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 Mackenzie Companies 401(K) Plan is a benefit plan reported by Mackenzie Ventures, LLC under EIN 46-3558556 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $17,226,416 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,226,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,226,416
- Net assets (BOY)
- $15,238,688
Income & contributions
- Employer contributions
- $140,211
- Participant contributions
- $849,416
- Total contributions
- $1,026,155
- Total income / additions
- $3,896,076
Expenses & distributions
- Benefits paid
- $1,857,198
- Administrative expenses
- $51,150
- Total expenses
- $1,908,348
- Net increase / (decrease)
- $1,987,728