2023 Form 5500 filing — W. B. Mason Company Retirement 401(K) Plan & Trust
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 20240927153016NAL0001158739001) for W. B. Mason Company Retirement 401(K) Plan & Trust, reported by W. B. Mason Co. Inc. under EIN 04-2455641 and plan number 001. It reports 3,508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927153016NAL0001158739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W. B. Mason Co. Inc.
- EIN
- 04-2455641
- Plan number
- 001
- Location
- Brockton, MA
- Participants
- 3,508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $183,687,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $183,687,726
- Employer contributions
- $1,600,679
- Participant contributions
- $13,953,220
- Total income / additions
- $44,925,151
- Benefits paid
- $17,271,840
- Administrative expenses
- $246,112
- Total expenses
- $17,547,850
- Net increase / (decrease)
- $27,377,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $102,367 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $60,705 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | CONSULTANT | $40,000 | not reported in the loaded dataset |
| Mazars Usa Llp | ACCOUNTANT/AUDITOR | $14,040 | not reported in the loaded dataset |