E.T. Mackenzie Company Employee Profit Sharing 401(K) Plan — Form 5500 plan (E.T. Mackenzie Company)
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, E.T. Mackenzie Company Employee Profit Sharing 401(K) Plan is a benefit plan reported by E.T. Mackenzie Company under EIN 38-2405622 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $17,442,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E.T. Mackenzie Company
- EIN
- 38-2405622
- Plan number
- 001
- Plan type
- 3
- Location
- Grand Ledge, MI
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $17,442,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20240802125623NAL0014223027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,442,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,442,952
- Net assets (BOY)
- $14,636,597
Income & contributions
- Employer contributions
- $491,596
- Participant contributions
- $1,240,978
- Total contributions
- $1,808,936
- Total income / additions
- $4,465,798
Expenses & distributions
- Benefits paid
- $1,592,973
- Administrative expenses
- $65,408
- Total expenses
- $1,659,443
- Net increase / (decrease)
- $2,806,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategies Wealth Advisors, LLC | INVESTMENT ADVISOR | $31,530 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,508 | $0 | 2023 |
| Maner Costerisan & Ellis Pc Dba Man | AUDITOR | $7,330 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for E.T. Mackenzie Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Ledge, MI
- Strategies Wealth Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Maner Costerisan & Ellis Pc Dba Man — Schedule C compensation