Trish Mcevoy Ltd. 401(K) Plan — Form 5500 plan (Trish Mcevoy Ltd.)
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, Trish Mcevoy Ltd. 401(K) Plan is a benefit plan reported by Trish Mcevoy Ltd. under EIN 13-3085262 and plan number 001. The latest loaded filing year is 2023. The filing reports 541 participants and $8,098,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trish Mcevoy Ltd.
- EIN
- 13-3085262
- Plan number
- 001
- Plan type
- 2
- Location
- Carlstadt, NJ
- Latest filing year
- 2023
- Participants
- 541
- End-of-year plan assets
- $8,098,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 541 | H, C | 20241015113837NAL0014505283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,098,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,098,574
- Net assets (BOY)
- $6,737,840
Income & contributions
- Participant contributions
- $635,261
- Total contributions
- $636,101
- Total income / additions
- $1,683,118
Expenses & distributions
- Benefits paid
- $291,131
- Administrative expenses
- $5,538
- Total expenses
- $322,384
- Net increase / (decrease)
- $1,360,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $5,538 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |