2023 Form 5500 filing — Mccormack Baron 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 20241015101547NAL0014383571001) for Mccormack Baron 401(K) Plan, reported by Mccormack Baron Salazar, Inc. under EIN 43-1053637 and plan number 001. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101547NAL0014383571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccormack Baron Salazar, Inc.
- EIN
- 43-1053637
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,372,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,372,165
- Employer contributions
- $792,409
- Participant contributions
- $1,690,744
- Total income / additions
- $7,297,113
- Benefits paid
- $3,843,555
- Administrative expenses
- $96,022
- Total expenses
- $3,955,256
- Net increase / (decrease)
- $3,341,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $52,157 | $0 |
| Enterprise Bank & Trust | ADVISOR | $43,865 | not reported in the loaded dataset |