Mcv Retirement Plan — Form 5500 plan (Mcconnell Valdes LLC)
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, Mcv Retirement Plan is a benefit plan reported by Mcconnell Valdes LLC under EIN 66-0226027 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $73,329,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcconnell Valdes LLC
- EIN
- 66-0226027
- Plan number
- 002
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $73,329,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20250311112542NAL0029370864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,329,012
- Total liabilities (EOY)
- $8,334
- Net assets (EOY)
- $73,320,678
- Net assets (BOY)
- $61,191,583
Income & contributions
- Employer contributions
- $1,258,678
- Participant contributions
- $932,293
- Total contributions
- $2,293,483
- Total income / additions
- $13,680,361
Expenses & distributions
- Benefits paid
- $1,281,397
- Administrative expenses
- $269,869
- Total expenses
- $1,551,266
- Net increase / (decrease)
- $12,129,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $212,703 | not reported in the loaded dataset | 2023 |
| Nppg Record Keeping Solutions LLC | NONE | $28,711 | not reported in the loaded dataset | 2023 |
| Landa Umpierre Psc | NONE | $5,206 | not reported in the loaded dataset | 2023 |