Mcguff Company Inc 401(K) Profit Sharing Plan — Form 5500 plan (Mcguff Company Inc 401(K) Profit Sharing Plan)
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, Mcguff Company Inc 401(K) Profit Sharing Plan is a benefit plan reported by Mcguff Company Inc 401(K) Profit Sharing Plan under EIN 95-3797134 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $8,751,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcguff Company Inc 401(K) Profit Sharing Plan
- EIN
- 95-3797134
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $8,751,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240903133025NAL0009213715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,751,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,751,354
- Net assets (BOY)
- $8,809,591
Income & contributions
- Employer contributions
- $137,877
- Participant contributions
- $504,057
- Total contributions
- $641,934
- Total income / additions
- $2,300,225
Expenses & distributions
- Benefits paid
- $2,320,912
- Administrative expenses
- $28,040
- Total expenses
- $2,358,462
- Net increase / (decrease)
- -$58,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wright Ford Young & Co | AUDITOR | $12,500 | $0 | 2023 |
| Lincoln National Corporation | RECORDKEEPER | $11,346 | $0 | 2023 |
| Benefit Equity, Inc | TPA | $8,356 | $0 | 2023 |
| Woodbury Financial | FINACIAL ADVISOR | $5,817 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcguff Company Inc 401(K) Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Wright Ford Young & Co — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Benefit Equity, Inc — Schedule C compensation
- Woodbury Financial — Schedule C compensation