Plan5500

The Mcguire Group 401(K) Plan — Form 5500 plan (The Mcguire Group)

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, The Mcguire Group 401(K) Plan is a benefit plan reported by The Mcguire Group under EIN 16-1294882 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,325 participants and $51,916,461 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mcguire Group
EIN
16-1294882
Plan number
001
Plan type
3
Location
Buffalo, NY
Latest filing year
2023
Participants
4,325
End-of-year plan assets
$51,916,461

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,325H, C20241007125242NAL0027454896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,916,461
Net assets (EOY)
$51,916,461
Net assets (BOY)
$45,705,413

Income & contributions

Employer contributions
$145,410
Participant contributions
$3,628,106
Total contributions
$4,041,019
Total income / additions
$12,366,564

Expenses & distributions

Benefits paid
$7,681,163
Administrative expenses
$130,302
Total expenses
$7,814,747
Net increase / (decrease)
$4,551,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$95,302$02023
Lawley Retirement Advisors, LLCCONSULTANT$35,000not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages