Macpherson Western Tool & Supply Co., Inc. 401(K) Plan — Form 5500 plan (Macpherson Western Tool & Supply Co., 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, Macpherson Western Tool & Supply Co., Inc. 401(K) Plan is a benefit plan reported by Macpherson Western Tool & Supply Co., Inc. under EIN 94-1492715 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $10,259,170 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Macpherson Western Tool & Supply Co., Inc.
EIN
94-1492715
Plan number
002
Plan type
2
Location
Tracy, CA
Latest filing year
2023
Participants
277
End-of-year plan assets
$10,259,170

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20251014141212NAL0006353922001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,259,170
Total liabilities (EOY)
$0
Net assets (EOY)
$10,259,170
Net assets (BOY)
$8,356,185

Income & contributions

Employer contributions
$83,908
Participant contributions
$831,277
Total contributions
$1,173,001
Total income / additions
$2,586,998

Expenses & distributions

Benefits paid
$618,470
Administrative expenses
$65,543
Total expenses
$684,013
Net increase / (decrease)
$1,902,985

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$65,597$02023
Principal Securities IncOTHER SERVICES$0$17,1912023

Related Form 5500 pages