2023 Form 5500 filing — Mccurley 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 20241015084502NAL0048532528001) for Mccurley Employees 401(K) Plan, reported by Mccurley Integrity Dealerships, LLC under EIN 27-1512348 and plan number 003. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084502NAL0048532528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccurley Integrity Dealerships, LLC
- EIN
- 27-1512348
- Plan number
- 003
- Location
- Pasco, WA
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,799,403
- Total liabilities (EOY)
- $45,152
- Net assets (EOY)
- $16,754,251
- Employer contributions
- $456,367
- Participant contributions
- $953,232
- Total income / additions
- $3,910,488
- Benefits paid
- $1,081,269
- Administrative expenses
- $43,106
- Total expenses
- $1,124,375
- Net increase / (decrease)
- $2,786,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hfg Trust LLC | NONE | $19,777 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | NONE | $15,539 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $7,790 | $0 |