Plan5500

Mcclam And Associates, Inc. Employee Benefits Plan — Form 5500 plan (Mcclam And Associates, 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, Mcclam And Associates, Inc. Employee Benefits Plan is a benefit plan reported by Mcclam And Associates, Inc. under EIN 57-0672748 and plan number 501. The latest loaded filing year is 2023. The filing reports 72 participants and $66,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcclam And Associates, Inc.
EIN
57-0672748
Plan number
501
Plan type
2
Location
Little Mountain, SC
Latest filing year
2023
Participants
72
End-of-year plan assets
$66,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202372I, C20241009125443NAL0037809506001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$66,628
Total liabilities (EOY)
$177,488
Net assets (EOY)
-$110,860
Net assets (BOY)
-$83,210

Income & contributions

Employer contributions
$409,613
Participant contributions
$235,209
Total income / additions
$645,801

Expenses & distributions

Benefits paid
$385,774
Administrative expenses
$36,206
Total expenses
$673,451
Net increase / (decrease)
-$27,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Planned Administrators, IncADMIN$36,206not reported in the loaded dataset2023
Propel (Alera Sc)BROKER$26,190not reported in the loaded dataset2023
The Benecon GroupBROKER$16,267not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,384not reported in the loaded dataset2023

Related Form 5500 pages