2023 Form 5500 filing — The Mccredie Agency Inc. Profit Sharing Plan 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 20250115110007NAL0011715587001) for The Mccredie Agency Inc. Profit Sharing Plan And Trust, reported by Mccredie Agency, Inc. under EIN 38-1351834 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250115110007NAL0011715587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccredie Agency, Inc.
- EIN
- 38-1351834
- Plan number
- 001
- Location
- Flint, MI
- Participants
- 25
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,900,050
- Net assets (EOY)
- $14,900,050
- Employer contributions
- $40,000
- Total income / additions
- $2,918,887
- Benefits paid
- $624,865
- Administrative expenses
- $3,707
- Total expenses
- $628,572
- Net increase / (decrease)
- $2,290,315
- Schedule source
- Schedule I