2023 Form 5500 filing — Malnati Organization 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 20241015112157NAL0028185361001) for Malnati Organization 401(K) Savings Plan, reported by Malnati Organization, LLC under EIN 36-3308841 and plan number 001. It reports 1,841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112157NAL0028185361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Malnati Organization, LLC
- EIN
- 36-3308841
- Plan number
- 001
- Location
- Buffalo Grove, IL
- Participants
- 1,841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,109,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,109,638
- Employer contributions
- $916,603
- Participant contributions
- $1,615,241
- Total income / additions
- $6,846,945
- Benefits paid
- $1,114,296
- Administrative expenses
- $67,724
- Total expenses
- $1,262,735
- Net increase / (decrease)
- $5,584,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servc | RECORDKEEPER | $39,899 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Dowell Group Llp | CONTRACT ADMIN | $4,875 | not reported in the loaded dataset |