J. Bard Mclean, Inc. 401k Profit Sharing Plan — Form 5500 plan (J. Bard Mclean, 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, J. Bard Mclean, Inc. 401k Profit Sharing Plan is a benefit plan reported by J. Bard Mclean, Inc. under EIN 23-1734871 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $5,264,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. Bard Mclean, Inc.
- EIN
- 23-1734871
- Plan number
- 002
- Plan type
- 2
- Location
- Paoli, PA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $5,264,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241108064302NAL0011270897001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,264,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,264,744
- Net assets (BOY)
- $4,506,668
Income & contributions
- Employer contributions
- $175,000
- Participant contributions
- $0
- Total income / additions
- $780,258
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $22,182
- Total expenses
- $22,182
- Net increase / (decrease)
- $758,076
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.