J. J. Mcdonnell & Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (J. J. Mcdonnell & Co., 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, J. J. Mcdonnell & Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by J. J. Mcdonnell & Co., Inc. under EIN 52-1482094 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $9,504,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. J. Mcdonnell & Co., Inc.
- EIN
- 52-1482094
- Plan number
- 001
- Plan type
- 2
- Location
- Elkridge, MD
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $9,504,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241010083542NAL0020695809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,504,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,504,500
- Net assets (BOY)
- $7,561,900
Income & contributions
- Employer contributions
- $170,262
- Participant contributions
- $486,710
- Total contributions
- $708,345
- Total income / additions
- $2,093,277
Expenses & distributions
- Benefits paid
- $114,504
- Administrative expenses
- $33,306
- Total expenses
- $150,677
- Net increase / (decrease)
- $1,942,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pollard & Associates | TPA | $9,032 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $8,670 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | RIA | $1,663 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $162 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J. J. Mcdonnell & Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Elkridge, MD
- Pollard & Associates — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- John Hancock Usa — Schedule C compensation