L . D. Mccauley/Mcgard Retirement Plan — Form 5500 plan (Mcgard LLC)
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, L . D. Mccauley/Mcgard Retirement Plan is a benefit plan reported by Mcgard LLC under EIN 20-2374195 and plan number 001. The latest loaded filing year is 2023. The filing reports 803 participants and $53,321,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcgard LLC
- EIN
- 20-2374195
- Plan number
- 001
- Plan type
- 2
- Location
- Orchard Park, NY
- Latest filing year
- 2023
- Participants
- 803
- End-of-year plan assets
- $53,321,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 803 | H, C | 20241007104034NAL0015941057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,321,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,321,365
- Net assets (BOY)
- $48,191,816
Income & contributions
- Employer contributions
- $1,044,328
- Participant contributions
- $2,302,109
- Total contributions
- $3,428,191
- Total income / additions
- $11,328,479
Expenses & distributions
- Benefits paid
- $6,099,388
- Administrative expenses
- $67,642
- Total expenses
- $6,198,930
- Net increase / (decrease)
- $5,129,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $67,592 | $0 | 2023 |