2023 Form 5500 filing — Mcrae'S U.S. Mail Service, Inc. 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 20240924090343NAL0025742210001) for Mcrae'S U.S. Mail Service, Inc. 401(K) Plan, reported by Mcraes U.S. Mail Service, Inc. under EIN 39-1745087 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924090343NAL0025742210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcraes U.S. Mail Service, Inc.
- EIN
- 39-1745087
- Plan number
- 001
- Location
- Richfield, WI
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,414,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,414,968
- Employer contributions
- $1,109,144
- Participant contributions
- $181,180
- Total income / additions
- $1,804,577
- Benefits paid
- $1,345,057
- Administrative expenses
- $61,169
- Total expenses
- $1,406,226
- Net increase / (decrease)
- $398,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $22,706 | $0 |
| Assuredpartners Capital Inc. | INVESTMENT ADVISOR | $13,992 | not reported in the loaded dataset |
| Premier Retirement Partners | NONE | $10,891 | not reported in the loaded dataset |
| Alliance Benefit Group Wisconsin Ll | NONE | $6,387 | not reported in the loaded dataset |
| Bas Partners | AUDITOR | $3,100 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | NONE | $1,520 | not reported in the loaded dataset |
| Empower Advisory Group LLC | NONE | $1,303 | not reported in the loaded dataset |
| Ifp Advisors Inc Dba Independent Fi | NONE | $1,215 | not reported in the loaded dataset |