Mcteague Higbee 401(K) Retirement Plan — Form 5500 plan (Mcteague Higbee)
Plain-English plan 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, Mcteague Higbee 401(K) Retirement Plan is a benefit plan reported by Mcteague Higbee under EIN 01-0513645 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $6,737,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcteague Higbee
- EIN
- 01-0513645
- Plan number
- 001
- Plan type
- 2
- Location
- Topsham, ME
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $6,737,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240916131358NAL0001508625001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,737,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,737,570
- Net assets (BOY)
- $7,104,465
Income & contributions
- Employer contributions
- $48,703
- Participant contributions
- $45,473
- Total income / additions
- $1,022,047
Expenses & distributions
- Benefits paid
- $1,400,870
- Administrative expenses
- -$11,928
- Total expenses
- $1,388,942
- Net increase / (decrease)
- -$366,895
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.