Mcdonald Hopkins LLC Profit Sharing Plan — Form 5500 plan (Mcdonald Hopkins LLC)
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, Mcdonald Hopkins LLC Profit Sharing Plan is a benefit plan reported by Mcdonald Hopkins LLC under EIN 34-1059058 and plan number 003. The latest loaded filing year is 2023. The filing reports 398 participants and $125,260,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcdonald Hopkins LLC
- EIN
- 34-1059058
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $125,260,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20250422093609NAL0004168929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,260,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,260,407
- Net assets (BOY)
- $100,505,738
Income & contributions
- Employer contributions
- $3,323,352
- Participant contributions
- $3,364,518
- Total contributions
- $7,569,847
- Total income / additions
- $33,147,912
Expenses & distributions
- Benefits paid
- $8,198,414
- Administrative expenses
- $194,829
- Total expenses
- $8,393,243
- Net increase / (decrease)
- $24,754,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ancora Retirement Plan Advisors, In | ADVISOR | $133,442 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $54,262 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $7,125 | $0 | 2023 |