Mark Anthony Group 401(K) Plan — Form 5500 plan (Mark Anthony Brands 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, Mark Anthony Group 401(K) Plan is a benefit plan reported by Mark Anthony Brands Inc. under EIN 91-1784836 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,436 participants and $62,944,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mark Anthony Brands Inc.
EIN
91-1784836
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,436
End-of-year plan assets
$62,944,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,436H, C20241009114059NAL0031049008007

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,944,818
Total liabilities (EOY)
$11,939
Net assets (EOY)
$62,932,879
Net assets (BOY)
$45,511,185

Income & contributions

Employer contributions
$4,000,051
Participant contributions
$7,002,357
Total contributions
$12,958,530
Total income / additions
$21,595,821

Expenses & distributions

Benefits paid
$3,744,488
Administrative expenses
$306,196
Total expenses
$4,174,127
Net increase / (decrease)
$17,421,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Comp Of AmerNONE$84,284$02023
Empower Advisory Group, LLCNONE$77,628not reported in the loaded dataset2023
Hunnex & ShoemakerNONE$68,690not reported in the loaded dataset2023
Gallagher Benefit ServicesNONE$52,500not reported in the loaded dataset2023
Cbiz Accounting Tax&Advisory Of WaNONE$23,000not reported in the loaded dataset2023

Related Form 5500 pages