2023 Form 5500 filing — Mcgill, Power, Bell & Associates, Llp 401(K) And 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 20241008102120NAL0033353458001) for Mcgill, Power, Bell & Associates, Llp 401(K) And Profit Sharing Plan, reported by Mcgill, Power, Bell & Associates, Llp under EIN 25-1031405 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102120NAL0033353458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcgill, Power, Bell & Associates, Llp
- EIN
- 25-1031405
- Plan number
- 001
- Location
- Meadville, PA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,388,712
- Total liabilities (EOY)
- $70
- Net assets (EOY)
- $10,388,642
- Employer contributions
- $348,875
- Participant contributions
- $699,575
- Total income / additions
- $2,205,923
- Benefits paid
- $1,275,093
- Administrative expenses
- $86,459
- Total expenses
- $1,361,552
- Net increase / (decrease)
- $844,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wedgewood Investors Inc. | NONE | $62,737 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $18,499 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $5,223 | $0 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 |
| Thompson Investment Inc | NONE | $0 | $0 |
| Guggenheim Partners Investment Mgmt | NONE | $0 | $0 |
| Doubleline Capital Lp | NONE | $0 | $0 |
| Loomis, Sayles & Company Lp | NONE | $0 | $0 |
| Columbia Mangmt Investment Advisors | NONE | $0 | $0 |
| Glenmede Investment , Lp | NONE | $0 | $0 |
| Parnassus Investments | NONE | $0 | $0 |
| Carillon Tower Advisors, Inc. | NONE | $0 | $0 |
| Kornitzer Capital Inc | NONE | $0 | $0 |
| Boston Trust Investment , Inc. | NONE | $0 | $0 |
| American Beacon Advisors Inc | NONE | $0 | $0 |
| Mirova Us LLC | NONE | $0 | $0 |
| Cohen & Steers Capital Inc | NONE | $0 | $0 |