2023 Form 5500 filing — Mccormick Equipment Company, Inc. Retirement 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 20240909134225NAL0002803475001) for Mccormick Equipment Company, Inc. Retirement Plan, reported by Mccormick Equipment Company, Inc. under EIN 31-0674071 and plan number 002. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909134225NAL0002803475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccormick Equipment Company, Inc.
- EIN
- 31-0674071
- Plan number
- 002
- Location
- Loveland, OH
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,285,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,285,130
- Employer contributions
- $503,728
- Participant contributions
- $1,821,561
- Total income / additions
- $5,117,890
- Benefits paid
- $970,815
- Administrative expenses
- $92,066
- Total expenses
- $1,062,881
- Net increase / (decrease)
- $4,055,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Financial Bank | NONE | $54,146 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $37,918 | $4,400 |