Mclane Middleton 401(K) Plan — Form 5500 plan (Mclane Middleton, Professional Association)

Plain-English plan 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, Mclane Middleton 401(K) Plan is a benefit plan reported by Mclane Middleton, Professional Association under EIN 02-0325043 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $75,082,259 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mclane Middleton, Professional Association
EIN
02-0325043
Plan number
002
Plan type
2
Location
Manchester, NH
Latest filing year
2023
Participants
295
End-of-year plan assets
$75,082,259

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20240904202336NAL0037179168001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,082,259
Total liabilities (EOY)
$0
Net assets (EOY)
$75,082,259
Net assets (BOY)
$61,336,165

Income & contributions

Employer contributions
$2,112,000
Participant contributions
$2,901,740
Total contributions
$6,362,737
Total income / additions
$18,477,020

Expenses & distributions

Benefits paid
$4,661,327
Administrative expenses
$68,785
Total expenses
$4,730,926
Net increase / (decrease)
$13,746,094

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,871$02023
Dimeo Schneider & Associates LLCCONSULTANT$22,888not reported in the loaded dataset2023

Related Form 5500 pages