Mcafee & Taft Retirement Plan — Form 5500 plan (Mcafee & Taft A Professional Corporation)
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, Mcafee & Taft Retirement Plan is a benefit plan reported by Mcafee & Taft A Professional Corporation under EIN 73-0781676 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $153,218,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcafee & Taft A Professional Corporation
- EIN
- 73-0781676
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $153,218,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241009123818NAL0009198659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,218,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,218,894
- Net assets (BOY)
- $124,126,796
Income & contributions
- Employer contributions
- $4,694,630
- Participant contributions
- $3,105,354
- Total contributions
- $8,449,045
- Total income / additions
- $36,235,430
Expenses & distributions
- Benefits paid
- $7,068,908
- Administrative expenses
- $44,495
- Total expenses
- $7,143,332
- Net increase / (decrease)
- $29,092,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,123 | $0 | 2023 |
| Mariner Wealth Advisors | INVESTMENT ADVISOR | $13,905 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,273 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcafee & Taft A Professional Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Fidelity Investments Institutional — Schedule C compensation
- Mariner Wealth Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation