2023 Form 5500 filing — Mazama Investments, Inc. Retirement 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 20250402134514NAL0005381395001) for Mazama Investments, Inc. Retirement Plan, reported by Mazama Investments, Inc. under EIN 46-0644204 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250402134514NAL0005381395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mazama Investments, Inc.
- EIN
- 46-0644204
- Plan number
- 001
- Location
- Dripping Springs, TX
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $694,334
- Net assets (EOY)
- $694,334
- Total income / additions
- -$29,038
- Total expenses
- $0
- Net increase / (decrease)
- -$29,038
- Schedule source
- Schedule I