Mallory Safety And Supply Employees Retirement Plan — Form 5500 plan (Mallory Safety And Supply LLC)
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, Mallory Safety And Supply Employees Retirement Plan is a benefit plan reported by Mallory Safety And Supply LLC under EIN 27-3905150 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $6,376,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mallory Safety And Supply LLC
- EIN
- 27-3905150
- Plan number
- 001
- Plan type
- 2
- Location
- Longview, WA
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $6,376,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20250130093547NAL0000596193001 |
| 2023 | 584 | H, C | 20251015104901NAL0002272995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,056,417
- Total liabilities (EOY)
- $18,644
- Net assets (EOY)
- $12,037,773
- Net assets (BOY)
- $10,301,099
Income & contributions
- Employer contributions
- $424,488
- Participant contributions
- $1,331,112
- Total contributions
- $1,861,450
- Total income / additions
- $3,627,193
Expenses & distributions
- Benefits paid
- $1,863,296
- Administrative expenses
- $27,223
- Total expenses
- $1,890,519
- Net increase / (decrease)
- $1,736,674
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Fiduciary LLC | RECORDKEEPER | $13,304 | $537 | 2023 |
| Employee Fiduciary LLC | RECORDKEEPER | $2,712 | $14 | 2023 |