2023 Form 5500 filing — Mccarthy Tire Service Company 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 20241015082827NAL0014248339001) for Mccarthy Tire Service Company 401(K) Profit Sharing Plan, reported by Mccarthy Tire Service Company under EIN 24-0780800 and plan number 002. It reports 1,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082827NAL0014248339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccarthy Tire Service Company
- EIN
- 24-0780800
- Plan number
- 002
- Location
- Wilkes Barre, PA
- Participants
- 1,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,337,123
- Total liabilities (EOY)
- $49,434
- Net assets (EOY)
- $34,287,689
- Employer contributions
- $1,129,068
- Participant contributions
- $2,905,957
- Total income / additions
- $9,981,679
- Benefits paid
- $2,259,723
- Administrative expenses
- $203,107
- Total expenses
- $2,463,426
- Net increase / (decrease)
- $7,518,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc. | RECORDKEEPER | $142,360 | $0 |
| Jacobi Capital Management, LLC | ADVISOR | $60,747 | $0 |