2023 Form 5500 filing — Mcbride & Son 401(K) 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 20241010151746NAL0020411249001) for Mcbride & Son 401(K) Savings Plan, reported by Mcbride & Son Services Co. under EIN 46-4405164 and plan number 004. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151746NAL0020411249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcbride & Son Services Co.
- EIN
- 46-4405164
- Plan number
- 004
- Location
- Chesterfield, MO
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,450,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,450,074
- Employer contributions
- $388,334
- Participant contributions
- $811,731
- Total income / additions
- $6,078,180
- Benefits paid
- $2,249,016
- Administrative expenses
- $63,996
- Total expenses
- $2,313,012
- Net increase / (decrease)
- $3,765,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $32,368 | $0 |
| Newport Group, Inc. | RECORDKEEPER | $28,839 | $0 |
| Fiduciary Advisors, Inc. | ADVISOR | $25,000 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $24,029 | $0 |
| Fiduciary Advisors, Inc. | ADVISOR | $18,750 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $14,967 | $0 |
| Newport Trust Co. | TRUSTEE | $10,825 | $0 |
| Newport Trust Co. | TRUSTEE | $8,610 | $0 |