Mccoy Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mccoy Group, 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, Mccoy Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mccoy Group, Inc. under EIN 39-1428371 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,655 participants and $230,585,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mccoy Group, Inc.
- EIN
- 39-1428371
- Plan number
- 001
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 4,655
- End-of-year plan assets
- $230,585,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,655 | H, C | 20241009120448NAL0036909714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $230,585,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $230,585,058
- Net assets (BOY)
- $188,983,019
Income & contributions
- Employer contributions
- $5,205,568
- Participant contributions
- $22,316,209
- Total contributions
- $31,506,831
- Total income / additions
- $65,643,052
Expenses & distributions
- Benefits paid
- $23,577,732
- Administrative expenses
- $450,044
- Total expenses
- $24,041,013
- Net increase / (decrease)
- $41,602,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $450,043 | $14,763 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $66,000 | 2023 |
| Rsm Us Llp | ACCOUNTANT | $0 | $43,050 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $29,150 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mccoy Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Dubuque, IA
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation