John W. Mcdougall Co. , Inc. Profit Sharing And — Form 5500 plan (John W. Mcdougall 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, John W. Mcdougall Co. , Inc. Profit Sharing And is a benefit plan reported by John W. Mcdougall Co. , Inc. under EIN 62-0435228 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $11,369,048 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.4MPlan net assets, end of year$11,369,048
Participants318Covered participants reported
Assets / participant$35.8KComputed: assets ÷ participants$35,752 (computed)
Provider compensation$91K3 Schedule C provider row(s)$90,959
- Plan sponsor
- John W. Mcdougall Co. , Inc.
- EIN
- 62-0435228
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241017164051NAL0018611731001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.4M total assets
Net assets$11.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,369,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,369,048
- Net assets (BOY)
- $9,534,464
Income & contributions
- Employer contributions
- $557,410
- Participant contributions
- $748,385
- Total contributions
- $1,347,056
- Total income / additions
- $2,902,069
Expenses & distributions
- Benefits paid
- $1,002,392
- Administrative expenses
- $65,093
- Total expenses
- $1,067,485
- Net increase / (decrease)
- $1,834,584
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
43%57%
Employer 43%Participant 57%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | RECORDKEEPER | $45,148 | $0 | 2023 |
| Prudent Street Financial Advisors | SERVICE PROVIDER | $0 | $25,866 | 2023 |
| Cooper Travis & Company Plc | AUDIT | $19,945 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John W. Mcdougall Co. , Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Voya Retirement Insurance And Annui — Schedule C compensation
- Prudent Street Financial Advisors — Schedule C compensation
- Cooper Travis & Company Plc — Schedule C compensation