2023 Form 5500 filing — J. Bard Mclean, Inc. 401k Profit Sharing 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 20241108064302NAL0011270897001) for J. Bard Mclean, Inc. 401k Profit Sharing Plan, reported by J. Bard Mclean, Inc. under EIN 23-1734871 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241108064302NAL0011270897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. Bard Mclean, Inc.
- EIN
- 23-1734871
- Plan number
- 002
- Location
- Paoli, PA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,264,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,264,744
- Employer contributions
- $175,000
- Participant contributions
- $0
- Total income / additions
- $780,258
- Benefits paid
- $0
- Administrative expenses
- $22,182
- Total expenses
- $22,182
- Net increase / (decrease)
- $758,076
- Schedule source
- Schedule I