Mccormick Taylor, Inc. 401k & Profit Sharing Plan — Form 5500 plan (Mccormick Taylor, 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, Mccormick Taylor, Inc. 401k & Profit Sharing Plan is a benefit plan reported by Mccormick Taylor, Inc. under EIN 23-1683759 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $77,748,163 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mccormick Taylor, Inc.
- EIN
- 23-1683759
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $77,748,163
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20241008095630NAL0008235139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,748,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,748,163
- Net assets (BOY)
- $64,241,461
Income & contributions
- Employer contributions
- $733,850
- Participant contributions
- $3,468,209
- Total contributions
- $4,527,914
- Total income / additions
- $16,345,764
Expenses & distributions
- Benefits paid
- $2,824,100
- Administrative expenses
- $0
- Total expenses
- $2,839,062
- Net increase / (decrease)
- $13,506,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $137,455 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,984 | not reported in the loaded dataset | 2023 |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADMINISTRATOR | $7,025 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mccormick Taylor, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Commonwealth Equity Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Delaware Valley Retirement, Inc. — Schedule C compensation