The Mackenzie Esop — Form 5500 plan (Mackenzie Group 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, The Mackenzie Esop is a benefit plan reported by Mackenzie Group Inc under EIN 13-5667459 and plan number 002. The latest loaded filing year is 2023. The filing reports 58 participants and $9,182,540 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mackenzie Group Inc
- EIN
- 13-5667459
- Plan number
- 002
- Plan type
- 2
- Location
- North Bergen, NJ
- Latest filing year
- 2023
- Participants
- 58
- End-of-year plan assets
- $9,182,540
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 58 | I | 20250428144802NAL0012334529001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,182,540
- Net assets (EOY)
- $9,182,540
- Net assets (BOY)
- $8,696,715
Income & contributions
- Total income / additions
- $2,288,625
Expenses & distributions
- Benefits paid
- $1,802,800
- Total expenses
- $1,802,800
- Net increase / (decrease)
- $485,825
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.