Mclean Mortgage Corp. 401(K) Plan — Form 5500 plan (Mclean Mortgage Corporation)
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, Mclean Mortgage Corp. 401(K) Plan is a benefit plan reported by Mclean Mortgage Corporation under EIN 41-2259092 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mclean Mortgage Corporation
- EIN
- 41-2259092
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240216083814NAL0000572291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $19,025,465
Income & contributions
- Employer contributions
- $87,014
- Participant contributions
- $305,338
- Total contributions
- $392,352
- Total income / additions
- $2,005,926
Expenses & distributions
- Benefits paid
- $20,934,807
- Administrative expenses
- $62,110
- Total expenses
- $21,031,391
- Net increase / (decrease)
- -$19,025,465
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Richey, May & Co., Llp | ACCOUNTANT/AUDITOR | $18,700 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,322 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $16,006 | not reported in the loaded dataset | 2023 |
| Sheppard Mullin Richter & Hampton | ATTORNEY/LEGAL | $6,130 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mclean Mortgage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fairfax, VA
- Richey, May & Co., Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Sheppard Mullin Richter & Hampton — Schedule C compensation