2023 Form 5500 filing — Mac Capital Partners, Inc. 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 20241004140024NAL0023875922001) for Mac Capital Partners, Inc. 401(K) Plan, reported by Mac Capital Partners, Inc. under EIN 20-3515796 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.2MReported net assets$5,208,764
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004140024NAL0023875922001
Plan sponsor
Mac Capital Partners, Inc.
EIN
20-3515796
Plan number
001
Location
Plymouth Meeting, PA
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)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$22.1K
Benefits paid / distributions$0
Contributions
Employer$294.2K
Participant$130.5K
Full reported line items
Total assets (EOY)
$5,208,764
Total liabilities (EOY)
$0
Net assets (EOY)
$5,208,764
Employer contributions
$294,213
Participant contributions
$130,473
Total income / additions
$1,200,900
Benefits paid
$0
Administrative expenses
$22,086
Total expenses
$22,086
Net increase / (decrease)
$1,178,814

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004140024NAL0023875922001 cover?
It is the 2023 Form 5500 filing for Mac Capital Partners, Inc. 401(K) Plan, reported by Mac Capital Partners, Inc. (EIN 20-3515796).
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