Mary Ann Liebert, Inc. 401(K) Plan — Form 5500 plan (Mary Ann Liebert, 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, Mary Ann Liebert, Inc. 401(K) Plan is a benefit plan reported by Mary Ann Liebert, Inc. under EIN 13-3025783 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $16,555,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mary Ann Liebert, Inc.
- EIN
- 13-3025783
- Plan number
- 001
- Plan type
- 2
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $16,555,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241010090037NAL0009838323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,555,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,555,317
- Net assets (BOY)
- $14,045,912
Income & contributions
- Employer contributions
- $433,143
- Participant contributions
- $1,250,003
- Total contributions
- $1,772,410
- Total income / additions
- $3,914,739
Expenses & distributions
- Benefits paid
- $1,360,162
- Administrative expenses
- $45,172
- Total expenses
- $1,405,334
- Net increase / (decrease)
- $2,509,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $39,709 | not reported in the loaded dataset | 2023 |
| First Great-West Life & Annuity | RECORDKEEPER | $6,779 | $0 | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $2,388 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mary Ann Liebert, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Rochelle, NY
- Empower Advisory Group, LLC — Schedule C compensation
- First Great-West Life & Annuity — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation