The Mcdaniel Partners Incorporated Retirement Plan — Form 5500 plan (The Mcdaniel Partners, Incorporated)
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, The Mcdaniel Partners Incorporated Retirement Plan is a benefit plan reported by The Mcdaniel Partners, Incorporated under EIN 87-1333310 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $167,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mcdaniel Partners, Incorporated
- EIN
- 87-1333310
- Plan number
- 001
- Plan type
- 2
- Location
- Ofallon, MO
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $167,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241015170027NAL0016926339001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $167,044
- Net assets (EOY)
- $167,044
- Net assets (BOY)
- $393,195
Income & contributions
- Total income / additions
- -$226,151
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$226,151
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.