2023 Form 5500 filing — Mcgee Toyota/Dodge Employee Retirement 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 20241015103924NAL0028089473001) for Mcgee Toyota/Dodge Employee Retirement Plan, reported by Mcgee Motor Cars, Inc. D/B/A Mcgee Toyota under EIN 04-2547653 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103924NAL0028089473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcgee Motor Cars, Inc. D/B/A Mcgee Toyota
- EIN
- 04-2547653
- Plan number
- 001
- Location
- Hanover, MA
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,428,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,428,477
- Employer contributions
- $0
- Participant contributions
- $772,844
- Total income / additions
- $2,328,722
- Benefits paid
- $765,448
- Administrative expenses
- $31,183
- Total expenses
- $873,566
- Net increase / (decrease)
- $1,455,156
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,357 | $0 |
| Capfinancial Partners, LLC | CONSULTANT | $14,682 | not reported in the loaded dataset |