Plan5500

Mcr Donuts Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mcr Donuts, Inc.)

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, Mcr Donuts Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mcr Donuts, Inc. under EIN 06-1432375 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,386,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcr Donuts, Inc.
EIN
06-1432375
Plan number
001
Plan type
2
Location
Naugatuck, CT
Latest filing year
2023
Participants
166
End-of-year plan assets
$5,386,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240711080126NAL0010185811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,386,443
Net assets (EOY)
$5,386,443
Net assets (BOY)
$4,312,390

Income & contributions

Employer contributions
$154,369
Participant contributions
$259,673
Total contributions
$417,103
Total income / additions
$1,272,185

Expenses & distributions

Benefits paid
$129,419
Administrative expenses
$68,713
Total expenses
$198,132
Net increase / (decrease)
$1,074,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$40,483not reported in the loaded dataset2023
Compass 360, LLCRECORDKEEPER$17,732$472023
Merrill Lynch Life Agency, Inc.INVESTMENT AD VISORY$14,966not reported in the loaded dataset2023

Related Form 5500 pages