2023 Form 5500 filing — Mcclymonds Supply & Transit Company, Inc. 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 20241015151717NAL0028902513001) for Mcclymonds Supply & Transit Company, Inc. 401(K) Plan, reported by Mcclymonds Supply & Transit Company, Inc. under EIN 25-1437635 and plan number 001. It reports 590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151717NAL0028902513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcclymonds Supply & Transit Company, Inc.
- EIN
- 25-1437635
- Plan number
- 001
- Location
- Portersville, PA
- Participants
- 590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,303,106
- Net assets (EOY)
- $34,303,106
- Employer contributions
- $1,440,340
- Participant contributions
- $1,499,081
- Total income / additions
- $7,613,602
- Benefits paid
- $2,549,348
- Administrative expenses
- $158,941
- Total expenses
- $2,757,547
- Net increase / (decrease)
- $4,856,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schneider Downs Wealth Mgt Adv. | INVESTMENT ADVISOR | $99,006 | not reported in the loaded dataset |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $32,606 | not reported in the loaded dataset |
| R.D. Hoag & Associates, LLC | PLAN AUDITOR | $14,867 | not reported in the loaded dataset |
| Charles Schwab Trust Company | PLAN CUSTODIAN/TRUSTEE | $12,462 | $0 |