Masonicare Corporation 401(K) Retirement Savings Plan — Form 5500 plan (Masonicare Corporation)
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, Masonicare Corporation 401(K) Retirement Savings Plan is a benefit plan reported by Masonicare Corporation under EIN 06-1435919 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,257 participants and $118,102,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Masonicare Corporation
- EIN
- 06-1435919
- Plan number
- 002
- Plan type
- 2
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 2,257
- End-of-year plan assets
- $118,102,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,257 | H, C | 20241015144748NAL0030031697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,102,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,102,611
- Net assets (BOY)
- $108,888,613
Income & contributions
- Employer contributions
- $2,143,229
- Participant contributions
- $5,579,998
- Total contributions
- $8,218,915
- Total income / additions
- $25,384,116
Expenses & distributions
- Benefits paid
- $15,956,080
- Administrative expenses
- $206,367
- Total expenses
- $16,170,118
- Net increase / (decrease)
- $9,213,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $142,651 | $0 | 2023 |
| Sageview Advisory Group, LLC | CONSULTANT | $51,330 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,815 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies, Llp | ACCOUNTANT/AUDITOR | $5,646 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Masonicare Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Fidelity Investments Institutional — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Pkf O'Connor Davies, Llp — Schedule C compensation