Mcginnis Lochridge Llp Savings Plus Plan — Form 5500 plan (Mcginnis Lochridge Llp)
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, Mcginnis Lochridge Llp Savings Plus Plan is a benefit plan reported by Mcginnis Lochridge Llp under EIN 74-1196349 and plan number 002. The latest loaded filing year is 2023. The filing reports 188 participants and $57,917,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcginnis Lochridge Llp
- EIN
- 74-1196349
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $57,917,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241011133858NAL0043846946002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,917,904
- Net assets (EOY)
- $57,917,904
- Net assets (BOY)
- $49,718,514
Income & contributions
- Employer contributions
- $1,951,666
- Participant contributions
- $1,518,966
- Total contributions
- $3,470,632
- Total income / additions
- $10,738,189
Expenses & distributions
- Benefits paid
- $2,404,632
- Administrative expenses
- $133,462
- Total expenses
- $2,538,799
- Net increase / (decrease)
- $8,199,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $63,864 | not reported in the loaded dataset | 2023 |
| Terry Mcdaniel & Company | NONE | $24,988 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $18,900 | not reported in the loaded dataset | 2023 |
| B&T Capital Management Inc | NONE | $17,689 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $8,021 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $129 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcginnis Lochridge Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Terry Mcdaniel & Company — Schedule C compensation
- Crowe Llp — Schedule C compensation
- B&T Capital Management Inc — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation