2023 Form 5500 filing — Mcfarlane Incentive Savings And 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 20241014141709NAL0013435363003) for Mcfarlane Incentive Savings And Profit Sharing Plan, reported by Mcfarlane Manufacturing Company, Inc. under EIN 39-1046249 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141709NAL0013435363003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcfarlane Manufacturing Company, Inc.
- EIN
- 39-1046249
- Plan number
- 001
- Location
- Sauk City, WI
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,095,542
- Net assets (EOY)
- $25,095,542
- Employer contributions
- $237,790
- Participant contributions
- $745,792
- Total income / additions
- $4,884,591
- Benefits paid
- $1,939,170
- Administrative expenses
- $54,926
- Total expenses
- $2,003,959
- Net increase / (decrease)
- $2,880,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $20,776 | $0 |
| Engelson & Associates, Ltd | ACCOUNTANT | $9,150 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |