How many benefit plans does The Mcgregor Foundation report on Form 5500?

The Mcgregor Foundation (EIN 34-0714356) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Mcgregor Foundation?

The Employer Identification Number (EIN) reported for The Mcgregor Foundation is 34-0714356.

What is the latest Form 5500 filing year for The Mcgregor Foundation?

The latest loaded Form 5500 filing year for The Mcgregor Foundation is 2023.

The Mcgregor Foundation — 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, The Mcgregor Foundation (EIN 34-0714356) is a plan sponsor located in Cleveland, OH 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: 34-0714356
Location: Cleveland, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $6,218,733
Total reported liabilities (EOY): $7,492
Total reported net assets (EOY): $6,211,241

Contributions & income

Employer contributions: $224,993
Participant contributions: $708,522
Total income / additions: $2,024,664

Expenses & distributions

Benefits paid / distributions: $1,256,765
Total expenses: $1,311,883
Net increase / (decrease): $712,781

Coverage

Total reported participants: 918
Plans with financial statements: 1
Plans with provider compensation: 1

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

The Mcgregor Foundation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Mcgregor Retirement Savings Plan	003	509	$6,218,733	2023
The Mcgregor Foundation Employee Benefits Plan	502	409	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Mcgregor Foundation
Year	Plan	Participants	Schedules	Filing
2023	The Mcgregor Foundation Employee Benefits Plan	409	—	20240521134352NAL0002753185001
2023	The Mcgregor Retirement Savings Plan	509	H, C	20241010075119NAL0011278611001