2023 Form 5500 filing — Mcdougall And Sons, Inc. 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 20241015141638NAL0016597043001) for Mcdougall And Sons, Inc. Retirement Plan, reported by Mcdougall And Sons, Inc. under EIN 91-0978839 and plan number 001. It reports 1,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141638NAL0016597043001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mcdougall And Sons, Inc.
- EIN
- 91-0978839
- Plan number
- 001
- Location
- Wenatchee, WA
- Participants
- 1,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,742,122
- Total liabilities (EOY)
- $86,692
- Net assets (EOY)
- $26,655,430
- Employer contributions
- $938,994
- Participant contributions
- $1,452,747
- Total income / additions
- $5,549,448
- Benefits paid
- $2,347,465
- Administrative expenses
- $83,455
- Total expenses
- $2,430,920
- Net increase / (decrease)
- $3,118,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $47,905 | $0 |
| Pension Plan Specialists, Pc | TPA | $36,400 | $0 |
| Goetz Bailey & Yale Ps | AUDIT | $5,700 | not reported in the loaded dataset |