2023 Form 5500 filing — Mccourt Equipment Safe Harbor 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 20250113095918NAL0018142209001) for Mccourt Equipment Safe Harbor 401k Plan, reported by Mccourt Equipment under EIN 74-2913583 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113095918NAL0018142209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccourt Equipment
- EIN
- 74-2913583
- Plan number
- 001
- Location
- La Grange, TX
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,227,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,227,905
- Employer contributions
- $440,870
- Participant contributions
- $623,747
- Total income / additions
- $2,054,036
- Benefits paid
- $139,654
- Administrative expenses
- $50,115
- Total expenses
- $200,407
- Net increase / (decrease)
- $1,853,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $22,812 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $22,614 | $0 |
| Alliance Benefit Group Of Houston | RECORDKEEPER | $3,500 | $226 |
| Mesirow Financial, Inc. | INVESMENT ADVISORY-PLAN | $1,189 | not reported in the loaded dataset |