Mccreary Modern, Inc. Employees' 401(K) Plan — Form 5500 plan (Mccreary Modern, 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, Mccreary Modern, Inc. Employees' 401(K) Plan is a benefit plan reported by Mccreary Modern, Inc. under EIN 56-1497443 and plan number 001. The latest loaded filing year is 2023. The filing reports 949 participants and $39,927,265 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mccreary Modern, Inc.
EIN
56-1497443
Plan number
001
Plan type
2
Location
Newton, NC
Latest filing year
2023
Participants
949
End-of-year plan assets
$39,927,265

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023949H, C20241011114856NAL0010881299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,927,265
Total liabilities (EOY)
$0
Net assets (EOY)
$39,927,265
Net assets (BOY)
$34,656,760

Income & contributions

Employer contributions
$541,958
Participant contributions
$2,288,445
Total contributions
$4,531,330
Total income / additions
$9,920,103

Expenses & distributions

Benefits paid
$4,404,789
Administrative expenses
$186,526
Total expenses
$4,649,598
Net increase / (decrease)
$5,270,505

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$98,009not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$88,517$02023

Related Form 5500 pages