Mazama Investments, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mazama Investments, Inc. (EIN 46-0644204) is a plan sponsor located in Dripping Springs, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-0644204
Location
Dripping Springs, TX
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$694,334
Total reported net assets (EOY)
$694,334

Contributions & income

Total income / additions
-$29,038

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
-$29,038

Coverage

Total reported participants
1
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Mazama Investments, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mazama Investments, Inc. Retirement Plan0011$694,3342023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mazama Investments, Inc.
YearPlanParticipantsSchedulesFiling
2023Mazama Investments, Inc. Retirement Plan1I20250402134514NAL0005381395001

Related Form 5500 pages