2023 Form 5500 filing — Masonicare Corporation 401(K) Retirement 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 20241015144748NAL0030031697001) for Masonicare Corporation 401(K) Retirement Savings Plan, reported by Masonicare Corporation under EIN 06-1435919 and plan number 002. It reports 2,257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144748NAL0030031697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Masonicare Corporation
- EIN
- 06-1435919
- Plan number
- 002
- Location
- Wallingford, CT
- Participants
- 2,257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,102,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,102,611
- Employer contributions
- $2,143,229
- Participant contributions
- $5,579,998
- Total income / additions
- $25,384,116
- Benefits paid
- $15,956,080
- Administrative expenses
- $206,367
- Total expenses
- $16,170,118
- Net increase / (decrease)
- $9,213,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $142,651 | $0 |
| Sageview Advisory Group, LLC | CONSULTANT | $51,330 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $6,815 | not reported in the loaded dataset |
| Pkf O'Connor Davies, Llp | ACCOUNTANT/AUDITOR | $5,646 | not reported in the loaded dataset |