Maillie Llp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Maillie Llp)
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, Maillie Llp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Maillie Llp under EIN 23-1518888 and plan number 002. The latest loaded filing year is 2023. The filing reports 116 participants and $26,277,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maillie Llp
- EIN
- 23-1518888
- Plan number
- 002
- Plan type
- 2
- Location
- Royersford, PA
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $26,277,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241004130037NAL0019655056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,277,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,277,615
- Net assets (BOY)
- $23,947,546
Income & contributions
- Employer contributions
- $405,272
- Participant contributions
- $1,010,993
- Total contributions
- $1,419,775
- Total income / additions
- $5,230,828
Expenses & distributions
- Benefits paid
- $2,891,593
- Administrative expenses
- $9,166
- Total expenses
- $2,900,759
- Net increase / (decrease)
- $2,330,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $8,306 | not reported in the loaded dataset | 2023 |