Mcgee Toyota/Dodge Employee Retirement Plan — Form 5500 plan (Mcgee Motor Cars, Inc. D/B/A Mcgee Toyota)

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, Mcgee Toyota/Dodge Employee Retirement Plan is a benefit plan reported by Mcgee Motor Cars, Inc. D/B/A Mcgee Toyota under EIN 04-2547653 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $8,428,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcgee Motor Cars, Inc. D/B/A Mcgee Toyota
EIN
04-2547653
Plan number
001
Plan type
2
Location
Hanover, MA
Latest filing year
2023
Participants
395
End-of-year plan assets
$8,428,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023395H, C20241015103924NAL0028089473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,428,477
Total liabilities (EOY)
$0
Net assets (EOY)
$8,428,477
Net assets (BOY)
$6,973,321

Income & contributions

Employer contributions
$0
Participant contributions
$772,844
Total contributions
$1,097,345
Total income / additions
$2,328,722

Expenses & distributions

Benefits paid
$765,448
Administrative expenses
$31,183
Total expenses
$873,566
Net increase / (decrease)
$1,455,156

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$15,357$02023
Capfinancial Partners, LLCCONSULTANT$14,682not reported in the loaded dataset2023

Related Form 5500 pages