Mcgrath Lexus 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Mcgrath-Colosimo, Ltd.)
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, Mcgrath Lexus 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mcgrath-Colosimo, Ltd. under EIN 36-3780892 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $27,156,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcgrath-Colosimo, Ltd.
- EIN
- 36-3780892
- Plan number
- 002
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $27,156,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241122133823NAL0003352496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,156,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,156,507
- Net assets (BOY)
- $25,744,285
Income & contributions
- Employer contributions
- $405,998
- Participant contributions
- $1,162,451
- Total contributions
- $1,649,469
- Total income / additions
- $6,304,919
Expenses & distributions
- Benefits paid
- $4,837,689
- Administrative expenses
- $55,008
- Total expenses
- $4,892,697
- Net increase / (decrease)
- $1,412,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| James M. Juengling & Associates | PLAN ADVISOR | $23,369 | $0 | 2023 |
| Associated Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $2,043 | $11,751 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $5,802 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcgrath-Colosimo, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westmont, IL
- James M. Juengling & Associates — Schedule C compensation
- Associated Pension Services, Inc. — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation