Mccreary,Veselka,Bragg & Allen, P.C. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Mccreary, Veselka, Bragg & Allen P.C.)

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, Mccreary,Veselka,Bragg & Allen, P.C. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Mccreary, Veselka, Bragg & Allen P.C. under EIN 74-2305409 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $23,327,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mccreary, Veselka, Bragg & Allen P.C.
EIN
74-2305409
Plan number
001
Plan type
2
Location
Round Rock, TX
Latest filing year
2023
Participants
214
End-of-year plan assets
$23,327,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241204140623NAL0002353955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,327,674
Total liabilities (EOY)
$0
Net assets (EOY)
$23,327,674
Net assets (BOY)
$19,817,170

Income & contributions

Employer contributions
$220,561
Participant contributions
$914,821
Total contributions
$1,135,703
Total income / additions
$4,255,905

Expenses & distributions

Benefits paid
$738,370
Administrative expenses
$7,031
Total expenses
$745,401
Net increase / (decrease)
$3,510,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tcg Group Holdings, LlpNONE$7,031not reported in the loaded dataset2023

Related Form 5500 pages