Mccourt Equipment Safe Harbor 401k Plan — Form 5500 plan (Mccourt Equipment)
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, Mccourt Equipment Safe Harbor 401k Plan is a benefit plan reported by Mccourt Equipment under EIN 74-2913583 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $7,227,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mccourt Equipment
- EIN
- 74-2913583
- Plan number
- 001
- Plan type
- 2
- Location
- La Grange, TX
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $7,227,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20250113095918NAL0018142209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,227,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,227,905
- Net assets (BOY)
- $5,374,276
Income & contributions
- Employer contributions
- $440,870
- Participant contributions
- $623,747
- Total contributions
- $1,064,617
- Total income / additions
- $2,054,036
Expenses & distributions
- Benefits paid
- $139,654
- Administrative expenses
- $50,115
- Total expenses
- $200,407
- Net increase / (decrease)
- $1,853,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $22,812 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $22,614 | $0 | 2023 |
| Alliance Benefit Group Of Houston | RECORDKEEPER | $3,500 | $226 | 2023 |
| Mesirow Financial, Inc. | INVESMENT ADVISORY-PLAN | $1,189 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mccourt Equipment
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in La Grange, TX
- Edward D Jones & Company — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation