Mcclure & Sons, Inc. 401(K) — Form 5500 plan (Mcclure & 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, Mcclure & Sons, Inc. 401(K) is a benefit plan reported by Mcclure & Sons, Inc. under EIN 91-1411013 and plan number 003. The latest loaded filing year is 2023. The filing reports 122 participants and $9,957,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcclure & Sons, Inc.
- EIN
- 91-1411013
- Plan number
- 003
- Plan type
- 2
- Location
- Mill Creek, WA
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $9,957,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241004155758NAL0006829587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,957,541
- Total liabilities (EOY)
- $14
- Net assets (EOY)
- $9,957,527
- Net assets (BOY)
- $9,782,470
Income & contributions
- Employer contributions
- $562,441
- Participant contributions
- $84,372
- Total contributions
- $648,888
- Total income / additions
- $2,074,704
Expenses & distributions
- Benefits paid
- $1,827,081
- Administrative expenses
- $72,566
- Total expenses
- $1,899,647
- Net increase / (decrease)
- $175,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mgroup Investment Advisor LLC | INVESTMENT ADVISOR | $29,152 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $20,179 | not reported in the loaded dataset | 2023 |
| Davis Bacon Pension Plans Inc | CONTRACT ADMIN | $19,781 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $537 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcclure & Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mill Creek, WA
- Mgroup Investment Advisor LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Davis Bacon Pension Plans Inc — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation