Meagher & Geer P.L.L.P. Profit Sharing Plan And Trust — Form 5500 plan (Meagher & Geer, P.L.L.P.)

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, Meagher & Geer P.L.L.P. Profit Sharing Plan And Trust is a benefit plan reported by Meagher & Geer, P.L.L.P. under EIN 41-0726610 and plan number 003. The latest loaded filing year is 2023. The filing reports 178 participants and $46,729,453 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meagher & Geer, P.L.L.P.
EIN
41-0726610
Plan number
003
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
178
End-of-year plan assets
$46,729,453

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241001140922NAL0003357635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,729,453
Net assets (EOY)
$46,729,453
Net assets (BOY)
$44,936,370

Income & contributions

Employer contributions
$470,671
Participant contributions
$997,580
Total contributions
$1,474,037
Total income / additions
$8,037,289

Expenses & distributions

Benefits paid
$6,181,732
Administrative expenses
$62,474
Total expenses
$6,244,206
Net increase / (decrease)
$1,793,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$43,298not reported in the loaded dataset2023
Savant Capital LLCNONE$14,036not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$136$02023

Related Form 5500 pages