2023 Form 5500 filing — Mccarthy Retirement 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 20241003105605NAL0017526432001) for Mccarthy Retirement Savings Plan, reported by Morse Chevrolet, Inc. under EIN 48-0727552 and plan number 002. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003105605NAL0017526432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morse Chevrolet, Inc.
- EIN
- 48-0727552
- Plan number
- 002
- Location
- Olathe, KS
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,584,845
- Total liabilities (EOY)
- $13,924
- Net assets (EOY)
- $23,570,921
- Employer contributions
- $250,703
- Participant contributions
- $2,767,952
- Total income / additions
- $6,664,019
- Benefits paid
- $4,184,253
- Administrative expenses
- $151,053
- Total expenses
- $4,335,306
- Net increase / (decrease)
- $2,328,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $75,447 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | NONE | $38,833 | $0 |
| Mhm Retirement Plan Solutions | NONE | $29,565 | not reported in the loaded dataset |
| Uhy Llp | NONE | $7,208 | not reported in the loaded dataset |