Mcfarlane Incentive Savings And Profit Sharing Plan — Form 5500 plan (Mcfarlane Manufacturing 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, Mcfarlane Incentive Savings And Profit Sharing Plan is a benefit plan reported by Mcfarlane Manufacturing Company, Inc. under EIN 39-1046249 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $25,095,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcfarlane Manufacturing Company, Inc.
- EIN
- 39-1046249
- Plan number
- 001
- Plan type
- 2
- Location
- Sauk City, WI
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $25,095,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241014141709NAL0013435363003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,095,542
- Net assets (EOY)
- $25,095,542
- Net assets (BOY)
- $22,214,910
Income & contributions
- Employer contributions
- $237,790
- Participant contributions
- $745,792
- Total contributions
- $1,155,793
- Total income / additions
- $4,884,591
Expenses & distributions
- Benefits paid
- $1,939,170
- Administrative expenses
- $54,926
- Total expenses
- $2,003,959
- Net increase / (decrease)
- $2,880,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $20,776 | $0 | 2023 |
| Engelson & Associates, Ltd | ACCOUNTANT | $9,150 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcfarlane Manufacturing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sauk City, WI
- Global Retirement Partners, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Engelson & Associates, Ltd — Schedule C compensation
- National Financial Services — Schedule C compensation