2023 Form 5500 filing — Mcginnis Lochridge Llp Savings Plus 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 20241011133858NAL0043846946002) for Mcginnis Lochridge Llp Savings Plus Plan, reported by Mcginnis Lochridge Llp under EIN 74-1196349 and plan number 002. It reports 188 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)$57.9MReported net assets$57,917,904
Participants188
Provider compensation$133.6K6 Schedule C row(s)$133,591
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011133858NAL0043846946002
- Plan sponsor
- Mcginnis Lochridge Llp
- EIN
- 74-1196349
- Plan number
- 002
- Location
- Austin, TX
- 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)$57.9M total assets
Net assets$57.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $57,917,904
- Net assets (EOY)
- $57,917,904
- Employer contributions
- $1,951,666
- Participant contributions
- $1,518,966
- Total income / additions
- $10,738,189
- Benefits paid
- $2,404,632
- Administrative expenses
- $133,462
- Total expenses
- $2,538,799
- Net increase / (decrease)
- $8,199,390
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $63,864 | not reported in the loaded dataset |
| Terry Mcdaniel & Company | NONE | $24,988 | not reported in the loaded dataset |
| Crowe Llp | NONE | $18,900 | not reported in the loaded dataset |
| B&T Capital Management Inc | NONE | $17,689 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $8,021 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $129 | $0 |