Mainstay Capital Markets Consu — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mainstay Capital Markets Consu (EIN 36-4529257) is a plan sponsor located in Atlanta, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-4529257
Location
Atlanta, GA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mainstay Capital Markets Consu

  • 1 loaded plans hold $1.7M in reported assets.
  • The largest, Mainstay Capital Markets Consultants, Inc. Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 18 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,729,416
Total reported assets$1.7M$1,729,416
Total reported participants18
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$82.7K
Participant contributions$164.6K
Total income / additions$474.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1.6K
Net increase / (decrease)$473.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Mainstay Capital Markets Consultants, Inc. Retirement Savings Plan
Participants per plan18Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mainstay Capital Markets Consu. Open one for its full reported snapshot.

  1. 2023
    Mainstay Capital Markets Consultants, Inc. Retirement Savings Plan18 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mainstay Capital Markets Consu report on Form 5500?
Mainstay Capital Markets Consu (EIN 36-4529257) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mainstay Capital Markets Consu?
The Employer Identification Number (EIN) reported for Mainstay Capital Markets Consu is 36-4529257.
What is the latest Form 5500 filing year for Mainstay Capital Markets Consu?
The latest loaded Form 5500 filing year for Mainstay Capital Markets Consu is 2023.

Related Form 5500 pages