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, Macdonald, Illig, Jones & Britton 401(K) Retirement Plan is a benefit plan reported by Macdonald, Illig, Jones & Britton Llp under EIN 25-0918810 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $76,393,386 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,393,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,393,386
- Net assets (BOY)
- $65,901,897
Income & contributions
- Employer contributions
- $1,192,729
- Participant contributions
- $689,393
- Total contributions
- $1,882,122
- Total income / additions
- $13,656,471
Expenses & distributions
- Benefits paid
- $3,161,213
- Administrative expenses
- $3,769
- Total expenses
- $3,164,982
- Net increase / (decrease)
- $10,491,489