2023 Form 5500 filing — Mcnational 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 20241015142342NAL0056646050001) for Mcnational 401(K) Plan, reported by Mcnational, Inc. under EIN 31-1235314 and plan number 001. It reports 784 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142342NAL0056646050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcnational, Inc.
- EIN
- 31-1235314
- Plan number
- 001
- Location
- South Point, OH
- Participants
- 784
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,364,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,364,794
- Employer contributions
- $577,318
- Participant contributions
- $1,484,060
- Total income / additions
- $4,752,498
- Benefits paid
- $1,771,414
- Administrative expenses
- $29,910
- Total expenses
- $1,801,324
- Net increase / (decrease)
- $2,951,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | SERVICE PROVIDER | $0 | $38,861 |
| Voya Insurance And Annuity Co | INVESTMENT ADVISORY | $9,506 | not reported in the loaded dataset |
| Morningstar Investment Management | INVESTMENT ADVISORY | $9,506 | not reported in the loaded dataset |
| Cbiz Benefits And Insurance | TPA | $0 | $9,453 |