2023 Form 5500 filing — Mackin Educational Resources 401(K) 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 20240924082230NAL0025684018001) for Mackin Educational Resources 401(K) Retirement Savings Plan, reported by Mackin Book Company under EIN 41-1658426 and plan number 001. It reports 548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924082230NAL0025684018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mackin Book Company
- EIN
- 41-1658426
- Plan number
- 001
- Location
- Burnsville, MN
- Participants
- 548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,578,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,578,800
- Employer contributions
- $513,313
- Participant contributions
- $1,144,246
- Total income / additions
- $3,752,113
- Benefits paid
- $1,302,974
- Administrative expenses
- $41,809
- Total expenses
- $1,344,783
- Net increase / (decrease)
- $2,407,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,808 | $0 |
| Sagepoint Financial Inc | OTHER SERVICES | $0 | $7,613 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |