2023 Form 5500 filing — The Mclean 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 20250715134219NAL0003062800001) for The Mclean Retirement Plan, reported by Mclean Affiliates, Inc. under EIN 26-1960246 and plan number 002. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715134219NAL0003062800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mclean Affiliates, Inc.
- EIN
- 26-1960246
- Plan number
- 002
- Location
- Simsbury, CT
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,514,051
- Net assets (EOY)
- $35,514,051
- Employer contributions
- $966,917
- Participant contributions
- $1,160,584
- Total income / additions
- $9,076,440
- Benefits paid
- $5,656,748
- Administrative expenses
- $50,010
- Total expenses
- $5,711,279
- Net increase / (decrease)
- $3,365,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISORY | $45,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $5,010 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |