2023 Form 5500 filing — Mcafee & Taft 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 20241009123818NAL0009198659001) for Mcafee & Taft Retirement Plan, reported by Mcafee & Taft A Professional Corporation under EIN 73-0781676 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123818NAL0009198659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcafee & Taft A Professional Corporation
- EIN
- 73-0781676
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,218,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,218,894
- Employer contributions
- $4,694,630
- Participant contributions
- $3,105,354
- Total income / additions
- $36,235,430
- Benefits paid
- $7,068,908
- Administrative expenses
- $44,495
- Total expenses
- $7,143,332
- Net increase / (decrease)
- $29,092,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,123 | $0 |
| Mariner Wealth Advisors | INVESTMENT ADVISOR | $13,905 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,273 | not reported in the loaded dataset |