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, Mccormack Baron 401(K) Plan is a benefit plan reported by Mccormack Baron Salazar, Inc. under EIN 43-1053637 and plan number 001. The latest loaded filing year is 2023. The filing reports 662 participants and $30,372,165 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,372,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,372,165
- Net assets (BOY)
- $27,030,308
Income & contributions
- Employer contributions
- $792,409
- Participant contributions
- $1,690,744
- Total contributions
- $2,843,897
- Total income / additions
- $7,297,113
Expenses & distributions
- Benefits paid
- $3,843,555
- Administrative expenses
- $96,022
- Total expenses
- $3,955,256
- Net increase / (decrease)
- $3,341,857