Mccall Companies Defined Benefit Retirement Plan — Form 5500 plan (Mccall Enterprises, 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, Mccall Companies Defined Benefit Retirement Plan is a benefit plan reported by Mccall Enterprises, Inc. under EIN 93-0914599 and plan number 005. The latest loaded filing year is 2023. The filing reports 371 participants and $25,730,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mccall Enterprises, Inc.
- EIN
- 93-0914599
- Plan number
- 005
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $25,730,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20241003112349NAL0010472497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,730,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,730,491
- Net assets (BOY)
- $25,017,443
Income & contributions
- Employer contributions
- $500,000
- Total contributions
- $500,000
- Total income / additions
- $3,146,525
Expenses & distributions
- Benefits paid
- $2,303,787
- Administrative expenses
- $129,690
- Total expenses
- $2,433,477
- Net increase / (decrease)
- $713,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Consulting Group Inc | NONE | $38,980 | not reported in the loaded dataset | 2023 |
| Independent Actuaries, Inc. | NONE | $25,673 | not reported in the loaded dataset | 2023 |
| Geffen Mesher | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $10,104 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mccall Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Retirement Consulting Group Inc — Schedule C compensation
- Independent Actuaries, Inc. — Schedule C compensation
- Geffen Mesher — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation