Plan5500

Mcwane Salaried 401(K) Retirement Plan — Form 5500 plan (Mcwane, 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, Mcwane Salaried 401(K) Retirement Plan is a benefit plan reported by Mcwane, Inc. under EIN 63-0139000 and plan number 021. The latest loaded filing year is 2023. The filing reports 1,558 participants and $204,299,594 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcwane, Inc.
EIN
63-0139000
Plan number
021
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
1,558
End-of-year plan assets
$204,299,594

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,558H, C20240523094809NAL0002640499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$204,299,594
Total liabilities (EOY)
$0
Net assets (EOY)
$204,299,594
Net assets (BOY)
$163,009,004

Income & contributions

Employer contributions
$4,543,211
Participant contributions
$10,866,039
Total contributions
$17,429,953
Total income / additions
$49,239,778

Expenses & distributions

Benefits paid
$18,580,881
Administrative expenses
$190,771
Total expenses
$18,804,451
Net increase / (decrease)
$30,435,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmitCONSULTANT$143,090not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$29,385$02023
Strategic Advisors, Inc.ADVISOR$18,296not reported in the loaded dataset2023

Related Form 5500 pages