A. Y. Mcdonald Industries, Inc. 401(K) Plan — Form 5500 plan (A. Y. Mcdonald Industries, 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, A. Y. Mcdonald Industries, Inc. 401(K) Plan is a benefit plan reported by A. Y. Mcdonald Industries, Inc. under EIN 42-0404280 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,616 participants and $101,565,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A. Y. Mcdonald Industries, Inc.
- EIN
- 42-0404280
- Plan number
- 005
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 1,616
- End-of-year plan assets
- $101,565,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,616 | H, C | 20241014154937NAL0013572019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,565,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,565,992
- Net assets (BOY)
- $86,865,894
Income & contributions
- Employer contributions
- $3,431,363
- Participant contributions
- $6,603,290
- Total contributions
- $10,762,255
- Total income / additions
- $25,771,649
Expenses & distributions
- Benefits paid
- $10,886,887
- Administrative expenses
- $185,574
- Total expenses
- $11,071,551
- Net increase / (decrease)
- $14,700,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $135,030 | $0 | 2023 |
| Fiducient Advisors LLC | NONE | $33,600 | not reported in the loaded dataset | 2023 |
| Honkamp Krueger & Co Pc | NONE | $14,832 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A. Y. Mcdonald Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Dubuque, IA
- Empower Annuity Insurance Company — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Honkamp Krueger & Co Pc — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation