Macro-Pro, Inc. 401(K) Plan — Form 5500 plan (Macro-Pro, 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, Macro-Pro, Inc. 401(K) Plan is a benefit plan reported by Macro-Pro, Inc. under EIN 33-0387596 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $18,717,693 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.7MPlan net assets, end of year$18,717,693
Participants150Covered participants reported
Assets / participant$124.8KComputed: assets ÷ participants$124,785 (computed)
Provider compensation$37.6K4 Schedule C provider row(s)$37,567
- Plan sponsor
- Macro-Pro, Inc.
- EIN
- 33-0387596
- Plan number
- 001
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240730155556NAL0044409618002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.7M total assets
Net assets$18.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $18,717,693
- Net assets (EOY)
- $18,717,693
- Net assets (BOY)
- $15,435,419
Income & contributions
- Employer contributions
- $546,416
- Participant contributions
- $1,148,082
- Total contributions
- $1,800,892
- Total income / additions
- $4,253,214
Expenses & distributions
- Benefits paid
- $899,601
- Administrative expenses
- $19,683
- Total expenses
- $970,940
- Net increase / (decrease)
- $3,282,274
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reilly Financial Advisors LLC | OTHER | $14,382 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,545 | $0 | 2023 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $7,416 | $0 | 2023 |
| Nfp Retirement Inc. | OTHER | $6,224 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Macro-Pro, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Reilly Financial Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation