Mcdougall And Sons, Inc. Retirement Plan — Form 5500 plan (Mcdougall And Sons, 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, Mcdougall And Sons, Inc. Retirement Plan is a benefit plan reported by Mcdougall And Sons, Inc. under EIN 91-0978839 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,189 participants and $26,742,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcdougall And Sons, Inc.
- EIN
- 91-0978839
- Plan number
- 001
- Plan type
- 3
- Location
- Wenatchee, WA
- Latest filing year
- 2023
- Participants
- 1,189
- End-of-year plan assets
- $26,742,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,189 | H, C | 20241015141638NAL0016597043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,742,122
- Total liabilities (EOY)
- $86,692
- Net assets (EOY)
- $26,655,430
- Net assets (BOY)
- $23,536,902
Income & contributions
- Employer contributions
- $938,994
- Participant contributions
- $1,452,747
- Total contributions
- $2,391,741
- Total income / additions
- $5,549,448
Expenses & distributions
- Benefits paid
- $2,347,465
- Administrative expenses
- $83,455
- Total expenses
- $2,430,920
- Net increase / (decrease)
- $3,118,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $47,905 | $0 | 2023 |
| Pension Plan Specialists, Pc | TPA | $36,400 | $0 | 2023 |
| Goetz Bailey & Yale Ps | AUDIT | $5,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcdougall And Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Wenatchee, WA
- Transamerica Life Insurance Company — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation
- Goetz Bailey & Yale Ps — Schedule C compensation