Swarco Mccain, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Swarco Mccain, 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, Swarco Mccain, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Swarco Mccain, Inc. under EIN 33-0262207 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $15,930,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swarco Mccain, Inc.
EIN
33-0262207
Plan number
001
Plan type
2
Location
Vista, CA
Latest filing year
2023
Participants
192
End-of-year plan assets
$15,930,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20241008101836NAL0008254195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,930,123
Total liabilities (EOY)
$0
Net assets (EOY)
$15,930,123
Net assets (BOY)
$13,095,033

Income & contributions

Employer contributions
$176,491
Participant contributions
$1,109,654
Total contributions
$1,351,548
Total income / additions
$3,779,820

Expenses & distributions

Benefits paid
$881,895
Administrative expenses
$62,835
Total expenses
$944,730
Net increase / (decrease)
$2,835,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$62,862$02023
Raymond James Fin Svcs AdvisorsINVESTMENT ADVISORY$0$10,0142023

Related Form 5500 pages