2023 Form 5500 filing — Mccalla Raymer Leibert Pierce, LLC 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 20241015130223NAL0048025808001) for Mccalla Raymer Leibert Pierce, LLC 401(K) Plan, reported by Mccalla Raymer Leibert Pierce, LLC under EIN 58-2145201 and plan number 001. It reports 856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130223NAL0048025808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccalla Raymer Leibert Pierce, LLC
- EIN
- 58-2145201
- Plan number
- 001
- Location
- Roswell, GA
- Participants
- 856
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,661,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,661,760
- Employer contributions
- $1,017,965
- Participant contributions
- $1,807,462
- Total income / additions
- $8,519,184
- Benefits paid
- $1,854,265
- Administrative expenses
- $5,212
- Total expenses
- $1,859,477
- Net increase / (decrease)
- $6,659,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advised Asset Group | INVESTMENT MGMT | $0 | not reported in the loaded dataset |
| Great-West Life & Annuity Ins. Co | RECORDKEEPER | $0 | not reported in the loaded dataset |