2023 Form 5500 filing — Macallister Retirement Savings 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 20240830080048NAL0014628625001) for Macallister Retirement Savings Plan, reported by Macallister Machinery Co., Inc under EIN 35-0791060 and plan number 003. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830080048NAL0014628625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macallister Machinery Co., Inc
- EIN
- 35-0791060
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,761,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,761,441
- Employer contributions
- $1,417,595
- Participant contributions
- $3,634,125
- Total income / additions
- $18,084,073
- Benefits paid
- $8,520,264
- Administrative expenses
- $38,039
- Total expenses
- $8,582,808
- Net increase / (decrease)
- $9,501,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $36,828 | $0 |
| Empower Advisory Group, LLC | NONE | $861 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $350 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. (Brokera | NONE | $0 | not reported in the loaded dataset |