Mackay Mitchell Envelope Company, LLC Retirement Savings Plan — Form 5500 plan (Mackay Mitchell Envelope Company, LLC)

Plain-English plan 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, Mackay Mitchell Envelope Company, LLC Retirement Savings Plan is a benefit plan reported by Mackay Mitchell Envelope Company, LLC under EIN 01-0893495 and plan number 002. The latest loaded filing year is 2023. The filing reports 245 participants and $14,340,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mackay Mitchell Envelope Company, LLC
EIN
01-0893495
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
245
End-of-year plan assets
$14,340,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245H, C20241009094423NAL0018112881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,340,087
Total liabilities (EOY)
$0
Net assets (EOY)
$14,340,087
Net assets (BOY)
$13,339,550

Income & contributions

Employer contributions
$154,114
Participant contributions
$427,222
Total contributions
$581,336
Total income / additions
$2,618,652

Expenses & distributions

Benefits paid
$1,520,691
Administrative expenses
$78,009
Total expenses
$1,618,115
Net increase / (decrease)
$1,000,537

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCNONE$41,709not reported in the loaded dataset2023
Hays CompaniesNONE$30,000not reported in the loaded dataset2023
Eisneramper LlpNONE$6,300not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages