2023 Form 5500 filing — Macdonald Devin P.C. 401(K) Profit Sharing 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 20241011152722NAL0044304578001) for Macdonald Devin P.C. 401(K) Profit Sharing Plan, reported by Macdonald Devin P.C. under EIN 75-2207360 and plan number 001. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$10,019,594
Participants58
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011152722NAL0044304578001
Plan sponsor
Macdonald Devin P.C.
EIN
75-2207360
Plan number
001
Location
Dallas, TX
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$809.2K
Benefits paid / distributions$785K
Contributions
Employer$180.6K
Participant$445.3K
Full reported line items
Total assets (EOY)
$10,019,594
Total liabilities (EOY)
$0
Net assets (EOY)
$10,019,594
Employer contributions
$180,619
Participant contributions
$445,341
Total income / additions
$2,049,212
Benefits paid
$785,034
Administrative expenses
$24,211
Total expenses
$809,245
Net increase / (decrease)
$1,239,967

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011152722NAL0044304578001 cover?
It is the 2023 Form 5500 filing for Macdonald Devin P.C. 401(K) Profit Sharing Plan, reported by Macdonald Devin P.C. (EIN 75-2207360).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages