2023 Form 5500 filing — Mccreary Modern, Inc. Employees' 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 20241011114856NAL0010881299001) for Mccreary Modern, Inc. Employees' 401(K) Plan, reported by Mccreary Modern, Inc. under EIN 56-1497443 and plan number 001. It reports 949 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114856NAL0010881299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccreary Modern, Inc.
- EIN
- 56-1497443
- Plan number
- 001
- Location
- Newton, NC
- Participants
- 949
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,927,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,927,265
- Employer contributions
- $541,958
- Participant contributions
- $2,288,445
- Total income / additions
- $9,920,103
- Benefits paid
- $4,404,789
- Administrative expenses
- $186,526
- Total expenses
- $4,649,598
- Net increase / (decrease)
- $5,270,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $98,009 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,517 | $0 |