2023 Form 5500 filing — Trish Mcevoy Ltd. 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 20241015113837NAL0014505283001) for Trish Mcevoy Ltd. 401(K) Plan, reported by Trish Mcevoy Ltd. under EIN 13-3085262 and plan number 001. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113837NAL0014505283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trish Mcevoy Ltd.
- EIN
- 13-3085262
- Plan number
- 001
- Location
- Carlstadt, NJ
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,098,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,098,574
- Participant contributions
- $635,261
- Total income / additions
- $1,683,118
- Benefits paid
- $291,131
- Administrative expenses
- $5,538
- Total expenses
- $322,384
- Net increase / (decrease)
- $1,360,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $5,538 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |