2023 Form 5500 filing — The Mazzella Companies Savings & Retirement 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 20241010071444NAL0040087778001) for The Mazzella Companies Savings & Retirement Plan, reported by Maz Shared Management Company, LLC under EIN 45-2600873 and plan number 001. It reports 907 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010071444NAL0040087778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maz Shared Management Company, LLC
- EIN
- 45-2600873
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 907
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,440,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,440,240
- Employer contributions
- $2,095,005
- Participant contributions
- $4,359,866
- Total income / additions
- $13,647,400
- Benefits paid
- $4,660,464
- Administrative expenses
- $299,805
- Total expenses
- $4,960,269
- Net increase / (decrease)
- $8,687,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Services, Inc. | ADVISOR | $211,667 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD-KEEPER | $74,868 | $0 |
| Newport Trust Company | TRUSTEE | $13,270 | $0 |