Plan5500

The Mcclone Agency, Inc. Savings And Retirement Plan — Form 5500 plan (The Mcclone 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 Mcclone Agency, Inc. Savings And Retirement Plan is a benefit plan reported by The Mcclone Agency, Inc. under EIN 39-0968993 and plan number 003. The latest loaded filing year is 2023. The filing reports 132 participants and $9,172,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mcclone Agency, Inc.
EIN
39-0968993
Plan number
003
Plan type
2
Location
Menasha, WI
Latest filing year
2023
Participants
132
End-of-year plan assets
$9,172,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20240904093638NAL0009679171002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,172,230
Net assets (EOY)
$9,172,230
Net assets (BOY)
$8,471,519

Income & contributions

Employer contributions
$328,535
Participant contributions
$822,780
Total contributions
$1,578,714
Total income / additions
$3,058,043

Expenses & distributions

Benefits paid
$2,305,700
Administrative expenses
$51,156
Total expenses
$2,357,332
Net increase / (decrease)
$700,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Consultants Co., Inc.SERVICE PROVIDER$2,553$02023
John Hancock Life Insurance CompanyRECORDKEEPER$1,349$02023

Related Form 5500 pages