2023 Form 5500 filing — Mccormick Barstow 401(K) Retirement 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 20241014113808NAL0045818480001) for Mccormick Barstow 401(K) Retirement Plan, reported by Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp under EIN 94-1262506 and plan number 005. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113808NAL0045818480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp
- EIN
- 94-1262506
- Plan number
- 005
- Location
- Fresno, CA
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,604,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,604,818
- Employer contributions
- $2,468,656
- Participant contributions
- $1,311,313
- Total income / additions
- $18,945,526
- Benefits paid
- $3,218,337
- Administrative expenses
- $262,777
- Total expenses
- $3,481,114
- Net increase / (decrease)
- $15,464,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carlson Quinn & Associates, Inc. | TPA | $63,699 | $37,654 |
| Charles Schwab | INVESTMENT ADVISOR | $100,508 | not reported in the loaded dataset |
| Wells Fargo | INVESTMENT ADVISOR | $25,239 | not reported in the loaded dataset |
| Wells Fargo | INVESTMENT ADVISOR | $23,207 | not reported in the loaded dataset |
| Wells Fargo | INVESTMENT ADVISOR | $19,760 | not reported in the loaded dataset |