Msp Retirement Plan — Form 5500 plan (Mcrae, Smith, Peek, Harman & Monroe, Llp)
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, Msp Retirement Plan is a benefit plan reported by Mcrae, Smith, Peek, Harman & Monroe, Llp under EIN 58-1091188 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $10,641,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcrae, Smith, Peek, Harman & Monroe, Llp
- EIN
- 58-1091188
- Plan number
- 001
- Plan type
- 2
- Location
- Rome, GA
- Latest filing year
- 2023
- Participants
- 34
- End-of-year plan assets
- $10,641,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34 | I | 20241003095200NAL0005635491001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,641,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,641,286
- Net assets (BOY)
- $8,986,920
Income & contributions
- Employer contributions
- $147,307
- Participant contributions
- $192,229
- Total income / additions
- $1,727,252
Expenses & distributions
- Benefits paid
- $70,840
- Administrative expenses
- $2,046
- Total expenses
- $72,886
- Net increase / (decrease)
- $1,654,366
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.