2023 Form 5500 filing — Mcgregor Metalworking Companies 401(K) Profit Sharing 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 20241011090635NAL0010752515001) for Mcgregor Metalworking Companies 401(K) Profit Sharing Plan, reported by Mcgregor Metal Holdings LLC under EIN 87-4103294 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090635NAL0010752515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcgregor Metal Holdings LLC
- EIN
- 87-4103294
- Plan number
- 001
- Location
- Springfield, OH
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,125,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,125,233
- Employer contributions
- $145,881
- Participant contributions
- $729,429
- Total income / additions
- $2,395,559
- Benefits paid
- $2,102,232
- Administrative expenses
- $15,916
- Total expenses
- $2,156,540
- Net increase / (decrease)
- $239,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Consolidated Financial Mgmt Group L | INVESTMENT ADVISOR | $16,796 | not reported in the loaded dataset |
| Clark Schaefer Hackett | CONTRACT ADMIN | $5,256 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $2,762 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |