Mclane Middleton Professional Association Pension Plan — Form 5500 plan (Mclane Middleton Professional Association)

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, Mclane Middleton Professional Association Pension Plan is a benefit plan reported by Mclane Middleton Professional Association under EIN 02-0325043 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $77,338,014 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mclane Middleton Professional Association
EIN
02-0325043
Plan number
001
Plan type
2
Location
Manchester, NH
Latest filing year
2023
Participants
252
End-of-year plan assets
$77,338,014

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023252H, C20241224081919NAL0010216305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,338,014
Total liabilities (EOY)
$183,000
Net assets (EOY)
$77,155,014
Net assets (BOY)
$73,696,167

Income & contributions

Employer contributions
$2,000,000
Participant contributions
$0
Total contributions
$2,000,000
Total income / additions
$6,612,805

Expenses & distributions

Benefits paid
$2,972,211
Administrative expenses
$181,747
Total expenses
$3,153,958
Net increase / (decrease)
$3,458,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slc Management (U.S.) LLCNONE$138,359not reported in the loaded dataset2023
Fiducient Advisors LLCNONE$57,075not reported in the loaded dataset2023
Fnz Trust CompanyNONE$33,433not reported in the loaded dataset2023

Related Form 5500 pages