2023 Form 5500 filing — Mcdonald Hopkins LLC Profit Sharing 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 20250422093609NAL0004168929001) for Mcdonald Hopkins LLC Profit Sharing Plan, reported by Mcdonald Hopkins LLC under EIN 34-1059058 and plan number 003. It reports 398 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)$125.3MReported net assets$125,260,407
Participants398
Provider compensation$194.8K3 Schedule C row(s)$194,829
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250422093609NAL0004168929001
- Plan sponsor
- Mcdonald Hopkins LLC
- EIN
- 34-1059058
- Plan number
- 003
- Location
- Cleveland, OH
- 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)$125.3M total assets
Net assets$125.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $125,260,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,260,407
- Employer contributions
- $3,323,352
- Participant contributions
- $3,364,518
- Total income / additions
- $33,147,912
- Benefits paid
- $8,198,414
- Administrative expenses
- $194,829
- Total expenses
- $8,393,243
- Net increase / (decrease)
- $24,754,669
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ancora Retirement Plan Advisors, In | ADVISOR | $133,442 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $54,262 | $0 |
| Newport Trust Company | TRUSTEE | $7,125 | $0 |