Mccurley Employees 401(K) Plan — Form 5500 plan (Mccurley Integrity Dealerships, LLC)

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, Mccurley Employees 401(K) Plan is a benefit plan reported by Mccurley Integrity Dealerships, LLC under EIN 27-1512348 and plan number 003. The latest loaded filing year is 2023. The filing reports 377 participants and $16,799,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mccurley Integrity Dealerships, LLC
EIN
27-1512348
Plan number
003
Plan type
2
Location
Pasco, WA
Latest filing year
2023
Participants
377
End-of-year plan assets
$16,799,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023377H, C20241015084502NAL0048532528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,799,403
Total liabilities (EOY)
$45,152
Net assets (EOY)
$16,754,251
Net assets (BOY)
$13,968,138

Income & contributions

Employer contributions
$456,367
Participant contributions
$953,232
Total contributions
$1,409,599
Total income / additions
$3,910,488

Expenses & distributions

Benefits paid
$1,081,269
Administrative expenses
$43,106
Total expenses
$1,124,375
Net increase / (decrease)
$2,786,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hfg Trust LLCNONE$19,777not reported in the loaded dataset2023
Randall & Hurley, Inc.NONE$15,539not reported in the loaded dataset2023
Matrix Trust CompanyNONE$7,790$02023

Related Form 5500 pages