Mcrae'S U.S. Mail Service, Inc. 401(K) Plan — Form 5500 plan (Mcraes U.S. Mail Service, 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, Mcrae'S U.S. Mail Service, Inc. 401(K) Plan is a benefit plan reported by Mcraes U.S. Mail Service, Inc. under EIN 39-1745087 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $3,414,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcraes U.S. Mail Service, Inc.
- EIN
- 39-1745087
- Plan number
- 001
- Plan type
- 2
- Location
- Richfield, WI
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $3,414,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20240924090343NAL0025742210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,414,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,414,968
- Net assets (BOY)
- $3,016,617
Income & contributions
- Employer contributions
- $1,109,144
- Participant contributions
- $181,180
- Total contributions
- $1,328,606
- Total income / additions
- $1,804,577
Expenses & distributions
- Benefits paid
- $1,345,057
- Administrative expenses
- $61,169
- Total expenses
- $1,406,226
- Net increase / (decrease)
- $398,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $22,706 | $0 | 2023 |
| Assuredpartners Capital Inc. | INVESTMENT ADVISOR | $13,992 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners | NONE | $10,891 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Wisconsin Ll | NONE | $6,387 | not reported in the loaded dataset | 2023 |
| Bas Partners | AUDITOR | $3,100 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | NONE | $1,520 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | NONE | $1,303 | not reported in the loaded dataset | 2023 |
| Ifp Advisors Inc Dba Independent Fi | NONE | $1,215 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcraes U.S. Mail Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Richfield, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Assuredpartners Capital Inc. — Schedule C compensation
- Premier Retirement Partners — Schedule C compensation
- Alliance Benefit Group Wisconsin Ll — Schedule C compensation
- Bas Partners — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Ifp Advisors Inc Dba Independent Fi — Schedule C compensation