Mccoy-Rockford, Inc. 401(K) Retirement Plan — Form 5500 plan (Mccoy-Rockford, 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, Mccoy-Rockford, Inc. 401(K) Retirement Plan is a benefit plan reported by Mccoy-Rockford, Inc. under EIN 27-4402329 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $16,138,674 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.1MPlan net assets, end of year$16,138,674
Participants211Covered participants reported
Assets / participant$76.5KComputed: assets ÷ participants$76,487 (computed)
Provider compensation$58.6K2 Schedule C provider row(s)$58,556
- Plan sponsor
- Mccoy-Rockford, Inc.
- EIN
- 27-4402329
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240820051525NAL0001531027001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.1M total assets
Net assets$16.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,138,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,138,674
- Net assets (BOY)
- $13,550,152
Income & contributions
- Employer contributions
- $61,348
- Participant contributions
- $1,001,917
- Total contributions
- $1,111,469
- Total income / additions
- $3,269,741
Expenses & distributions
- Benefits paid
- $621,629
- Administrative expenses
- $58,556
- Total expenses
- $681,219
- Net increase / (decrease)
- $2,588,522
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
94%
Employer 6%Participant 94%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $35,738 | $0 | 2023 |
| Gallagher Benefit Services | CONSULTANT | $22,818 | $0 | 2023 |