Plan5500

Mccreary Modern, Inc. Employee Stock Ownership Plan — Form 5500 plan (Mccreary Modern, 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, Mccreary Modern, Inc. Employee Stock Ownership Plan is a benefit plan reported by Mccreary Modern, Inc. under EIN 56-1497443 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,205 participants and $78,223,671 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mccreary Modern, Inc.
EIN
56-1497443
Plan number
002
Plan type
2
Location
Newton, NC
Latest filing year
2023
Participants
1,205
End-of-year plan assets
$78,223,671

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,205H, C20241004133537NAL0012275521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,223,671
Total liabilities (EOY)
$203,664
Net assets (EOY)
$78,020,007
Net assets (BOY)
$61,624,517

Income & contributions

Employer contributions
$80,503
Total contributions
$80,503
Total income / additions
$26,137,654

Expenses & distributions

Benefits paid
$9,657,031
Administrative expenses
$85,133
Total expenses
$9,742,164
Net increase / (decrease)
$16,395,490

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Ridge Topco, LLCNONE$43,895not reported in the loaded dataset2023
Advanced Valuation Analytics LtdNONE$21,108not reported in the loaded dataset2023
Smith Leonard PllcNONE$15,500not reported in the loaded dataset2023

Related Form 5500 pages