2023 Form 5500 filing — Mackay Mitchell Envelope Company, LLC 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 20241009094423NAL0018112881001) for Mackay Mitchell Envelope Company, LLC Retirement Savings Plan, reported by Mackay Mitchell Envelope Company, LLC under EIN 01-0893495 and plan number 002. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009094423NAL0018112881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mackay Mitchell Envelope Company, LLC
- EIN
- 01-0893495
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,340,087
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,340,087
- Employer contributions
- $154,114
- Participant contributions
- $427,222
- Total income / additions
- $2,618,652
- Benefits paid
- $1,520,691
- Administrative expenses
- $78,009
- Total expenses
- $1,618,115
- Net increase / (decrease)
- $1,000,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $41,709 | not reported in the loaded dataset |
| Hays Companies | NONE | $30,000 | not reported in the loaded dataset |
| Eisneramper Llp | NONE | $6,300 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |