2023 Form 5500 filing — Macinnis Group, LLC 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 20241010151718NAL0020410785001) for Macinnis Group, LLC 401(K) Plan, reported by Macinnis Group, LLC under EIN 46-5276824 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151718NAL0020410785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macinnis Group, LLC
- EIN
- 46-5276824
- Plan number
- 001
- Location
- Roaring Springs, PA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,701,559
- Total liabilities (EOY)
- -$151
- Net assets (EOY)
- $8,701,710
- Employer contributions
- $575,902
- Participant contributions
- $393,090
- Total income / additions
- $2,305,395
- Benefits paid
- $367,822
- Administrative expenses
- $40,526
- Total expenses
- $410,350
- Net increase / (decrease)
- $1,895,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pa Retirement Solutions | TPA | $8,416 | $10,000 |
| Cbiz Financial Solutions | INVESTMENT ADVISOR | $18,235 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $13,847 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,429 | not reported in the loaded dataset |