Mcwane Salaried Pension Plan — Form 5500 plan (Mcwane, 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, Mcwane Salaried Pension Plan is a benefit plan reported by Mcwane, Inc. under EIN 63-0139000 and plan number 006. The latest loaded filing year is 2023. The filing reports 162 participants and $5,018,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcwane, Inc.
EIN
63-0139000
Plan number
006
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
162
End-of-year plan assets
$5,018,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240930135715NAL0011304578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,018,411
Total liabilities (EOY)
$0
Net assets (EOY)
$5,018,411
Net assets (BOY)
$4,000,980

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$217,633

Expenses & distributions

Benefits paid
$7,061
Administrative expenses
$73,078
Total expenses
$80,139
Net increase / (decrease)
$137,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Financial GroupNONE$27,074not reported in the loaded dataset2023
PbgcNONE$26,004not reported in the loaded dataset2023
Warren Averett, LLCNONE$20,000not reported in the loaded dataset2023

Related Form 5500 pages