Mccarthy Retirement Savings Plan — Form 5500 plan (Morse Chevrolet, 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, Mccarthy Retirement Savings Plan is a benefit plan reported by Morse Chevrolet, Inc. under EIN 48-0727552 and plan number 002. The latest loaded filing year is 2023. The filing reports 613 participants and $23,584,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morse Chevrolet, Inc.
- EIN
- 48-0727552
- Plan number
- 002
- Plan type
- 2
- Location
- Olathe, KS
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $23,584,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20241003105605NAL0017526432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,584,845
- Total liabilities (EOY)
- $13,924
- Net assets (EOY)
- $23,570,921
- Net assets (BOY)
- $21,242,208
Income & contributions
- Employer contributions
- $250,703
- Participant contributions
- $2,767,952
- Total contributions
- $3,065,076
- Total income / additions
- $6,664,019
Expenses & distributions
- Benefits paid
- $4,184,253
- Administrative expenses
- $151,053
- Total expenses
- $4,335,306
- Net increase / (decrease)
- $2,328,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $75,447 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | NONE | $38,833 | $0 | 2023 |
| Mhm Retirement Plan Solutions | NONE | $29,565 | not reported in the loaded dataset | 2023 |
| Uhy Llp | NONE | $7,208 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morse Chevrolet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Olathe, KS
- Cbiz Investment Advisory Services — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Mhm Retirement Plan Solutions — Schedule C compensation
- Uhy Llp — Schedule C compensation