R.F. Macdonald Company 401(K) Retirement Savings Plan — Form 5500 plan (R.F. Macdonald Company)
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, R.F. Macdonald Company 401(K) Retirement Savings Plan is a benefit plan reported by R.F. Macdonald Company under EIN 94-1562199 and plan number 002. The latest loaded filing year is 2023. The filing reports 330 participants and $42,435,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.F. Macdonald Company
- EIN
- 94-1562199
- Plan number
- 002
- Plan type
- 2
- Location
- Hayward, CA
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $42,435,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20240730150602NAL0045860786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,435,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,435,591
- Net assets (BOY)
- $37,429,420
Income & contributions
- Employer contributions
- $1,793,326
- Participant contributions
- $2,639,364
- Total contributions
- $4,559,203
- Total income / additions
- $10,076,415
Expenses & distributions
- Benefits paid
- $5,002,326
- Administrative expenses
- $67,918
- Total expenses
- $5,070,244
- Net increase / (decrease)
- $5,006,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $67,918 | $0 | 2023 |