2023 Form 5500 filing — The Mcdaniel Partners Incorporated 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 20241015170027NAL0016926339001) for The Mcdaniel Partners Incorporated Retirement Plan, reported by The Mcdaniel Partners, Incorporated under EIN 87-1333310 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015170027NAL0016926339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mcdaniel Partners, Incorporated
- EIN
- 87-1333310
- Plan number
- 001
- Location
- Ofallon, MO
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,044
- Net assets (EOY)
- $167,044
- Total income / additions
- -$226,151
- Total expenses
- $0
- Net increase / (decrease)
- -$226,151
- Schedule source
- Schedule I