2023 Form 5500 filing — Macro Solutions 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 20250218140230NAL0005209984001) for Macro Solutions 401(K) Plan, reported by Msol, Inc. Dba Macro Solutions, Inc. under EIN 36-4480652 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250218140230NAL0005209984001
Filing year
2023
Form type
2
Plan sponsor
Msol, Inc. Dba Macro Solutions, Inc.
EIN
36-4480652
Plan number
001
Location
Washington, DC
Participants
193
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,017,307
Total liabilities (EOY)
$0
Net assets (EOY)
$13,017,307
Employer contributions
$590,026
Participant contributions
$1,540,569
Total income / additions
$3,916,019
Benefits paid
$1,265,174
Administrative expenses
$55,945
Total expenses
$1,322,511
Net increase / (decrease)
$2,593,508
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$55,999$0
Kestra Investment Services LLCADVISORY SERVICES$0$24,919
Nfp Corporate Services (Pa), Inc.OTHER SERVICES$0$4,984

Related Form 5500 pages