2023 Form 5500 filing — The Mackenzie Companies 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729104352NAL0012420611001) for The Mackenzie Companies 401(K) Plan, reported by Mackenzie Ventures, LLC under EIN 46-3558556 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729104352NAL0012420611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mackenzie Ventures, LLC
- EIN
- 46-3558556
- Plan number
- 001
- Location
- Lutherville, MD
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,226,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,226,416
- Employer contributions
- $140,211
- Participant contributions
- $849,416
- Total income / additions
- $3,896,076
- Benefits paid
- $1,857,198
- Administrative expenses
- $51,150
- Total expenses
- $1,908,348
- Net increase / (decrease)
- $1,987,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $27,667 | not reported in the loaded dataset |
| Greenspring Advisors | NONE | $23,483 | not reported in the loaded dataset |