Mazzetti 401(K) 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 401(K) Plan is a benefit plan reported by Mazzetti, Inc. under EIN 94-1722463 and plan number 003. The latest loaded filing year is 2023. The filing reports 332 participants and $42,586,343 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mazzetti, Inc.
EIN
94-1722463
Plan number
003
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
332
End-of-year plan assets
$42,586,343

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20241015184052NAL0030652481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,586,343
Total liabilities (EOY)
$0
Net assets (EOY)
$42,586,343
Net assets (BOY)
$37,798,217

Income & contributions

Employer contributions
$494,264
Participant contributions
$1,979,109
Total contributions
$2,773,473
Total income / additions
$9,223,198

Expenses & distributions

Benefits paid
$4,371,395
Administrative expenses
$63,629
Total expenses
$4,435,072
Net increase / (decrease)
$4,788,126

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Innovest Portfolio Solutions LLCADVISOR$37,950not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$25,679$02023

Related Form 5500 pages