2023 Form 5500 filing — Mccrum Family Holdings, LLC 401(K) 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 20241010151802NAL0021325137001) for Mccrum Family Holdings, LLC 401(K) Retirement Savings Plan, reported by Mccrum Family Holdings, LLC under EIN 46-1520030 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,873,181
Participants244
Provider compensation$4141 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010151802NAL0021325137001
Plan sponsor
Mccrum Family Holdings, LLC
EIN
46-1520030
Plan number
001
Location
Belfast, ME
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$876.8K
Total expenses$211.3K
Benefits paid / distributions$196.4K
Contributions
Employer$239.6K
Participant$337.5K
Full reported line items
Total assets (EOY)
$1,873,181
Net assets (EOY)
$1,873,181
Employer contributions
$239,552
Participant contributions
$337,451
Total income / additions
$876,800
Benefits paid
$196,445
Administrative expenses
$14,884
Total expenses
$211,329
Net increase / (decrease)
$665,471

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Life Insurance Co UsaRECORDKEEPER$414$0

Related Form 5500 pages