Flood, Bumstead, Mccready, & Mccarthy, 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, Flood, Bumstead, Mccready, & Mccarthy, Inc. (EIN 62-1524828) is a plan sponsor located in Nashville, TN with 2 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
62-1524828
Location
Nashville, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,260,131
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,260,131

Contributions & income

Employer contributions
$563,170
Participant contributions
$987,694
Total income / additions
$3,631,463

Expenses & distributions

Benefits paid / distributions
$620,844
Total expenses
$655,208
Net increase / (decrease)
$2,976,255

Coverage

Total reported participants
340
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

Flood, Bumstead, Mccready, & Mccarthy, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Flood, Bumstead, Mccready, & Mccarthy, Inc. 401(K) Profit Sharing Plan And Trust002171$13,260,1312023
Flood, Bumstead, Mccready & Mccarthy, Inc. Welfare Benefit Plan501169not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Flood, Bumstead, Mccready, & Mccarthy, Inc.
YearPlanParticipantsSchedulesFiling
2023Flood, Bumstead, Mccready & Mccarthy, Inc. Welfare Benefit Plan169C20240515163405NAL0049551553001
2023Flood, Bumstead, Mccready, & Mccarthy, Inc. 401(K) Profit Sharing Plan And Trust171H, C20241007104328NAL0007496611001

Related Form 5500 pages