Mcnational 401(K) Plan — Form 5500 plan (Mcnational, 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, Mcnational 401(K) Plan is a benefit plan reported by Mcnational, Inc. under EIN 31-1235314 and plan number 001. The latest loaded filing year is 2023. The filing reports 784 participants and $21,364,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcnational, Inc.
- EIN
- 31-1235314
- Plan number
- 001
- Plan type
- 2
- Location
- South Point, OH
- Latest filing year
- 2023
- Participants
- 784
- End-of-year plan assets
- $21,364,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 784 | H, C | 20241015142342NAL0056646050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,364,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,364,794
- Net assets (BOY)
- $18,395,612
Income & contributions
- Employer contributions
- $577,318
- Participant contributions
- $1,484,060
- Total contributions
- $2,431,681
- Total income / additions
- $4,752,498
Expenses & distributions
- Benefits paid
- $1,771,414
- Administrative expenses
- $29,910
- Total expenses
- $1,801,324
- Net increase / (decrease)
- $2,951,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | SERVICE PROVIDER | $0 | $38,861 | 2023 |
| Voya Insurance And Annuity Co | INVESTMENT ADVISORY | $9,506 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $9,506 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Insurance | TPA | $0 | $9,453 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcnational, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in South Point, OH
- Global Retirement Partners — Schedule C compensation
- Voya Insurance And Annuity Co — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Cbiz Benefits And Insurance — Schedule C compensation