2023 Form 5500 filing — Mcglinchey Stafford, Pllc Retirement Savings 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 20241015115504NAL0014542195001) for Mcglinchey Stafford, Pllc Retirement Savings Plan, reported by Mcglinchey Stafford, Pllc under EIN 72-0788124 and plan number 018. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115504NAL0014542195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcglinchey Stafford, Pllc
- EIN
- 72-0788124
- Plan number
- 018
- Location
- New Orleans, LA
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,379,322
- Net assets (EOY)
- $133,379,322
- Employer contributions
- $910,269
- Participant contributions
- $3,159,205
- Total income / additions
- $28,843,149
- Benefits paid
- $16,793,894
- Administrative expenses
- $67,336
- Total expenses
- $16,861,230
- Net increase / (decrease)
- $11,981,919
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Delta Financial Advisors LLC | NONE | $24,504 | not reported in the loaded dataset |
| Fisher Investments | NONE | $20,068 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $11,517 | not reported in the loaded dataset |
| Financial Synergies Wealth Adv | NONE | $11,237 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $684 | $0 |