The Mcgregor Retirement Savings Plan — Form 5500 plan (The Mcgregor Foundation)
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, The Mcgregor Retirement Savings Plan is a benefit plan reported by The Mcgregor Foundation under EIN 34-0714356 and plan number 003. The latest loaded filing year is 2023. The filing reports 509 participants and $6,218,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mcgregor Foundation
- EIN
- 34-0714356
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $6,218,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20241010075119NAL0011278611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,218,733
- Total liabilities (EOY)
- $7,492
- Net assets (EOY)
- $6,211,241
- Net assets (BOY)
- $5,498,460
Income & contributions
- Employer contributions
- $224,993
- Participant contributions
- $708,522
- Total contributions
- $1,089,586
- Total income / additions
- $2,024,664
Expenses & distributions
- Benefits paid
- $1,256,765
- Administrative expenses
- $55,118
- Total expenses
- $1,311,883
- Net increase / (decrease)
- $712,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oppenheimer & Co. | INVESTMENT ADVISOR | $29,324 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $17,918 | not reported in the loaded dataset | 2023 |
| Creative Retirment Systems, Inc | TPA | $10,700 | not reported in the loaded dataset | 2023 |
| Hw & Co | TPA | $5,000 | $0 | 2023 |
| The Mcgregor Home | NO RELATIONSHIP | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Mcgregor Foundation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Oppenheimer & Co. — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Creative Retirment Systems, Inc — Schedule C compensation
- Hw & Co — Schedule C compensation
- The Mcgregor Home — Schedule C compensation