Mcgohan Brabender 401(K) Profit Sharing Plan — Form 5500 plan (Mcgohan Brabender Agency 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, Mcgohan Brabender 401(K) Profit Sharing Plan is a benefit plan reported by Mcgohan Brabender Agency Inc. under EIN 31-1191330 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $55,427,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcgohan Brabender Agency Inc.
- EIN
- 31-1191330
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $55,427,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20241007110059NAL0015069361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,427,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,427,618
- Net assets (BOY)
- $46,588,674
Income & contributions
- Employer contributions
- $1,542,483
- Participant contributions
- $2,194,674
- Total contributions
- $4,229,987
- Total income / additions
- $11,900,026
Expenses & distributions
- Benefits paid
- $2,873,362
- Administrative expenses
- $187,720
- Total expenses
- $3,061,082
- Net increase / (decrease)
- $8,838,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $84,360 | not reported in the loaded dataset | 2023 |
| Eubel Brady &Suttman Asset Ma | NONE | $50,944 | not reported in the loaded dataset | 2023 |
| Everhart Financial Group Inc | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $11,029 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $146 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcgohan Brabender Agency Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Milliman, Inc. — Schedule C compensation
- Eubel Brady &Suttman Asset Ma — Schedule C compensation
- Everhart Financial Group Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation