Mcglinchey Stafford, Pllc Retirement Savings Plan — Form 5500 plan (Mcglinchey Stafford, Pllc)
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, Mcglinchey Stafford, Pllc Retirement Savings Plan is a benefit plan reported by Mcglinchey Stafford, Pllc under EIN 72-0788124 and plan number 018. The latest loaded filing year is 2023. The filing reports 377 participants and $133,379,322 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$133.4MPlan net assets, end of year$133,379,322
Participants377Covered participants reported
Assets / participant$353.8KComputed: assets ÷ participants$353,791 (computed)
Provider compensation$68K5 Schedule C provider row(s)$68,010
- Plan sponsor
- Mcglinchey Stafford, Pllc
- EIN
- 72-0788124
- Plan number
- 018
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20241015115504NAL0014542195001 |
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)$133.4M total assets
Net assets$133.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $133,379,322
- Net assets (EOY)
- $133,379,322
- Net assets (BOY)
- $121,263,803
Income & contributions
- Employer contributions
- $910,269
- Participant contributions
- $3,159,205
- Total contributions
- $5,754,259
- Total income / additions
- $28,843,149
Expenses & distributions
- Benefits paid
- $16,793,894
- Administrative expenses
- $67,336
- Total expenses
- $16,861,230
- Net increase / (decrease)
- $11,981,919
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Delta Financial Advisors LLC | NONE | $24,504 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $20,068 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $11,517 | not reported in the loaded dataset | 2023 |
| Financial Synergies Wealth Adv | NONE | $11,237 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $684 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcglinchey Stafford, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Delta Financial Advisors LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Financial Synergies Wealth Adv — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation