Mcelroy Manufacturing, Inc. Savings Investment Plan — Form 5500 plan (Mcelroy Manufacturing, 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, Mcelroy Manufacturing, Inc. Savings Investment Plan is a benefit plan reported by Mcelroy Manufacturing, Inc. under EIN 73-0722906 and plan number 002. The latest loaded filing year is 2023. The filing reports 506 participants and $52,885,334 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcelroy Manufacturing, Inc.
EIN
73-0722906
Plan number
002
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
506
End-of-year plan assets
$52,885,334

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023506H, C20241007161840NAL0016417201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,885,334
Total liabilities (EOY)
$0
Net assets (EOY)
$52,885,334
Net assets (BOY)
$43,065,723

Income & contributions

Employer contributions
$1,500,150
Participant contributions
$3,376,540
Total contributions
$4,957,828
Total income / additions
$13,285,022

Expenses & distributions

Benefits paid
$3,357,508
Administrative expenses
$104,098
Total expenses
$3,465,411
Net increase / (decrease)
$9,819,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$104,098$02023

Related Form 5500 pages