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, Mcnair, Mclemore, Middlebrooks & Co., LLC 401(K) Plan is a benefit plan reported by Mcnair Mclemore Middlebrooks & Co., LLC under EIN 58-1094351 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $47,931,487 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,931,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,931,487
- Net assets (BOY)
- $38,885,481
Income & contributions
- Employer contributions
- $287,765
- Participant contributions
- $1,289,852
- Total contributions
- $1,577,617
- Total income / additions
- $9,714,702
Expenses & distributions
- Benefits paid
- $567,681
- Administrative expenses
- $101,015
- Total expenses
- $668,696
- Net increase / (decrease)
- $9,046,006