Mandel Group, Inc. Salary Savings 401(K) Plan — Form 5500 plan (Mandel 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, Mandel Group, Inc. Salary Savings 401(K) Plan is a benefit plan reported by Mandel Group, Inc. under EIN 39-1710347 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $12,861,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mandel Group, Inc.
- EIN
- 39-1710347
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $12,861,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20240812103214NAL0005108467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,861,781
- Total liabilities (EOY)
- $30,530
- Net assets (EOY)
- $12,831,251
- Net assets (BOY)
- $10,390,336
Income & contributions
- Employer contributions
- $211,467
- Participant contributions
- $700,909
- Total contributions
- $920,910
- Total income / additions
- $2,889,547
Expenses & distributions
- Benefits paid
- $395,614
- Administrative expenses
- $13,593
- Total expenses
- $448,632
- Net increase / (decrease)
- $2,440,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors Networks LLC | SERVICE PROVIDER | $0 | $26,401 | 2023 |
| Cetera Investment Advisers, LLC | SERVICE PROVIDER | $0 | $19,884 | 2023 |
| Latitude Service Company, Inc | TPA | $0 | $4,274 | 2023 |
| Bene Track Inc. | TPA | $0 | $1,368 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mandel Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Cetera Advisors Networks LLC — Schedule C compensation
- Cetera Investment Advisers, LLC — Schedule C compensation
- Latitude Service Company, Inc — Schedule C compensation
- Bene Track Inc. — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation