Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan — Form 5500 plan (Charles Mcrae Management Company)
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, Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan is a benefit plan reported by Charles Mcrae Management Company under EIN 11-3703503 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $663,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles Mcrae Management Company
- EIN
- 11-3703503
- Plan number
- 001
- Plan type
- 2
- Location
- Darien, IL
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $663,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241004131200NAL0012244161006 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $663,007
- Net assets (EOY)
- $663,007
- Net assets (BOY)
- $617,792
Income & contributions
- Employer contributions
- $3,400
- Total income / additions
- $57,088
Expenses & distributions
- Benefits paid
- $11,873
- Total expenses
- $11,873
- Net increase / (decrease)
- $45,215
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.