Mccormick Equipment Company, Inc. Retirement Plan — Form 5500 plan (Mccormick Equipment Company, 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 Equipment Company, Inc. Retirement Plan is a benefit plan reported by Mccormick Equipment Company, Inc. under EIN 31-0674071 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $22,285,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mccormick Equipment Company, Inc.
EIN
31-0674071
Plan number
002
Plan type
2
Location
Loveland, OH
Latest filing year
2023
Participants
210
End-of-year plan assets
$22,285,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20240909134225NAL0002803475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,285,130
Total liabilities (EOY)
$0
Net assets (EOY)
$22,285,130
Net assets (BOY)
$18,230,121

Income & contributions

Employer contributions
$503,728
Participant contributions
$1,821,561
Total contributions
$2,325,289
Total income / additions
$5,117,890

Expenses & distributions

Benefits paid
$970,815
Administrative expenses
$92,066
Total expenses
$1,062,881
Net increase / (decrease)
$4,055,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Financial BankNONE$54,146not reported in the loaded dataset2023
Stancorp Financial GroupNONE$37,918$4,4002023

Related Form 5500 pages