2023 Form 5500 filing — The John R. Mcadams Company, Inc. Salary 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 20241011132518NAL0021934977001) for The John R. Mcadams Company, Inc. Salary Savings Plan, reported by The John R. Mcadams Company, Inc. under EIN 56-1234550 and plan number 001. It reports 531 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)$36.3MReported net assets$36,255,566

Participants531

Provider compensation$67.2K2 Schedule C row(s)$67,212

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011132518NAL0021934977001
Plan sponsor: The John R. Mcadams Company, Inc.
EIN: 56-1234550
Plan number: 001
Location: Raleigh, NC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$36.3M total assets

Net assets$36.3MLiabilities$0

Money in vs. money out

Total income / additions$10.4M

Total expenses$1.8M

Benefits paid / distributions$1.7M

Contributions

Employer$1.4M

Participant$3M

Full reported line items

Total assets (EOY): $36,255,566
Total liabilities (EOY): $0
Net assets (EOY): $36,255,566
Employer contributions: $1,393,337
Participant contributions: $2,951,604
Total income / additions: $10,360,816
Benefits paid: $1,706,018
Administrative expenses: $67,212
Total expenses: $1,773,116
Net increase / (decrease): $8,587,700

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$60.3K
RECORDKEEPER · Direct $60.3K · Indirect $0
2
Empower Advisory Group, LLC$6.9K
INVESTMENT MGMT · Direct $6.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011132518NAL0021934977001 cover?: It is the 2023 Form 5500 filing for The John R. Mcadams Company, Inc. Salary Savings Plan, reported by The John R. Mcadams Company, Inc. (EIN 56-1234550).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).