Mclaughlin Employees Profit Sharing Plan — Form 5500 plan (Mclaughlin Research Corporation)
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, Mclaughlin Employees Profit Sharing Plan is a benefit plan reported by Mclaughlin Research Corporation under EIN 13-1878945 and plan number 002. The latest loaded filing year is 2023. The filing reports 768 participants and $59,379,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mclaughlin Research Corporation
- EIN
- 13-1878945
- Plan number
- 002
- Plan type
- 2
- Location
- Middletown, RI
- Latest filing year
- 2023
- Participants
- 768
- End-of-year plan assets
- $59,379,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 768 | H, C | 20240909095337NAL0004372657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,379,687
- Net assets (EOY)
- $59,379,687
- Net assets (BOY)
- $50,545,667
Income & contributions
- Employer contributions
- $1,392,505
- Participant contributions
- $2,696,198
- Total contributions
- $4,211,595
- Total income / additions
- $13,826,233
Expenses & distributions
- Benefits paid
- $4,875,264
- Administrative expenses
- $116,949
- Total expenses
- $4,992,213
- Net increase / (decrease)
- $8,834,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $73,301 | $0 | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $30,623 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen | AUDITOR | $13,025 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mclaughlin Research Corporation
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Middletown, RI
- Transamerica Retirement Solutions — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Clifton Larson Allen — Schedule C compensation
- National Financial Services — Schedule C compensation