Plan5500

Mccormick Barstow 401(K) Retirement Plan — Form 5500 plan (Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp)

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, Mccormick Barstow 401(K) Retirement Plan is a benefit plan reported by Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp under EIN 94-1262506 and plan number 005. The latest loaded filing year is 2023. The filing reports 289 participants and $100,604,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp
EIN
94-1262506
Plan number
005
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
289
End-of-year plan assets
$100,604,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20241014113808NAL0045818480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,604,818
Total liabilities (EOY)
$0
Net assets (EOY)
$100,604,818
Net assets (BOY)
$85,140,406

Income & contributions

Employer contributions
$2,468,656
Participant contributions
$1,311,313
Total contributions
$3,794,174
Total income / additions
$18,945,526

Expenses & distributions

Benefits paid
$3,218,337
Administrative expenses
$262,777
Total expenses
$3,481,114
Net increase / (decrease)
$15,464,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Carlson Quinn & Associates, Inc.TPA$63,699$37,6542023
Charles SchwabINVESTMENT ADVISOR$100,508not reported in the loaded dataset2023
Wells FargoINVESTMENT ADVISOR$25,239not reported in the loaded dataset2023
Wells FargoINVESTMENT ADVISOR$23,207not reported in the loaded dataset2023
Wells FargoINVESTMENT ADVISOR$19,760not reported in the loaded dataset2023

Related Form 5500 pages