2023 Form 5500 filing — Mcgohan Brabender Agency Inc. Employee Stock Ownership 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 20240913045251NAL0011174145001) for Mcgohan Brabender Agency Inc. Employee Stock Ownership Plan, reported by Mcgohan Brabender Agency Inc. under EIN 31-1191330 and plan number 002. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.8MReported net assets$8,824,662
Participants203
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240913045251NAL0011174145001
Plan sponsor
Mcgohan Brabender Agency Inc.
EIN
31-1191330
Plan number
002
Location
Dayton, OH
Received date
not reported in the loaded dataset
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)$11.6M total assets
Net assets$8.8MLiabilities$2.8M
Money in vs. money out
Total income / additions$3.2M
Total expenses$255.6K
Benefits paid / distributions$163.6K
Contributions
Employer$1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$11,641,320
Total liabilities (EOY)
$2,816,658
Net assets (EOY)
$8,824,662
Employer contributions
$1,014,715
Total income / additions
$3,194,463
Benefits paid
$163,615
Administrative expenses
$0
Total expenses
$255,648
Net increase / (decrease)
$2,938,815

Related Form 5500 pages