2023 Form 5500 filing — Mccoy Group, Inc. 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 20241009120448NAL0036909714001) for Mccoy Group, Inc. 401(K) Profit Sharing Plan, reported by Mccoy Group, Inc. under EIN 39-1428371 and plan number 001. It reports 4,655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120448NAL0036909714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccoy Group, Inc.
- EIN
- 39-1428371
- Plan number
- 001
- Location
- Dubuque, IA
- Participants
- 4,655
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $230,585,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $230,585,058
- Employer contributions
- $5,205,568
- Participant contributions
- $22,316,209
- Total income / additions
- $65,643,052
- Benefits paid
- $23,577,732
- Administrative expenses
- $450,044
- Total expenses
- $24,041,013
- Net increase / (decrease)
- $41,602,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $450,043 | $14,763 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $66,000 |
| Rsm Us Llp | ACCOUNTANT | $0 | $43,050 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $29,150 |