2023 Form 5500 filing — John W. Mcdougall Co. , Inc. Profit Sharing And
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 20241017164051NAL0018611731001) for John W. Mcdougall Co. , Inc. Profit Sharing And, reported by John W. Mcdougall Co. , Inc. under EIN 62-0435228 and plan number 001. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017164051NAL0018611731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John W. Mcdougall Co. , Inc.
- EIN
- 62-0435228
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,369,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,369,048
- Employer contributions
- $557,410
- Participant contributions
- $748,385
- Total income / additions
- $2,902,069
- Benefits paid
- $1,002,392
- Administrative expenses
- $65,093
- Total expenses
- $1,067,485
- Net increase / (decrease)
- $1,834,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | RECORDKEEPER | $45,148 | $0 |
| Prudent Street Financial Advisors | SERVICE PROVIDER | $0 | $25,866 |
| Cooper Travis & Company Plc | AUDIT | $19,945 | $0 |