Mclin & Burnsed, P.A. — 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, Mclin & Burnsed, P.A. (EIN 59-1275664) is a plan sponsor located in Leesburg, FL 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
59-1275664
Location
Leesburg, FL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,761,307
Total reported liabilities (EOY)
$2
Total reported net assets (EOY)
$3,761,305

Contributions & income

Employer contributions
$99,625
Participant contributions
$95,721
Total income / additions
$818,213

Expenses & distributions

Benefits paid / distributions
$46,787
Total expenses
$78,594
Net increase / (decrease)
$739,619

Coverage

Total reported participants
24
Plans with financial statements
1
Plans with provider compensation
0

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

Mclin & Burnsed, P.A. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mclin & Burnsed, P.A. Profit Sharing Plan00424$3,761,3072023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mclin & Burnsed, P.A.
YearPlanParticipantsSchedulesFiling
2023Mclin & Burnsed, P.A. Profit Sharing Plan24I20240827101217NAL0010474865001

Related Form 5500 pages