Mcgeorge Car Company, Inc. Retirement Savings Plan — Form 5500 plan (David R. Mcgeorge Car Company, Inco)

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, Mcgeorge Car Company, Inc. Retirement Savings Plan is a benefit plan reported by David R. Mcgeorge Car Company, Inco under EIN 54-0584491 and plan number 002. The latest loaded filing year is 2023. The filing reports 153 participants and $8,380,130 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants153Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$109.1K6 Schedule C provider row(s)$109,125
Plan sponsor
David R. Mcgeorge Car Company, Inco
EIN
54-0584491
Plan number
002
Plan type
2
Location
Richmond, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241014192916NAL0027021553001
2023385H, C20241014163623NAL0026729377001
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.

Money in vs. money out
Total income / additions$324.1K
Total expenses$8.7M
Benefits paid / distributions$8.7M
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$8,380,130

Income & contributions

Total contributions
$0
Total income / additions
$324,056

Expenses & distributions

Benefits paid
$8,699,466
Administrative expenses
$4,720
Total expenses
$8,704,186
Net increase / (decrease)
-$8,380,130
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.

Benefits paid ÷ total income2685%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$35,047$9,5662023
Rbc Capital Markets Corp, LLCFINANCIAL ADVISOR$39,538not reported in the loaded dataset2023
Futureplan By AscensusCONTRACT ADMIN$20,118not reported in the loaded dataset2023
Rbc Capital Markets Corp, LLCFINANCIAL ADVISOR$4,306not reported in the loaded dataset2023
NationwideRECORDKEEPER$550$02023
Futureplan By AscensusCONTRACT ADMIN$0not reported in the loaded dataset2023

Related Form 5500 pages