The Macomb Group, Inc. Employees' 401(K) Plan — Form 5500 plan (The Macomb Group, 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, The Macomb Group, Inc. Employees' 401(K) Plan is a benefit plan reported by The Macomb Group, Inc. under EIN 38-2156104 and plan number 001. The latest loaded filing year is 2023. The filing reports 480 participants and $45,275,460 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Macomb Group, Inc.
EIN
38-2156104
Plan number
001
Plan type
2
Location
Sterling Heights, MI
Latest filing year
2023
Participants
480
End-of-year plan assets
$45,275,460

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023480H, C20241015123535NAL0028439313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,275,460
Total liabilities (EOY)
$7,939
Net assets (EOY)
$45,267,521
Net assets (BOY)
$28,403,332

Income & contributions

Employer contributions
$717,770
Participant contributions
$2,980,669
Total contributions
$3,963,264
Total income / additions
$9,341,119

Expenses & distributions

Benefits paid
$2,645,611
Administrative expenses
$95,716
Total expenses
$2,744,920
Net increase / (decrease)
$6,596,199

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel Nicolaus & Co IncADVISOR$56,067not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$39,649$02023

Related Form 5500 pages