2023 Form 5500 filing — Mccarthy - Bush Companies 401(K) 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 20241008140120NAL0030167728001) for Mccarthy - Bush Companies 401(K) Plan, reported by Mccarthy Bush Corporation under EIN 42-1414240 and plan number 001. It reports 316 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)$30.5MReported net assets$30,509,552
Participants316
Provider compensation$25.4K3 Schedule C row(s)$25,408
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008140120NAL0030167728001
Plan sponsor
Mccarthy Bush Corporation
EIN
42-1414240
Plan number
001
Location
Davenport, IA
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)$30.5M total assets
Net assets$30.5MLiabilities$0
Money in vs. money out
Total income / additions$6.3M
Total expenses$4.7M
Benefits paid / distributions$4.7M
Contributions
Employer$416.1K
Participant$1.2M
Full reported line items
Total assets (EOY)
$30,509,552
Total liabilities (EOY)
$0
Net assets (EOY)
$30,509,552
Employer contributions
$416,090
Participant contributions
$1,175,752
Total income / additions
$6,289,847
Benefits paid
$4,684,201
Administrative expenses
$25,407
Total expenses
$4,709,608
Net increase / (decrease)
$1,580,239
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $66.5K
  2. 2
    ACCOUNTANT/AUDITOR · Direct $6.3K
  3. 3
    RECORDKEEPER · Direct -$47.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008140120NAL0030167728001 cover?
It is the 2023 Form 5500 filing for Mccarthy - Bush Companies 401(K) Plan, reported by Mccarthy Bush Corporation (EIN 42-1414240).
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