2023 Form 5500 filing — The Mackenzie Esop
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 20250428144802NAL0012334529001) for The Mackenzie Esop, reported by Mackenzie Group Inc under EIN 13-5667459 and plan number 002. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250428144802NAL0012334529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mackenzie Group Inc
- EIN
- 13-5667459
- Plan number
- 002
- Location
- North Bergen, NJ
- Participants
- 58
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,182,540
- Net assets (EOY)
- $9,182,540
- Total income / additions
- $2,288,625
- Benefits paid
- $1,802,800
- Total expenses
- $1,802,800
- Net increase / (decrease)
- $485,825
- Schedule source
- Schedule I