2023 Form 5500 filing — Maginnis & Carey Profit Sharing & 401(K) 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 20241011154558NAL0039356768001) for Maginnis & Carey Profit Sharing & 401(K) Plan, reported by Maginnis & Carey Llp under EIN 93-0567723 and plan number 001. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.1MReported net assets$7,072,657
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011154558NAL0039356768001
Plan sponsor
Maginnis & Carey Llp
EIN
93-0567723
Plan number
001
Location
Lake Oswego, OR
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)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$30.7K
Benefits paid / distributions$23.4K
Contributions
Employer$117.4K
Participant$252.4K
Full reported line items
Total assets (EOY)
$7,072,657
Total liabilities (EOY)
$0
Net assets (EOY)
$7,072,657
Employer contributions
$117,417
Participant contributions
$252,359
Total income / additions
$1,163,442
Benefits paid
$23,356
Administrative expenses
$7,319
Total expenses
$30,675
Net increase / (decrease)
$1,132,767

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011154558NAL0039356768001 cover?
It is the 2023 Form 5500 filing for Maginnis & Carey Profit Sharing & 401(K) Plan, reported by Maginnis & Carey Llp (EIN 93-0567723).
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