Mcgill, Power, Bell & Associates, Llp 401(K) And Profit Sharing Plan — Form 5500 plan (Mcgill, Power, Bell & Associates, Llp)
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, Mcgill, Power, Bell & Associates, Llp 401(K) And Profit Sharing Plan is a benefit plan reported by Mcgill, Power, Bell & Associates, Llp under EIN 25-1031405 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $10,388,712 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcgill, Power, Bell & Associates, Llp
- EIN
- 25-1031405
- Plan number
- 001
- Plan type
- 2
- Location
- Meadville, PA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $10,388,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241008102120NAL0033353458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,388,712
- Total liabilities (EOY)
- $70
- Net assets (EOY)
- $10,388,642
- Net assets (BOY)
- $9,544,271
Income & contributions
- Employer contributions
- $348,875
- Participant contributions
- $699,575
- Total contributions
- $1,115,378
- Total income / additions
- $2,205,923
Expenses & distributions
- Benefits paid
- $1,275,093
- Administrative expenses
- $86,459
- Total expenses
- $1,361,552
- Net increase / (decrease)
- $844,371
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wedgewood Investors Inc. | NONE | $62,737 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $18,499 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $5,223 | $0 | 2023 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 | 2023 |
| Thompson Investment Inc | NONE | $0 | $0 | 2023 |
| Guggenheim Partners Investment Mgmt | NONE | $0 | $0 | 2023 |
| Doubleline Capital Lp | NONE | $0 | $0 | 2023 |
| Loomis, Sayles & Company Lp | NONE | $0 | $0 | 2023 |
| Columbia Mangmt Investment Advisors | NONE | $0 | $0 | 2023 |
| Glenmede Investment , Lp | NONE | $0 | $0 | 2023 |
| Parnassus Investments | NONE | $0 | $0 | 2023 |
| Carillon Tower Advisors, Inc. | NONE | $0 | $0 | 2023 |
| Kornitzer Capital Inc | NONE | $0 | $0 | 2023 |
| Boston Trust Investment , Inc. | NONE | $0 | $0 | 2023 |
| American Beacon Advisors Inc | NONE | $0 | $0 | 2023 |
| Mirova Us LLC | NONE | $0 | $0 | 2023 |
| Cohen & Steers Capital Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcgill, Power, Bell & Associates, Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Meadville, PA
- Wedgewood Investors Inc. — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Lord, Abbett & Co LLC — Schedule C compensation
- Thompson Investment Inc — Schedule C compensation
- Guggenheim Partners Investment Mgmt — Schedule C compensation
- Doubleline Capital Lp — Schedule C compensation
- Loomis, Sayles & Company Lp — Schedule C compensation
- Columbia Mangmt Investment Advisors — Schedule C compensation
- Glenmede Investment , Lp — Schedule C compensation
- Parnassus Investments — Schedule C compensation
- Carillon Tower Advisors, Inc. — Schedule C compensation
- Kornitzer Capital Inc — Schedule C compensation
- Boston Trust Investment , Inc. — Schedule C compensation
- American Beacon Advisors Inc — Schedule C compensation
- Mirova Us LLC — Schedule C compensation
- Cohen & Steers Capital Inc — Schedule C compensation