Mcclure Engineering Co. Retirement Plan — Form 5500 plan (Mcclure Engineering Co.)
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, Mcclure Engineering Co. Retirement Plan is a benefit plan reported by Mcclure Engineering Co. under EIN 42-0982931 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $25,367,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcclure Engineering Co.
- EIN
- 42-0982931
- Plan number
- 001
- Plan type
- 2
- Location
- Clive, IA
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $25,367,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20240903140434NAL0010589875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,367,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,367,697
- Net assets (BOY)
- $19,621,469
Income & contributions
- Employer contributions
- $681,656
- Participant contributions
- $2,104,893
- Total contributions
- $3,677,210
- Total income / additions
- $7,136,206
Expenses & distributions
- Benefits paid
- $1,305,130
- Administrative expenses
- $84,848
- Total expenses
- $1,389,978
- Net increase / (decrease)
- $5,746,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,875 | $0 | 2023 |
| Wealth Advisors Of Iowa, LLC | INVESTMENT ADVISORY | $0 | $40,698 | 2023 |