Magotteaux, Inc. Asset Accumulation 401(K) Retirement Plan — Form 5500 plan (Magotteaux, 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, Magotteaux, Inc. Asset Accumulation 401(K) Retirement Plan is a benefit plan reported by Magotteaux, Inc. under EIN 34-1055680 and plan number 002. The latest loaded filing year is 2023. The filing reports 274 participants and $39,757,718 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Magotteaux, Inc.
EIN
34-1055680
Plan number
002
Plan type
2
Location
Franklin, TN
Latest filing year
2023
Participants
274
End-of-year plan assets
$39,757,718

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20241002124615NAL0004016595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,757,718
Total liabilities (EOY)
$1
Net assets (EOY)
$39,757,717
Net assets (BOY)
$30,334,007

Income & contributions

Employer contributions
$795,135
Participant contributions
$1,260,789
Total contributions
$2,544,233
Total income / additions
$10,569,274

Expenses & distributions

Benefits paid
$1,126,001
Administrative expenses
$19,563
Total expenses
$1,145,564
Net increase / (decrease)
$9,423,710

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$11,325not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,263$02023

Related Form 5500 pages