Mariani Enterprises 401(K) Savings Plan — Form 5500 plan (Mariani Enterprises 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, Mariani Enterprises 401(K) Savings Plan is a benefit plan reported by Mariani Enterprises LLC under EIN 36-3309795 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,008 participants and $42,801,789 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mariani Enterprises LLC
EIN
36-3309795
Plan number
001
Plan type
2
Location
Lake Bluff, IL
Latest filing year
2023
Participants
3,008
End-of-year plan assets
$42,801,789

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,008H, C20241015101057NAL0056946658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,801,789
Total liabilities (EOY)
$0
Net assets (EOY)
$42,801,789
Net assets (BOY)
$27,347,001

Income & contributions

Employer contributions
$2,146,063
Participant contributions
$4,547,481
Total contributions
$11,989,561
Total income / additions
$17,181,703

Expenses & distributions

Benefits paid
$1,638,681
Administrative expenses
$88,234
Total expenses
$1,726,915
Net increase / (decrease)
$15,454,788

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Advisors, LLCRETAINED BY EMPLOYER$62,131not reported in the loaded dataset2023
John HancockRECORDKEEPER$26,103$02023

Related Form 5500 pages