2023 Form 5500 filing — Mcgrath North Mullin & Kratz, Pc Llo Profit Sharing / 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 20241015141727NAL0016599027001) for Mcgrath North Mullin & Kratz, Pc Llo Profit Sharing / 401(K) Plan, reported by Mcgrath North Mullin & Kratz, Pc Llo under EIN 47-0551221 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$79.8MReported net assets$79,788,609
Participants131
Provider compensation$59.2K2 Schedule C row(s)$59,248
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141727NAL0016599027001
Plan sponsor
Mcgrath North Mullin & Kratz, Pc Llo
EIN
47-0551221
Plan number
001
Location
Omaha, NE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$79.8M total assets
Net assets$79.8MLiabilities$0
Money in vs. money out
Total income / additions$14.3M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$1.3M
Participant$1.2M
Full reported line items
Total assets (EOY)
$79,788,609
Total liabilities (EOY)
$0
Net assets (EOY)
$79,788,609
Employer contributions
$1,277,383
Participant contributions
$1,188,180
Total income / additions
$14,337,091
Benefits paid
$2,224,915
Administrative expenses
$59,248
Total expenses
$2,284,163
Net increase / (decrease)
$12,052,928
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $40K
  2. 2
    NONE · Direct $19.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141727NAL0016599027001 cover?
It is the 2023 Form 5500 filing for Mcgrath North Mullin & Kratz, Pc Llo Profit Sharing / 401(K) Plan, reported by Mcgrath North Mullin & Kratz, Pc Llo (EIN 47-0551221).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages