Mcnally Industries, LLC 401(K) Savings Plan — Form 5500 plan (Mcnally Industries, LLC)
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, Mcnally Industries, LLC 401(K) Savings Plan is a benefit plan reported by Mcnally Industries, LLC under EIN 81-2978162 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $7,494,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcnally Industries, LLC
- EIN
- 81-2978162
- Plan number
- 001
- Plan type
- 2
- Location
- Grantsburg, WI
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $7,494,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20240919161924NAL0006198609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,494,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,494,099
- Net assets (BOY)
- $5,981,447
Income & contributions
- Employer contributions
- $224,015
- Participant contributions
- $506,029
- Total contributions
- $797,933
- Total income / additions
- $1,768,824
Expenses & distributions
- Benefits paid
- $216,708
- Administrative expenses
- $36,345
- Total expenses
- $256,172
- Net increase / (decrease)
- $1,512,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $28,352 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,611 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,063 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcnally Industries, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Grantsburg, WI
- Creative Planning LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation