Mcgee Brothers Co., Inc. 401(K) Retirement Plan — Form 5500 plan (Mcgee Brothers Co., 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, Mcgee Brothers Co., Inc. 401(K) Retirement Plan is a benefit plan reported by Mcgee Brothers Co., Inc. under EIN 56-1146621 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $28,890,489 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcgee Brothers Co., Inc.
EIN
56-1146621
Plan number
001
Plan type
3
Location
Monroe, NC
Latest filing year
2023
Participants
614
End-of-year plan assets
$28,890,489

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023614H, C20250225130907NAL0010865425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,890,489
Total liabilities (EOY)
$0
Net assets (EOY)
$28,890,489
Net assets (BOY)
$24,255,889

Income & contributions

Employer contributions
$192,708
Participant contributions
$1,043,169
Total contributions
$1,235,877
Total income / additions
$5,193,666

Expenses & distributions

Benefits paid
$488,455
Administrative expenses
$59,919
Total expenses
$559,066
Net increase / (decrease)
$4,634,600

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchNONE$30,849not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$28,771$02023

Related Form 5500 pages