Mary T. Inc. 401(K) Savings Plan — Form 5500 plan (Mary T. 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, Mary T. Inc. 401(K) Savings Plan is a benefit plan reported by Mary T. Inc. under EIN 41-1525780 and plan number 001. The latest loaded filing year is 2023. The filing reports 743 participants and $11,441,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mary T. Inc.
- EIN
- 41-1525780
- Plan number
- 001
- Plan type
- 2
- Location
- Coon Rapids, MN
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $11,441,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H, C | 20241015120745NAL0029542577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,441,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,441,284
- Net assets (BOY)
- $10,183,519
Income & contributions
- Employer contributions
- $284,424
- Participant contributions
- $1,023,094
- Total contributions
- $1,338,239
- Total income / additions
- $2,943,370
Expenses & distributions
- Benefits paid
- $1,564,585
- Administrative expenses
- $98,358
- Total expenses
- $1,685,605
- Net increase / (decrease)
- $1,257,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $72,111 | $0 | 2023 |
| Mma Securities | ADVISOR | $26,280 | not reported in the loaded dataset | 2023 |