Mcbride & Son 401(K) Savings Plan — Form 5500 plan (Mcbride & Son Services 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, Mcbride & Son 401(K) Savings Plan is a benefit plan reported by Mcbride & Son Services Co. under EIN 46-4405164 and plan number 004. The latest loaded filing year is 2023. The filing reports 195 participants and $26,647,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcbride & Son Services Co.
- EIN
- 46-4405164
- Plan number
- 004
- Plan type
- 2
- Location
- Chesterfield, MO
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $26,647,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241115154607NAL0000931329001 |
| 2023 | 188 | H, C | 20241115154712NAL0000608115001 |
| 2023 | 198 | H, C | 20241010151746NAL0020411249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,450,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,450,074
- Net assets (BOY)
- $28,684,906
Income & contributions
- Employer contributions
- $388,334
- Participant contributions
- $811,731
- Total contributions
- $1,200,065
- Total income / additions
- $6,078,180
Expenses & distributions
- Benefits paid
- $2,249,016
- Administrative expenses
- $63,996
- Total expenses
- $2,313,012
- Net increase / (decrease)
- $3,765,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $32,368 | $0 | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $28,839 | $0 | 2023 |
| Fiduciary Advisors, Inc. | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $24,029 | $0 | 2023 |
| Fiduciary Advisors, Inc. | ADVISOR | $18,750 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $14,967 | $0 | 2023 |
| Newport Trust Co. | TRUSTEE | $10,825 | $0 | 2023 |
| Newport Trust Co. | TRUSTEE | $8,610 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcbride & Son Services Co.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Chesterfield, MO
- Newport Group, Inc. — Schedule C compensation
- Fiduciary Advisors, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Newport Trust Co. — Schedule C compensation