2023 Form 5500 filing — Mcelroy Group 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 20240916144009NAL0001623441001) for Mcelroy Group 401(K) Plan, reported by Mcelroy Truck Lines, Inc under EIN 63-0575574 and plan number 001. It reports 614 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)$8.8MReported net assets$8,786,564
Participants614
Provider compensation$15.7K2 Schedule C row(s)$15,740
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916144009NAL0001623441001
Plan sponsor
Mcelroy Truck Lines, Inc
EIN
63-0575574
Plan number
001
Location
Cuba, AL
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$287.5K
Participant$825.3K
Full reported line items
Total assets (EOY)
$8,786,564
Total liabilities (EOY)
$0
Net assets (EOY)
$8,786,564
Employer contributions
$287,458
Participant contributions
$825,325
Total income / additions
$2,325,434
Benefits paid
$1,128,319
Administrative expenses
$996
Total expenses
$1,129,315
Net increase / (decrease)
$1,196,119
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMIN · Direct $7.4K · Indirect $3.8K
  2. 2
    RECORDKEEPER · Direct $4.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916144009NAL0001623441001 cover?
It is the 2023 Form 5500 filing for Mcelroy Group 401(K) Plan, reported by Mcelroy Truck Lines, Inc (EIN 63-0575574).
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).

Related Form 5500 pages