2023 Form 5500 filing — The Mcgregor Retirement Savings 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 20241010075119NAL0011278611001) for The Mcgregor Retirement Savings Plan, reported by The Mcgregor Foundation under EIN 34-0714356 and plan number 003. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010075119NAL0011278611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mcgregor Foundation
- EIN
- 34-0714356
- Plan number
- 003
- Location
- Cleveland, OH
- Participants
- 509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,218,733
- Total liabilities (EOY)
- $7,492
- Net assets (EOY)
- $6,211,241
- Employer contributions
- $224,993
- Participant contributions
- $708,522
- Total income / additions
- $2,024,664
- Benefits paid
- $1,256,765
- Administrative expenses
- $55,118
- Total expenses
- $1,311,883
- Net increase / (decrease)
- $712,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer & Co. | INVESTMENT ADVISOR | $29,324 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $17,918 | not reported in the loaded dataset |
| Creative Retirment Systems, Inc | TPA | $10,700 | not reported in the loaded dataset |
| Hw & Co | TPA | $5,000 | $0 |
| The Mcgregor Home | NO RELATIONSHIP | $0 | not reported in the loaded dataset |