Robert J Mcgee Profit Sharing Plan — Form 5500 plan (Robert J Mc Gee P C)
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, Robert J Mcgee Profit Sharing Plan is a benefit plan reported by Robert J Mc Gee P C under EIN 42-1238651 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $2,208,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert J Mc Gee P C
- EIN
- 42-1238651
- Plan number
- 001
- Plan type
- 2
- Location
- Clinton, IA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,208,557
- Net assets (EOY)
- $2,208,557
- Net assets (BOY)
- $1,999,232
Income & contributions
- Total income / additions
- $209,338
Expenses & distributions
- Administrative expenses
- $13
- Total expenses
- $13
- Net increase / (decrease)
- $209,325
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.