2023 Form 5500 filing — The Mcguire 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 20241007125242NAL0027454896001) for The Mcguire Group 401(K) Plan, reported by The Mcguire Group under EIN 16-1294882 and plan number 001. It reports 4,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007125242NAL0027454896001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Mcguire Group
- EIN
- 16-1294882
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 4,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,916,461
- Net assets (EOY)
- $51,916,461
- Employer contributions
- $145,410
- Participant contributions
- $3,628,106
- Total income / additions
- $12,366,564
- Benefits paid
- $7,681,163
- Administrative expenses
- $130,302
- Total expenses
- $7,814,747
- Net increase / (decrease)
- $4,551,817
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $95,302 | $0 |
| Lawley Retirement Advisors, LLC | CONSULTANT | $35,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |