Mazzetti, Inc. Employee Stock Ownership Plan — Form 5500 plan (Mazzetti, 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, Mazzetti, Inc. Employee Stock Ownership Plan is a benefit plan reported by Mazzetti, Inc. under EIN 94-1722463 and plan number 002. The latest loaded filing year is 2023. The filing reports 275 participants and $4,038,526 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4MPlan net assets, end of year$4,038,526
Participants275Covered participants reported
Assets / participant$14.7KComputed: assets ÷ participants$14,686 (computed)
Provider compensationNone reported
Plan sponsor
Mazzetti, Inc.
EIN
94-1722463
Plan number
002
Plan type
2
Location
San Francisco, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H20241015181735NAL0029356849001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$481.1K
Total expenses$210.2K
Benefits paid / distributions$210.2K
Contributions
Employer$400K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,038,526
Total liabilities (EOY)
$0
Net assets (EOY)
$4,038,526
Net assets (BOY)
$3,767,683

Income & contributions

Employer contributions
$400,026
Total contributions
$400,026
Total income / additions
$481,081

Expenses & distributions

Benefits paid
$210,238
Administrative expenses
$0
Total expenses
$210,238
Net increase / (decrease)
$270,843
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income44%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages