Mcmahon Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mcmahon Associates, 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, Mcmahon Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mcmahon Associates, Inc. under EIN 39-0735791 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $34,876,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcmahon Associates, Inc.
EIN
39-0735791
Plan number
001
Plan type
3
Location
Neenah, WI
Latest filing year
2023
Participants
136
End-of-year plan assets
$34,876,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240911134146NAL0012032192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,876,246
Total liabilities (EOY)
$15,087
Net assets (EOY)
$34,861,159
Net assets (BOY)
$32,898,235

Income & contributions

Employer contributions
$1,928,452
Participant contributions
$540,268
Total contributions
$2,468,720
Total income / additions
$8,022,604

Expenses & distributions

Benefits paid
$5,940,364
Administrative expenses
$119,316
Total expenses
$6,059,680
Net increase / (decrease)
$1,962,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp RetirementNONE$83,682not reported in the loaded dataset2023
Rbc Wealth ManagementNONE$20,686not reported in the loaded dataset2023

Related Form 5500 pages