2023 Form 5500 filing — Mcnally Industries, LLC 401(K) 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 20240919161924NAL0006198609001) for Mcnally Industries, LLC 401(K) Savings Plan, reported by Mcnally Industries, LLC under EIN 81-2978162 and plan number 001. It reports 121 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)$7.5MReported net assets$7,494,099
Participants121
Provider compensation$51K4 Schedule C row(s)$51,026
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919161924NAL0006198609001
- Plan sponsor
- Mcnally Industries, LLC
- EIN
- 81-2978162
- Plan number
- 001
- Location
- Grantsburg, WI
- 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)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,494,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,494,099
- Employer contributions
- $224,015
- Participant contributions
- $506,029
- Total income / additions
- $1,768,824
- Benefits paid
- $216,708
- Administrative expenses
- $36,345
- Total expenses
- $256,172
- Net increase / (decrease)
- $1,512,652
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $28,352 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,611 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,063 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | OTHER | $0 | not reported in the loaded dataset |