The Mccredie Agency Inc. Profit Sharing Plan And Trust — Form 5500 plan (Mccredie Agency, 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, The Mccredie Agency Inc. Profit Sharing Plan And Trust is a benefit plan reported by Mccredie Agency, Inc. under EIN 38-1351834 and plan number 001. The latest loaded filing year is 2023. The filing reports 25 participants and $14,900,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mccredie Agency, Inc.
- EIN
- 38-1351834
- Plan number
- 001
- Plan type
- 2
- Location
- Flint, MI
- Latest filing year
- 2023
- Participants
- 25
- End-of-year plan assets
- $14,900,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25 | I | 20250115110007NAL0011715587001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,900,050
- Net assets (EOY)
- $14,900,050
- Net assets (BOY)
- $12,609,735
Income & contributions
- Employer contributions
- $40,000
- Total income / additions
- $2,918,887
Expenses & distributions
- Benefits paid
- $624,865
- Administrative expenses
- $3,707
- Total expenses
- $628,572
- Net increase / (decrease)
- $2,290,315
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.