2023 Form 5500 filing — Mahle 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 20241015074737NAL0048410704001) for Mahle 401(K) Plan, reported by Mahle Industries, Incorporated under EIN 58-2431334 and plan number 004. It reports 6,991 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074737NAL0048410704001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mahle Industries, Incorporated
- EIN
- 58-2431334
- Plan number
- 004
- Location
- Farmington Hills, MI
- Participants
- 6,991
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $598,109,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $598,109,747
- Employer contributions
- $17,014,103
- Participant contributions
- $33,588,682
- Total income / additions
- $144,430,907
- Benefits paid
- $59,094,290
- Administrative expenses
- $607,122
- Total expenses
- $59,776,049
- Net increase / (decrease)
- $84,654,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $440,185 | $0 |
| Towers Watson Investment Services | CONSULTANT | $75,451 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $46,557 | not reported in the loaded dataset |
| Plante & Moran, Pllc | CONSULTANT | $45,050 | not reported in the loaded dataset |
| Helen Cleveland Pc | CONSULTANT | $7,176 | not reported in the loaded dataset |