The Mazzella Companies Savings & Retirement Plan — Form 5500 plan (Maz Shared Management Company, LLC)
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, The Mazzella Companies Savings & Retirement Plan is a benefit plan reported by Maz Shared Management Company, LLC under EIN 45-2600873 and plan number 001. The latest loaded filing year is 2023. The filing reports 907 participants and $51,440,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maz Shared Management Company, LLC
- EIN
- 45-2600873
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 907
- End-of-year plan assets
- $51,440,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 907 | H, C | 20241010071444NAL0040087778001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,440,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,440,240
- Net assets (BOY)
- $42,753,109
Income & contributions
- Employer contributions
- $2,095,005
- Participant contributions
- $4,359,866
- Total contributions
- $6,872,698
- Total income / additions
- $13,647,400
Expenses & distributions
- Benefits paid
- $4,660,464
- Administrative expenses
- $299,805
- Total expenses
- $4,960,269
- Net increase / (decrease)
- $8,687,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Services, Inc. | ADVISOR | $211,667 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORD-KEEPER | $74,868 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $13,270 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maz Shared Management Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Creative Planning Services, Inc. — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation