2023 Form 5500 filing — Maclean-Fogg Company Profit Sharing And Savings 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 20241031081446NAL0002150960001) for Maclean-Fogg Company Profit Sharing And Savings Plan, reported by Maclean-Fogg Company under EIN 36-2431745 and plan number 003. It reports 4,771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031081446NAL0002150960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maclean-Fogg Company
- EIN
- 36-2431745
- Plan number
- 003
- Location
- Mundelein, IL
- Participants
- 4,771
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,696,939
- Total liabilities (EOY)
- $13,722
- Net assets (EOY)
- $197,683,217
- Employer contributions
- $4,127,813
- Participant contributions
- $10,834,515
- Total income / additions
- $48,431,258
- Benefits paid
- $16,969,726
- Administrative expenses
- $390,203
- Total expenses
- $17,359,929
- Net increase / (decrease)
- $31,071,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $259,179 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $90,192 | not reported in the loaded dataset |
| Sikich Llp | NONE | $20,830 | not reported in the loaded dataset |
| Prudential Ret Ins & Annuity Co | NONE | $17,401 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |