United Mcgill Corp Pay Deferral Plan & Trust — Form 5500 plan (United Mcgill Corporation)
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, United Mcgill Corp Pay Deferral Plan & Trust is a benefit plan reported by United Mcgill Corporation under EIN 31-4399894 and plan number 004. The latest loaded filing year is 2023. The filing reports 149 participants and $30,137,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Mcgill Corporation
- EIN
- 31-4399894
- Plan number
- 004
- Plan type
- 2
- Location
- Groveport, OH
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $30,137,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20240912123655NAL0018904530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,137,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,137,791
- Net assets (BOY)
- $26,730,738
Income & contributions
- Employer contributions
- $147,488
- Participant contributions
- $575,314
- Total contributions
- $722,802
- Total income / additions
- $5,830,069
Expenses & distributions
- Benefits paid
- $2,343,488
- Administrative expenses
- $79,528
- Total expenses
- $2,423,016
- Net increase / (decrease)
- $3,407,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Advisors | NONE | $47,490 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $19,518 | $217 | 2023 |
| Hbk Cpas & Consultants | NONE | $12,520 | not reported in the loaded dataset | 2023 |