2023 Form 5500 filing — Mcgeorge Car Company, Inc. Retirement Savings 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 20241014163623NAL0026729377001) for Mcgeorge Car Company, Inc. Retirement Savings Plan, reported by David R. Mcgeorge Car Company, Inco under EIN 54-0584491 and plan number 002. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants385
Provider compensation$109.1K6 Schedule C row(s)$109,125
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014163623NAL0026729377001
- Plan sponsor
- David R. Mcgeorge Car Company, Inco
- EIN
- 54-0584491
- Plan number
- 002
- Location
- Richmond, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $324,056
- Benefits paid
- $8,699,466
- Administrative expenses
- $4,720
- Total expenses
- $8,704,186
- Net increase / (decrease)
- -$8,380,130
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $35,047 | $9,566 |
| Rbc Capital Markets Corp, LLC | FINANCIAL ADVISOR | $39,538 | not reported in the loaded dataset |
| Futureplan By Ascensus | CONTRACT ADMIN | $20,118 | not reported in the loaded dataset |
| Rbc Capital Markets Corp, LLC | FINANCIAL ADVISOR | $4,306 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $550 | $0 |
| Futureplan By Ascensus | CONTRACT ADMIN | $0 | not reported in the loaded dataset |