Mccrum Family Holdings, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Mccrum Family Holdings, LLC)

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, Mccrum Family Holdings, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Mccrum Family Holdings, LLC under EIN 46-1520030 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $1,873,181 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.9MPlan net assets, end of year$1,873,181
Participants244Covered participants reported
Assets / participant$7.7KComputed: assets ÷ participants$7,677 (computed)
Provider compensation$4141 Schedule C provider row(s)
Plan sponsor
Mccrum Family Holdings, LLC
EIN
46-1520030
Plan number
001
Plan type
2
Location
Belfast, ME
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20241010151802NAL0021325137001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$876.8K
Total expenses$211.3K
Benefits paid / distributions$196.4K
Contributions
Employer$239.6K
Participant$337.5K
Full reported line items

Net assets

Total assets (EOY)
$1,873,181
Net assets (EOY)
$1,873,181
Net assets (BOY)
$1,207,710

Income & contributions

Employer contributions
$239,552
Participant contributions
$337,451
Total contributions
$648,168
Total income / additions
$876,800

Expenses & distributions

Benefits paid
$196,445
Administrative expenses
$14,884
Total expenses
$211,329
Net increase / (decrease)
$665,471
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance Co UsaRECORDKEEPER$414$02023

Related Form 5500 pages