Department of Labor filing

MCGOHAN BRABENDER AGENCY INC.

MCGOHAN BRABENDER 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Dec 22, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,316

Reported employer contributions per active participant.

Higher than about 70% of comparable plans

#People in the filing

348

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$228 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 36% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202460out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions70th percentileTypical peer $3,340 · based on 500 comparable plans

Lower reported administrative expense36th percentileTypical peer $164 · based on 494 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MCGOHAN BRABENDER AGENCY INC. reported $1,849,829 in employer contributions across the plan and 348 active participants. That works out to $5,316 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 17.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 57.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,849,829
Participant contributions: $2,516,593
Other contributions: $2,107,600
Employer share of reported contributions: 42.4%
Beginning assets: $55,427,618
Ending assets: $61,630,989
Ending net assets: $61,630,989
Ending liabilities: $0
Total income: $14,406,190
Total expenses: $8,202,819
Administrative expenses: $97,248
Participant loans: $252,157

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,538

2023

$4,604

2024

$5,316

Plan-paid administrative expenses per participant

2022

$537

2023

$498

2024

$228

Active participants

2022

280

2023

335

2024

348

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,316	348	61.6M	20251222084607NAL0021144546001
2023	$4,604	335	55.4M	20241007110059NAL0015069361001
2022	$4,538	280	46.6M	20230912202504NAL0013088275001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 311191330-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1984
Industry: Finance and insurance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB & CO., INC.	2024	Not reported	unknown
CHARLES SCHWAB BANK	2024	Not reported	unknown
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown
STANCORP FINANCIAL GROUP	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251222084607NAL0021144546001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗