2023 Form 5500 filing — Mccourt Equipment Safe Harbor 401k 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 20250113095918NAL0018142209001) for Mccourt Equipment Safe Harbor 401k Plan, reported by Mccourt Equipment under EIN 74-2913583 and plan number 001. It reports 149 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)$7.2MReported net assets$7,227,905
Participants149
Provider compensation$50.3K4 Schedule C row(s)$50,341
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250113095918NAL0018142209001
- Plan sponsor
- Mccourt Equipment
- EIN
- 74-2913583
- Plan number
- 001
- Location
- La Grange, TX
- 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)$7.2M total assets
Net assets$7.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,227,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,227,905
- Employer contributions
- $440,870
- Participant contributions
- $623,747
- Total income / additions
- $2,054,036
- Benefits paid
- $139,654
- Administrative expenses
- $50,115
- Total expenses
- $200,407
- Net increase / (decrease)
- $1,853,629
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $22,812 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $22,614 | $0 |
| Alliance Benefit Group Of Houston | RECORDKEEPER | $3,500 | $226 |
| Mesirow Financial, Inc. | INVESMENT ADVISORY-PLAN | $1,189 | not reported in the loaded dataset |