Mcnally Industries, LLC 401(K) Savings Plan — Form 5500 plan (Mcnally Industries, LLC)
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, Mcnally Industries, LLC 401(K) Savings Plan is a benefit plan reported by Mcnally Industries, LLC under EIN 81-2978162 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $7,494,099 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.5MPlan net assets, end of year$7,494,099
Participants121Covered participants reported
Assets / participant$61.9KComputed: assets ÷ participants$61,935 (computed)
Provider compensation$51K4 Schedule C provider row(s)$51,026
- Plan sponsor
- Mcnally Industries, LLC
- EIN
- 81-2978162
- Plan number
- 001
- Plan type
- 2
- Location
- Grantsburg, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20240919161924NAL0006198609001 |
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,494,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,494,099
- Net assets (BOY)
- $5,981,447
Income & contributions
- Employer contributions
- $224,015
- Participant contributions
- $506,029
- Total contributions
- $797,933
- Total income / additions
- $1,768,824
Expenses & distributions
- Benefits paid
- $216,708
- Administrative expenses
- $36,345
- Total expenses
- $256,172
- Net increase / (decrease)
- $1,512,652
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.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $28,352 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,611 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,063 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcnally Industries, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Grantsburg, WI
- Creative Planning LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation