Plan5500

The Mclean Retirement Plan — Form 5500 plan (Mclean Affiliates, 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, The Mclean Retirement Plan is a benefit plan reported by Mclean Affiliates, Inc. under EIN 26-1960246 and plan number 002. The latest loaded filing year is 2023. The filing reports 392 participants and $35,514,051 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mclean Affiliates, Inc.
EIN
26-1960246
Plan number
002
Plan type
2
Location
Simsbury, CT
Latest filing year
2023
Participants
392
End-of-year plan assets
$35,514,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023392H, C20250715134219NAL0003062800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,514,051
Net assets (EOY)
$35,514,051
Net assets (BOY)
$32,148,890

Income & contributions

Employer contributions
$966,917
Participant contributions
$1,160,584
Total contributions
$2,347,209
Total income / additions
$9,076,440

Expenses & distributions

Benefits paid
$5,656,748
Administrative expenses
$50,010
Total expenses
$5,711,279
Net increase / (decrease)
$3,365,161

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services LLCINVESTMENT ADVISORY$45,000not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$5,010$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages