Charles Schwab & Co., Inc. | NONE | $146 | $0 |