2023 Form 5500 filing — Mary Ann Liebert, 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 20241010090037NAL0009838323001) for Mary Ann Liebert, Inc. 401(K) Plan, reported by Mary Ann Liebert, Inc. under EIN 13-3025783 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090037NAL0009838323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mary Ann Liebert, Inc.
- EIN
- 13-3025783
- Plan number
- 001
- Location
- New Rochelle, NY
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,555,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,555,317
- Employer contributions
- $433,143
- Participant contributions
- $1,250,003
- Total income / additions
- $3,914,739
- Benefits paid
- $1,360,162
- Administrative expenses
- $45,172
- Total expenses
- $1,405,334
- Net increase / (decrease)
- $2,509,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $39,709 | not reported in the loaded dataset |
| First Great-West Life & Annuity | RECORDKEEPER | $6,779 | $0 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $2,388 | not reported in the loaded dataset |