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, Mccalla Raymer Leibert Pierce, LLC 401(K) Plan is a benefit plan reported by Mccalla Raymer Leibert Pierce, LLC under EIN 58-2145201 and plan number 001. The latest loaded filing year is 2023. The filing reports 856 participants and $35,661,760 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,661,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,661,760
- Net assets (BOY)
- $29,002,053
Income & contributions
- Employer contributions
- $1,017,965
- Participant contributions
- $1,807,462
- Total contributions
- $3,043,751
- Total income / additions
- $8,519,184
Expenses & distributions
- Benefits paid
- $1,854,265
- Administrative expenses
- $5,212
- Total expenses
- $1,859,477
- Net increase / (decrease)
- $6,659,707