2023 Form 5500 filing — Mcdonald Hopkins LLC 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 20250422093609NAL0004168929001) for Mcdonald Hopkins LLC Profit Sharing Plan, reported by Mcdonald Hopkins LLC under EIN 34-1059058 and plan number 003. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250422093609NAL0004168929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcdonald Hopkins LLC
- EIN
- 34-1059058
- Plan number
- 003
- Location
- Cleveland, OH
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,260,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,260,407
- Employer contributions
- $3,323,352
- Participant contributions
- $3,364,518
- Total income / additions
- $33,147,912
- Benefits paid
- $8,198,414
- Administrative expenses
- $194,829
- Total expenses
- $8,393,243
- Net increase / (decrease)
- $24,754,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ancora Retirement Plan Advisors, In | ADVISOR | $133,442 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $54,262 | $0 |
| Newport Trust Company | TRUSTEE | $7,125 | $0 |