2023 Form 5500 filing — Mclean Mortgage Corp. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240216083814NAL0000572291001) for Mclean Mortgage Corp. 401(K) Plan, reported by Mclean Mortgage Corporation under EIN 41-2259092 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240216083814NAL0000572291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mclean Mortgage Corporation
- EIN
- 41-2259092
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $87,014
- Participant contributions
- $305,338
- Total income / additions
- $2,005,926
- Benefits paid
- $20,934,807
- Administrative expenses
- $62,110
- Total expenses
- $21,031,391
- Net increase / (decrease)
- -$19,025,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Richey, May & Co., Llp | ACCOUNTANT/AUDITOR | $18,700 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,322 | $0 |
| Creative Planning LLC | ADVISOR | $16,006 | not reported in the loaded dataset |
| Sheppard Mullin Richter & Hampton | ATTORNEY/LEGAL | $6,130 | not reported in the loaded dataset |