Mcgrath Rentcorp Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Mcgrath Rentcorp)

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, Mcgrath Rentcorp Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Mcgrath Rentcorp under EIN 94-2579843 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,419 participants and $123,760,867 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcgrath Rentcorp
EIN
94-2579843
Plan number
001
Plan type
2
Location
Livermore, CA
Latest filing year
2023
Participants
1,419
End-of-year plan assets
$123,760,867

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,419H, C20240612111502NAL0029180753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$123,760,867
Total liabilities (EOY)
$28,483
Net assets (EOY)
$123,732,384
Net assets (BOY)
$102,820,676

Income & contributions

Employer contributions
$3,054,102
Participant contributions
$6,616,596
Total contributions
$11,877,226
Total income / additions
$31,199,650

Expenses & distributions

Benefits paid
$10,179,767
Administrative expenses
$112,692
Total expenses
$10,287,942
Net increase / (decrease)
$20,911,708

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$113,685not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$121$02023

Related Form 5500 pages