2023 Form 5500 filing — Bendett & Mchugh, P.C. 401k 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 20241015210958NAL0030927313001) for Bendett & Mchugh, P.C. 401k Plan, reported by Bendett & Mchugh, P.C. under EIN 06-1392870 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants164

Provider compensation$42.1K3 Schedule C row(s)$42,090

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015210958NAL0030927313001
Plan sponsor: Bendett & Mchugh, P.C.
EIN: 06-1392870
Plan number: 001
Location: Farmington, CT
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$947.7K

Total expenses$9.1M

Benefits paid / distributions$9.1M

Contributions

Employer-$1

Participant$304K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: -$1
Participant contributions: $303,992
Total income / additions: $947,723
Benefits paid: $9,058,880
Administrative expenses: $42,090
Total expenses: $9,118,444
Net increase / (decrease): -$8,170,721

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Ubs Financial Services, Inc.$31.8K
INVESTMENT/FINANCIAL ADVI · Direct $31.8K · Indirect $0
2
Adp, Inc.$10.3K
RECORD KEEPER · Direct $10.3K · Indirect $0
3
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015210958NAL0030927313001 cover?: It is the 2023 Form 5500 filing for Bendett & Mchugh, P.C. 401k Plan, reported by Bendett & Mchugh, P.C. (EIN 06-1392870).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).