Mcs Industries 401(K) Profit Sharing Plan — Form 5500 plan (Mcs Industries, Incorporated)

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, Mcs Industries 401(K) Profit Sharing Plan is a benefit plan reported by Mcs Industries, Incorporated under EIN 23-2125274 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $17,403,988 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcs Industries, Incorporated
EIN
23-2125274
Plan number
001
Plan type
2
Location
Easton, PA
Latest filing year
2023
Participants
218
End-of-year plan assets
$17,403,988

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241010121209NAL0020951185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,403,988
Total liabilities (EOY)
$0
Net assets (EOY)
$17,403,988
Net assets (BOY)
$14,785,104

Income & contributions

Employer contributions
$228,722
Participant contributions
$737,735
Total contributions
$966,457
Total income / additions
$3,476,480

Expenses & distributions

Benefits paid
$847,335
Administrative expenses
$10,261
Total expenses
$857,596
Net increase / (decrease)
$2,618,884

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mainline Private Wealth LLCINVESTMENT ADVISOR$5,000not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$4,011$02023
Congress Wealth Management LLCINVESTMENT ADVISOR$1,250not reported in the loaded dataset2023

Related Form 5500 pages