Mccarl'S Retirement Savings Plan — Form 5500 plan (Mccarl'S 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, Mccarl'S Retirement Savings Plan is a benefit plan reported by Mccarl'S LLC under EIN 25-0955049 and plan number 003. The latest loaded filing year is 2023. The filing reports 196 participants and $10,648,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mccarl'S LLC
- EIN
- 25-0955049
- Plan number
- 003
- Plan type
- 2
- Location
- Beaver Falls, PA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $10,648,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241015143942NAL0028795537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,648,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,648,567
- Net assets (BOY)
- $13,249,000
Income & contributions
- Employer contributions
- $191,363
- Participant contributions
- $648,038
- Total contributions
- $925,522
- Total income / additions
- $2,825,275
Expenses & distributions
- Benefits paid
- $5,370,471
- Administrative expenses
- $55,237
- Total expenses
- $5,425,708
- Net increase / (decrease)
- -$2,600,433
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $2,141 | $0 | 2023 |