2023 Form 5500 filing — Mariani Enterprises 401(K) 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 20241015101057NAL0056946658001) for Mariani Enterprises 401(K) Savings Plan, reported by Mariani Enterprises LLC under EIN 36-3309795 and plan number 001. It reports 3,008 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101057NAL0056946658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mariani Enterprises LLC
- EIN
- 36-3309795
- Plan number
- 001
- Location
- Lake Bluff, IL
- Participants
- 3,008
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,801,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,801,789
- Employer contributions
- $2,146,063
- Participant contributions
- $4,547,481
- Total income / additions
- $17,181,703
- Benefits paid
- $1,638,681
- Administrative expenses
- $88,234
- Total expenses
- $1,726,915
- Net increase / (decrease)
- $15,454,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors, LLC | RETAINED BY EMPLOYER | $62,131 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $26,103 | $0 |