The Mallory Group 401(K) Savings Plan — Form 5500 plan (The Mallory Group Incorporated)
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 Mallory Group 401(K) Savings Plan is a benefit plan reported by The Mallory Group Incorporated under EIN 62-0291330 and plan number 004. The latest loaded filing year is 2023. The filing reports 357 participants and $27,369,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mallory Group Incorporated
- EIN
- 62-0291330
- Plan number
- 004
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $27,369,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20250425130411NAL0005179651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,369,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,369,547
- Net assets (BOY)
- $19,789,401
Income & contributions
- Employer contributions
- $307,703
- Participant contributions
- $1,135,461
- Total contributions
- $1,569,327
- Total income / additions
- $5,182,604
Expenses & distributions
- Benefits paid
- $1,401,209
- Administrative expenses
- $85,871
- Total expenses
- $1,488,949
- Net increase / (decrease)
- $3,693,655
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates Inc | ADVISOR | $42,697 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $40,524 | not reported in the loaded dataset | 2023 |