2023 Form 5500 filing — Mccabe, Hamilton & Renny Company, Limited 401(K) Retirement Savings 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 20240827135306NAL0010967489001) for Mccabe, Hamilton & Renny Company, Limited 401(K) Retirement Savings Plan, reported by Mccabe, Hamilton & Renny Company, Limited under EIN 99-0148704 and plan number 004. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26MReported net assets$25,980,184

Participants357

Provider compensation$59.3K2 Schedule C row(s)$59,250

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240827135306NAL0010967489001
Plan sponsor: Mccabe, Hamilton & Renny Company, Limited
EIN: 99-0148704
Plan number: 004
Location: Honolulu, HI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26M total assets

Net assets$26MLiabilities—

Money in vs. money out

Total income / additions$6.2M

Total expenses$2.7M

Benefits paid / distributions$2.6M

Contributions

Employer$103.3K

Participant$2.4M

Full reported line items

Total assets (EOY): $25,980,184
Net assets (EOY): $25,980,184
Employer contributions: $103,283
Participant contributions: $2,416,308
Total income / additions: $6,249,080
Benefits paid: $2,625,397
Administrative expenses: $59,250
Total expenses: $2,684,647
Net increase / (decrease): $3,564,433

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Bank Of America Na$37.2K
INVESTMENT ADVISOR · Direct $37.2K
2
Transamerica Retirement Solutions$22.1K
RECORDKEEPER · Direct $22.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827135306NAL0010967489001 cover?: It is the 2023 Form 5500 filing for Mccabe, Hamilton & Renny Company, Limited 401(K) Retirement Savings Plan, reported by Mccabe, Hamilton & Renny Company, Limited (EIN 99-0148704).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).