2023 Form 5500 filing — Mcdougall And Sons, Inc. 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 20241015141638NAL0016597043001) for Mcdougall And Sons, Inc. Retirement Plan, reported by Mcdougall And Sons, Inc. under EIN 91-0978839 and plan number 001. It reports 1,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$26.7MReported net assets$26,655,430
Participants1.2K1,189
Provider compensation$90K3 Schedule C row(s)$90,005
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015141638NAL0016597043001
- Plan sponsor
- Mcdougall And Sons, Inc.
- EIN
- 91-0978839
- Plan number
- 001
- Location
- Wenatchee, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.7M total assets
Net assets$26.7MLiabilities$86.7K
Full reported line items
- Total assets (EOY)
- $26,742,122
- Total liabilities (EOY)
- $86,692
- Net assets (EOY)
- $26,655,430
- Employer contributions
- $938,994
- Participant contributions
- $1,452,747
- Total income / additions
- $5,549,448
- Benefits paid
- $2,347,465
- Administrative expenses
- $83,455
- Total expenses
- $2,430,920
- Net increase / (decrease)
- $3,118,528
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $47,905 | $0 |
| Pension Plan Specialists, Pc | TPA | $36,400 | $0 |
| Goetz Bailey & Yale Ps | AUDIT | $5,700 | not reported in the loaded dataset |