Albert & Mackenzie, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Albert & Mackenzie, Llp)
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, Albert & Mackenzie, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Albert & Mackenzie, Llp under EIN 82-1962454 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $22,821,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Albert & Mackenzie, Llp
- EIN
- 82-1962454
- Plan number
- 001
- Plan type
- 2
- Location
- Agoura Hills, CA
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $22,821,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20241014211739NAL0015555827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,821,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,821,924
- Net assets (BOY)
- $16,502,643
Income & contributions
- Employer contributions
- $1,141,155
- Participant contributions
- $1,750,415
- Total contributions
- $4,097,608
- Total income / additions
- $7,161,991
Expenses & distributions
- Benefits paid
- $622,307
- Administrative expenses
- $189,805
- Total expenses
- $842,710
- Net increase / (decrease)
- $6,319,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $129,124 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $38,386 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $23,629 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Albert & Mackenzie, Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Agoura Hills, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation