Mccormack Baron Salazar, Inc. — 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, Mccormack Baron Salazar, Inc. (EIN 43-1053637) is a plan sponsor located in Saint Louis, MO 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
43-1053637
Location
Saint Louis, MO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,372,165
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$30,372,165

Contributions & income

Employer contributions
$792,409
Participant contributions
$1,690,744
Total income / additions
$7,297,113

Expenses & distributions

Benefits paid / distributions
$3,843,555
Total expenses
$3,955,256
Net increase / (decrease)
$3,341,857

Coverage

Total reported participants
1,614
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Mccormack Baron Salazar, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mccormack Baron 401(K) Plan001662$30,372,1652023
Mccormack Baron Salazar Flexible Benefit Plan502952not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mccormack Baron Salazar, Inc.
YearPlanParticipantsSchedulesFiling
2023Mccormack Baron Salazar Flexible Benefit Plan95220240430064731NAL0015610032001
2023Mccormack Baron 401(K) Plan662H, C20241015101547NAL0014383571001

Related Form 5500 pages