2023 Form 5500 filing — Mayo Mallette Pllc 401(K) 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 20241003092931NAL0020188738001) for Mayo Mallette Pllc 401(K) Savings Plan, reported by Mayo Mallette Pllc under EIN 64-0923008 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,538,760
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003092931NAL0020188738001
Plan sponsor
Mayo Mallette Pllc
EIN
64-0923008
Plan number
001
Location
Oxford, MS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$876.5K
Total expenses$32.7K
Benefits paid / distributions$5.3K
Contributions
Employer$172.6K
Participant$127.2K
Full reported line items
Total assets (EOY)
$4,538,760
Total liabilities (EOY)
$0
Net assets (EOY)
$4,538,760
Employer contributions
$172,602
Participant contributions
$127,161
Total income / additions
$876,478
Benefits paid
$5,334
Administrative expenses
$27,412
Total expenses
$32,746
Net increase / (decrease)
$843,732

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003092931NAL0020188738001 cover?
It is the 2023 Form 5500 filing for Mayo Mallette Pllc 401(K) Savings Plan, reported by Mayo Mallette Pllc (EIN 64-0923008).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages