Mcwhinney 401(K) Plan — Form 5500 plan (Mcwhinney Real Estate Services, 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, Mcwhinney 401(K) Plan is a benefit plan reported by Mcwhinney Real Estate Services, Inc. under EIN 84-1278230 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $16,159,179 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcwhinney Real Estate Services, Inc.
EIN
84-1278230
Plan number
001
Plan type
2
Location
Loveland, CO
Latest filing year
2023
Participants
286
End-of-year plan assets
$16,159,179

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20241010165247NAL0021474161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,159,179
Total liabilities (EOY)
$0
Net assets (EOY)
$16,159,179
Net assets (BOY)
$13,776,720

Income & contributions

Employer contributions
$977,977
Participant contributions
$1,610,823
Total contributions
$2,719,890
Total income / additions
$5,186,108

Expenses & distributions

Benefits paid
$2,753,745
Administrative expenses
$49,904
Total expenses
$2,803,649
Net increase / (decrease)
$2,382,459

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$26,150not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$23,754$02023

Related Form 5500 pages