2023 Form 5500 filing — Macpherson Western Tool & Supply Co., Inc. 401(K) 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 20251014141212NAL0006353922001) for Macpherson Western Tool & Supply Co., Inc. 401(K) Plan, reported by Macpherson Western Tool & Supply Co., Inc. under EIN 94-1492715 and plan number 002. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014141212NAL0006353922001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macpherson Western Tool & Supply Co., Inc.
- EIN
- 94-1492715
- Plan number
- 002
- Location
- Tracy, CA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,259,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,259,170
- Employer contributions
- $83,908
- Participant contributions
- $831,277
- Total income / additions
- $2,586,998
- Benefits paid
- $618,470
- Administrative expenses
- $65,543
- Total expenses
- $684,013
- Net increase / (decrease)
- $1,902,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,597 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $17,191 |