How many benefit plans does Mackenzie Ventures, LLC report on Form 5500?

Mackenzie Ventures, LLC (EIN 46-3558556) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Mackenzie Ventures, LLC?

The Employer Identification Number (EIN) reported for Mackenzie Ventures, LLC is 46-3558556.

What is the latest Form 5500 filing year for Mackenzie Ventures, LLC?

The latest loaded Form 5500 filing year for Mackenzie Ventures, LLC is 2023.

Mackenzie Ventures, LLC — 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, Mackenzie Ventures, LLC (EIN 46-3558556) is a plan sponsor located in Lutherville, MD with 2 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: 46-3558556
Location: Lutherville, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,226,416
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $17,226,416

Contributions & income

Employer contributions: $140,211
Participant contributions: $849,416
Total income / additions: $3,896,076

Expenses & distributions

Benefits paid / distributions: $1,857,198
Total expenses: $1,908,348
Net increase / (decrease): $1,987,728

Coverage

Total reported participants: 395
Plans with financial statements: 1
Plans with provider compensation: 2

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

Mackenzie Ventures, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Mackenzie Companies 401(K) Plan	001	220	$17,226,416	2023
Mackenzie Ventures LLC Welfare Benefit Plan	501	175	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mackenzie Ventures, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Mackenzie Companies 401(K) Plan	220	H, C	20240729104352NAL0012420611001
2023	Mackenzie Ventures LLC Welfare Benefit Plan	175	C	20250215210127NAL0046310928001