Mcalpin Industries, Inc. Employees' Savings And Profit Sharing Plan — Form 5500 plan (Mcalpin Industries, Inc.)

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, Mcalpin Industries, Inc. Employees' Savings And Profit Sharing Plan is a benefit plan reported by Mcalpin Industries, Inc. under EIN 16-0871790 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $11,858,957 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcalpin Industries, Inc.
EIN
16-0871790
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
229
End-of-year plan assets
$11,858,957

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20241008151759NAL0017865553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,858,957
Total liabilities (EOY)
$0
Net assets (EOY)
$11,858,957
Net assets (BOY)
$12,687,985

Income & contributions

Employer contributions
$228,182
Participant contributions
$1,000,150
Total contributions
$1,268,983
Total income / additions
$3,012,067

Expenses & distributions

Benefits paid
$3,763,452
Administrative expenses
$77,643
Total expenses
$3,841,095
Net increase / (decrease)
-$829,028

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$54,175$02023
Alesco Advisors, LLCNONE$23,468$02023

Related Form 5500 pages