Mcgregor Metalworking Companies 401(K) Profit Sharing Plan — Form 5500 plan (Mcgregor Metal Holdings 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, Mcgregor Metalworking Companies 401(K) Profit Sharing Plan is a benefit plan reported by Mcgregor Metal Holdings LLC under EIN 87-4103294 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $11,125,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcgregor Metal Holdings LLC
- EIN
- 87-4103294
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, OH
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $11,125,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20241011090635NAL0010752515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,125,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,125,233
- Net assets (BOY)
- $10,886,214
Income & contributions
- Employer contributions
- $145,881
- Participant contributions
- $729,429
- Total contributions
- $882,163
- Total income / additions
- $2,395,559
Expenses & distributions
- Benefits paid
- $2,102,232
- Administrative expenses
- $15,916
- Total expenses
- $2,156,540
- Net increase / (decrease)
- $239,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Consolidated Financial Mgmt Group L | INVESTMENT ADVISOR | $16,796 | not reported in the loaded dataset | 2023 |
| Clark Schaefer Hackett | CONTRACT ADMIN | $5,256 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $2,762 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcgregor Metal Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Springfield, OH
- Consolidated Financial Mgmt Group L — Schedule C compensation
- Clark Schaefer Hackett — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation