Mcallister Mills, Inc. Profit Sharing / Employee 401(K) Plan — Form 5500 plan (Mcallister Mills, 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, Mcallister Mills, Inc. Profit Sharing / Employee 401(K) Plan is a benefit plan reported by Mcallister Mills, Inc. under EIN 54-1139272 and plan number 001. The latest loaded filing year is 2023. The filing reports 79 participants and $1,075,053 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,075,053
Participants79Covered participants reported
Assets / participant$13.6KComputed: assets ÷ participants$13,608 (computed)
Provider compensationNone reported
Plan sponsor
Mcallister Mills, Inc.
EIN
54-1139272
Plan number
001
Plan type
2
Location
Independence, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202379I20241015125228NAL0016431027001
Schedule I · 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)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$476.6K
Total expenses$930.6K
Benefits paid / distributions$930.5K
Contributions
Employer$103.3K
Participant$142K
Full reported line items

Net assets

Total assets (EOY)
$1,075,053
Total liabilities (EOY)
$0
Net assets (EOY)
$1,075,053
Net assets (BOY)
$1,529,106

Income & contributions

Employer contributions
$103,286
Participant contributions
$141,998
Total income / additions
$476,551

Expenses & distributions

Benefits paid
$930,504
Administrative expenses
$100
Total expenses
$930,604
Net increase / (decrease)
-$454,053
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 assets87%Computed ratio
Benefits paid ÷ total income195%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages