D & A Mcrae Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, D & A Mcrae Inc (EIN 26-3454962) is a plan sponsor located in Sigurd, UT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-3454962
Location
Sigurd, UT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,280,054
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,280,054

Contributions & income

Employer contributions
$251,549
Participant contributions
$383,548
Total income / additions
$1,095,526

Expenses & distributions

Benefits paid / distributions
$446,597
Total expenses
$485,521
Net increase / (decrease)
$610,005

Coverage

Total reported participants
356
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

D & A Mcrae Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
D & A Mcrae, Inc. 401(K) Plan001152$3,280,0542023
D & A Mcrae Inc Health And Welfare Wrap Plan505204not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for D & A Mcrae Inc
YearPlanParticipantsSchedulesFiling
2023D & A Mcrae, Inc. 401(K) Plan152H, C20240930143956NAL0005663105001
2023D & A Mcrae Inc Health And Welfare Wrap Plan204C20250226185833NAL0002364080001

Related Form 5500 pages