Macallister Retirement Savings Plan — Form 5500 plan (Macallister Machinery Co., 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, Macallister Retirement Savings Plan is a benefit plan reported by Macallister Machinery Co., Inc under EIN 35-0791060 and plan number 003. The latest loaded filing year is 2023. The filing reports 600 participants and $88,761,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macallister Machinery Co., Inc
- EIN
- 35-0791060
- Plan number
- 003
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 600
- End-of-year plan assets
- $88,761,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H, C | 20240830080048NAL0014628625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,761,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,761,441
- Net assets (BOY)
- $81,032,773
Income & contributions
- Employer contributions
- $1,417,595
- Participant contributions
- $3,634,125
- Total contributions
- $5,424,366
- Total income / additions
- $18,084,073
Expenses & distributions
- Benefits paid
- $8,520,264
- Administrative expenses
- $38,039
- Total expenses
- $8,582,808
- Net increase / (decrease)
- $9,501,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $36,828 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $861 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $350 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. (Brokera | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Macallister Machinery Co., Inc
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants — Schedule C compensation
- Charles Schwab & Co., Inc. (Brokera — Schedule C compensation