W. B. Mason Company Retirement 401(K) Plan & Trust — Form 5500 plan (W. B. Mason Co. Inc.)
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, W. B. Mason Company Retirement 401(K) Plan & Trust is a benefit plan reported by W. B. Mason Co. Inc. under EIN 04-2455641 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,508 participants and $183,687,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W. B. Mason Co. Inc.
- EIN
- 04-2455641
- Plan number
- 001
- Plan type
- 2
- Location
- Brockton, MA
- Latest filing year
- 2023
- Participants
- 3,508
- End-of-year plan assets
- $183,687,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,508 | H, C | 20240927153016NAL0001158739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,687,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $183,687,726
- Net assets (BOY)
- $156,310,425
Income & contributions
- Employer contributions
- $1,600,679
- Participant contributions
- $13,953,220
- Total contributions
- $15,809,078
- Total income / additions
- $44,925,151
Expenses & distributions
- Benefits paid
- $17,271,840
- Administrative expenses
- $246,112
- Total expenses
- $17,547,850
- Net increase / (decrease)
- $27,377,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $102,367 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $60,705 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | CONSULTANT | $40,000 | not reported in the loaded dataset | 2023 |
| Mazars Usa Llp | ACCOUNTANT/AUDITOR | $14,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W. B. Mason Co. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Brockton, MA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Mazars Usa Llp — Schedule C compensation