2023 Form 5500 filing — Mcclam And Associates, Inc. Employee Benefits 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 20241009125443NAL0037809506001) for Mcclam And Associates, Inc. Employee Benefits Plan, reported by Mcclam And Associates, Inc. under EIN 57-0672748 and plan number 501. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009125443NAL0037809506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcclam And Associates, Inc.
- EIN
- 57-0672748
- Plan number
- 501
- Location
- Little Mountain, SC
- Participants
- 72
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,628
- Total liabilities (EOY)
- $177,488
- Net assets (EOY)
- -$110,860
- Employer contributions
- $409,613
- Participant contributions
- $235,209
- Total income / additions
- $645,801
- Benefits paid
- $385,774
- Administrative expenses
- $36,206
- Total expenses
- $673,451
- Net increase / (decrease)
- -$27,650
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Planned Administrators, Inc | ADMIN | $36,206 | not reported in the loaded dataset |
| Propel (Alera Sc) | BROKER | $26,190 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $16,267 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,384 | not reported in the loaded dataset |