Mazama Investments, Inc. Retirement Plan — Form 5500 plan (Mazama Investments, 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, Mazama Investments, Inc. Retirement Plan is a benefit plan reported by Mazama Investments, Inc. under EIN 46-0644204 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $694,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mazama Investments, Inc.
- EIN
- 46-0644204
- Plan number
- 001
- Plan type
- 2
- Location
- Dripping Springs, TX
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $694,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20250402134514NAL0005381395001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $694,334
- Net assets (EOY)
- $694,334
- Net assets (BOY)
- $723,372
Income & contributions
- Total income / additions
- -$29,038
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$29,038
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.