Mcgriff Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mcgriff Industries, 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, Mcgriff Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mcgriff Industries, Inc. under EIN 63-0339542 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $15,242,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcgriff Industries, Inc.
- EIN
- 63-0339542
- Plan number
- 001
- Plan type
- 2
- Location
- Cullman, AL
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $15,242,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20240923152415NAL0006735475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,242,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,242,312
- Net assets (BOY)
- $12,540,126
Income & contributions
- Employer contributions
- $590,445
- Participant contributions
- $1,212,310
- Total contributions
- $1,927,360
- Total income / additions
- $3,840,451
Expenses & distributions
- Benefits paid
- $1,094,600
- Administrative expenses
- $25,332
- Total expenses
- $1,138,265
- Net increase / (decrease)
- $2,702,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,216 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,662 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,454 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcgriff Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Cullman, AL
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation