Robert Mccabe Company Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Robert Mccabe 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, Robert Mccabe Company Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Robert Mccabe Company Inc under EIN 31-1126383 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $5,978,159 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert Mccabe Company Inc
- EIN
- 31-1126383
- Plan number
- 001
- Plan type
- 2
- Location
- Loveland, OH
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $5,978,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241008111744NAL0034484146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,978,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,978,159
- Net assets (BOY)
- $4,642,332
Income & contributions
- Employer contributions
- $124,628
- Participant contributions
- $460,667
- Total contributions
- $585,295
- Total income / additions
- $1,594,546
Expenses & distributions
- Benefits paid
- $227,627
- Administrative expenses
- $26,088
- Total expenses
- $258,719
- Net increase / (decrease)
- $1,335,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $12,984 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $12,804 | not reported in the loaded dataset | 2023 |