2023 Form 5500 filing — Mcv Retirement 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 20250311112542NAL0029370864001) for Mcv Retirement Plan, reported by Mcconnell Valdes LLC under EIN 66-0226027 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311112542NAL0029370864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcconnell Valdes LLC
- EIN
- 66-0226027
- Plan number
- 002
- Location
- San Juan, PR
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,329,012
- Total liabilities (EOY)
- $8,334
- Net assets (EOY)
- $73,320,678
- Employer contributions
- $1,258,678
- Participant contributions
- $932,293
- Total income / additions
- $13,680,361
- Benefits paid
- $1,281,397
- Administrative expenses
- $269,869
- Total expenses
- $1,551,266
- Net increase / (decrease)
- $12,129,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $212,703 | not reported in the loaded dataset |
| Nppg Record Keeping Solutions LLC | NONE | $28,711 | not reported in the loaded dataset |
| Landa Umpierre Psc | NONE | $5,206 | not reported in the loaded dataset |