Mason Companies Retirement And Savings Plan — Form 5500 plan (Mason Companies, 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, Mason Companies Retirement And Savings Plan is a benefit plan reported by Mason Companies, Inc under EIN 39-0455220 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,133 participants and $52,729,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mason Companies, Inc
- EIN
- 39-0455220
- Plan number
- 001
- Plan type
- 2
- Location
- Chippewa Falls, WI
- Latest filing year
- 2023
- Participants
- 1,133
- End-of-year plan assets
- $52,729,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,133 | H, C | 20241003164413NAL0010923281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,729,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,729,557
- Net assets (BOY)
- $50,011,984
Income & contributions
- Employer contributions
- $1,012,954
- Participant contributions
- $1,726,475
- Total contributions
- $3,313,504
- Total income / additions
- $11,650,008
Expenses & distributions
- Benefits paid
- $8,693,696
- Administrative expenses
- $238,739
- Total expenses
- $8,932,435
- Net increase / (decrease)
- $2,717,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Francis Investment Council | NONE | $94,125 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $87,580 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $28,822 | $0 | 2023 |
| Wipfli Llp | NONE | $28,212 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mason Companies, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Chippewa Falls, WI
- Francis Investment Council — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Wipfli Llp — Schedule C compensation