The Mcalear Group, Inc. Retirement Plan — Form 5500 plan (The Mcalear Group, Inc. Dba Service Spring Corp.)

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 Mcalear Group, Inc. Retirement Plan is a benefit plan reported by The Mcalear Group, Inc. Dba Service Spring Corp. under EIN 34-0898426 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $11,256,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mcalear Group, Inc. Dba Service Spring Corp.
EIN
34-0898426
Plan number
001
Plan type
2
Location
Maumee, OH
Latest filing year
2023
Participants
435
End-of-year plan assets
$11,256,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023435H, C20240930085358NAL0002516371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,256,370
Total liabilities (EOY)
$0
Net assets (EOY)
$11,256,370
Net assets (BOY)
$9,043,434

Income & contributions

Employer contributions
$594,790
Participant contributions
$1,145,324
Total contributions
$1,866,995
Total income / additions
$3,455,567

Expenses & distributions

Benefits paid
$1,182,668
Administrative expenses
$57,921
Total expenses
$1,242,631
Net increase / (decrease)
$2,212,936

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$31,375$02023
Kmg Fiduciary Partners LLCADVISOR$22,844not reported in the loaded dataset2023

Related Form 5500 pages