2023 Form 5500 filing — Mccall Companies Defined Benefit Retirement 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 20241003112349NAL0010472497001) for Mccall Companies Defined Benefit Retirement Plan, reported by Mccall Enterprises, Inc. under EIN 93-0914599 and plan number 005. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003112349NAL0010472497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccall Enterprises, Inc.
- EIN
- 93-0914599
- Plan number
- 005
- Location
- Portland, OR
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,730,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,730,491
- Employer contributions
- $500,000
- Total income / additions
- $3,146,525
- Benefits paid
- $2,303,787
- Administrative expenses
- $129,690
- Total expenses
- $2,433,477
- Net increase / (decrease)
- $713,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Consulting Group Inc | NONE | $38,980 | not reported in the loaded dataset |
| Independent Actuaries, Inc. | NONE | $25,673 | not reported in the loaded dataset |
| Geffen Mesher | NONE | $17,500 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $10,104 | not reported in the loaded dataset |