Mcclymonds Supply & Transit Company, Inc. 401(K) Plan — Form 5500 plan (Mcclymonds Supply & Transit Company, 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, Mcclymonds Supply & Transit Company, Inc. 401(K) Plan is a benefit plan reported by Mcclymonds Supply & Transit Company, Inc. under EIN 25-1437635 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $34,303,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcclymonds Supply & Transit Company, Inc.
- EIN
- 25-1437635
- Plan number
- 001
- Plan type
- 2
- Location
- Portersville, PA
- Latest filing year
- 2023
- Participants
- 590
- End-of-year plan assets
- $34,303,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 590 | H, C | 20241015151717NAL0028902513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,303,106
- Net assets (EOY)
- $34,303,106
- Net assets (BOY)
- $29,447,051
Income & contributions
- Employer contributions
- $1,440,340
- Participant contributions
- $1,499,081
- Total contributions
- $2,982,691
- Total income / additions
- $7,613,602
Expenses & distributions
- Benefits paid
- $2,549,348
- Administrative expenses
- $158,941
- Total expenses
- $2,757,547
- Net increase / (decrease)
- $4,856,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs Wealth Mgt Adv. | INVESTMENT ADVISOR | $99,006 | not reported in the loaded dataset | 2023 |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $32,606 | not reported in the loaded dataset | 2023 |
| R.D. Hoag & Associates, LLC | PLAN AUDITOR | $14,867 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | PLAN CUSTODIAN/TRUSTEE | $12,462 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcclymonds Supply & Transit Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Portersville, PA
- Schneider Downs Wealth Mgt Adv. — Schedule C compensation
- Schneider Downs Ret. Solutions — Schedule C compensation
- R.D. Hoag & Associates, LLC — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation