Mcneely Companies 401(K) Plan — Form 5500 plan (Mcneely Companies)
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, Mcneely Companies 401(K) Plan is a benefit plan reported by Mcneely Companies under EIN 56-1223676 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $12,151,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcneely Companies
- EIN
- 56-1223676
- Plan number
- 001
- Plan type
- 2
- Location
- Sapphire, NC
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $12,151,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241004150913NAL0024005666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,151,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,151,258
- Net assets (BOY)
- $9,880,445
Income & contributions
- Employer contributions
- $368,949
- Participant contributions
- $641,159
- Total contributions
- $1,027,270
- Total income / additions
- $2,656,863
Expenses & distributions
- Benefits paid
- $338,897
- Administrative expenses
- $47,153
- Total expenses
- $386,050
- Net increase / (decrease)
- $2,270,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,438 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $26,806 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $5,242 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,715 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcneely Companies
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Sapphire, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation