Makino Mote 401(K) Savings Plan — Form 5500 plan (Makino, 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, Makino Mote 401(K) Savings Plan is a benefit plan reported by Makino, Inc. under EIN 31-0352460 and plan number 130. The latest loaded filing year is 2023. The filing reports 649 participants and $115,716,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Makino, Inc.
- EIN
- 31-0352460
- Plan number
- 130
- Plan type
- 2
- Location
- Mason, OH
- Latest filing year
- 2023
- Participants
- 649
- End-of-year plan assets
- $115,716,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 649 | H, C | 20241015075857NAL0055145698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,716,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,716,292
- Net assets (BOY)
- $100,403,350
Income & contributions
- Employer contributions
- $2,289,835
- Participant contributions
- $5,032,347
- Total contributions
- $7,809,548
- Total income / additions
- $26,683,451
Expenses & distributions
- Benefits paid
- $11,155,892
- Administrative expenses
- $188,537
- Total expenses
- $11,370,509
- Net increase / (decrease)
- $15,312,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $172,222 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | OTHER SERVICES | $0 | $80,723 | 2023 |
| Envestnet Asset Management Inc | INV ADV, PARTICIPANTS | $9,356 | not reported in the loaded dataset | 2023 |
| Total Wealth Planning LLC | INV ADV, PARTICIPANTS | $6,781 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Makino, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mason, OH
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Total Wealth Planning LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation