2023 Form 5500 filing — Mcgill Associates, P.A. Psp And Trust

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 20241230091307NAL0008614547001) for Mcgill Associates, P.A. Psp And Trust, reported by Mcgill Associates, P.A. under EIN 56-1396980 and plan number 001. It reports 201 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)$18.4MReported net assets$18,425,881
Participants201
Provider compensation$73.7K2 Schedule C row(s)$73,691
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241230091307NAL0008614547001
Plan sponsor
Mcgill Associates, P.A.
EIN
56-1396980
Plan number
001
Location
Asheville, NC
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)$18.4M total assets
Net assets$18.4MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$995K
Benefits paid / distributions$918.1K
Contributions
Employer$342.7K
Participant$1M
Full reported line items
Total assets (EOY)
$18,425,881
Total liabilities (EOY)
$0
Net assets (EOY)
$18,425,881
Employer contributions
$342,695
Participant contributions
$1,007,495
Total income / additions
$4,329,415
Benefits paid
$918,135
Administrative expenses
$76,824
Total expenses
$994,959
Net increase / (decrease)
$3,334,456
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $50K
  2. 2
    RECORDKEEPER · Direct $23.7K · Indirect $0

Related Form 5500 pages