Flood, Bumstead, Mccready, & Mccarthy, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Flood, Bumstead, Mccready, & Mccarthy, 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, Flood, Bumstead, Mccready, & Mccarthy, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Flood, Bumstead, Mccready, & Mccarthy, Inc. under EIN 62-1524828 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $13,260,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Flood, Bumstead, Mccready, & Mccarthy, Inc.
EIN
62-1524828
Plan number
002
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
171
End-of-year plan assets
$13,260,131

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20241007104328NAL0007496611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,260,131
Total liabilities (EOY)
$0
Net assets (EOY)
$13,260,131
Net assets (BOY)
$10,283,876

Income & contributions

Employer contributions
$563,170
Participant contributions
$987,694
Total contributions
$1,559,096
Total income / additions
$3,631,463

Expenses & distributions

Benefits paid
$620,844
Administrative expenses
$34,364
Total expenses
$655,208
Net increase / (decrease)
$2,976,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall Advisors LLCADVISOR$33,307not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,075$02023

Related Form 5500 pages