Who sponsors the D & A Mcrae, Inc. 401(K) Plan?

D & A Mcrae, Inc. 401(K) Plan is reported as sponsored by D & A Mcrae, Inc. (EIN 26-3454962, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for D & A Mcrae, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for D & A Mcrae, Inc. 401(K) Plan is 2023.

How many participants does D & A Mcrae, Inc. 401(K) Plan report?

D & A Mcrae, Inc. 401(K) Plan reports 152 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for D & A Mcrae, Inc. 401(K) Plan?

D & A Mcrae, Inc. 401(K) Plan reports $3,280,054 in end-of-year plan assets in its latest loaded Form 5500 filing.

D & A Mcrae, Inc. 401(K) Plan — Form 5500 plan (D & A Mcrae, 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, D & A Mcrae, Inc. 401(K) Plan is a benefit plan reported by D & A Mcrae, Inc. under EIN 26-3454962 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $3,280,054 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,280,054

Participants152Covered participants reported

Assets / participant$21.6KComputed: assets ÷ participants$21,579 (computed)

Provider compensation$31.6K3 Schedule C provider row(s)$31,555

Plan sponsor: D & A Mcrae, Inc.
EIN: 26-3454962
Plan number: 001
Plan type: 2
Location: Sigurd, UT
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	152	H, C	20240930143956NAL0005663105001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets

Net assets$3.3MLiabilities$0

Money in vs. money out

Total income / additions$1.1M

Total expenses$485.5K

Benefits paid / distributions$446.6K

Contributions

Employer$251.5K

Participant$383.5K

Full reported line items

Net assets

Total assets (EOY): $3,280,054
Total liabilities (EOY): $0
Net assets (EOY): $3,280,054
Net assets (BOY): $2,670,049

Income & contributions

Employer contributions: $251,549
Participant contributions: $383,548
Total contributions: $635,097
Total income / additions: $1,095,526

Expenses & distributions

Benefits paid: $446,597
Administrative expenses: $31,555
Total expenses: $485,521
Net increase / (decrease): $610,005

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

40%60%

Employer 40%Participant 60%

Total expenses ÷ net assets15%Computed ratio

Benefits paid ÷ total income41%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Insurance Company O	RECORDKEEPER	$17,521	$0	2023
Global Retirement Partners LLC	INVESTMENT ADVISOR	$11,776	not reported in the loaded dataset	2023
Empower Advisory Group, LLC	INVESTMENT MGMT	$2,258	not reported in the loaded dataset	2023