2023 Form 5500 filing — A. Y. Mcdonald Industries, Inc. 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 20241014154937NAL0013572019001) for A. Y. Mcdonald Industries, Inc. 401(K) Plan, reported by A. Y. Mcdonald Industries, Inc. under EIN 42-0404280 and plan number 005. It reports 1,616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154937NAL0013572019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A. Y. Mcdonald Industries, Inc.
- EIN
- 42-0404280
- Plan number
- 005
- Location
- Dubuque, IA
- Participants
- 1,616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,565,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,565,992
- Employer contributions
- $3,431,363
- Participant contributions
- $6,603,290
- Total income / additions
- $25,771,649
- Benefits paid
- $10,886,887
- Administrative expenses
- $185,574
- Total expenses
- $11,071,551
- Net increase / (decrease)
- $14,700,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $135,030 | $0 |
| Fiducient Advisors LLC | NONE | $33,600 | not reported in the loaded dataset |
| Honkamp Krueger & Co Pc | NONE | $14,832 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset |