2023 Form 5500 filing — Mark C. Malcolm Ii 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722110200NAL0017327968004) for Mark C. Malcolm Ii 401(K) Plan, reported by Mark C. Malcolm Ii under EIN 27-4648368 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$110.4KReported net assets$110,425
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240722110200NAL0017327968004
Plan sponsor
Mark C. Malcolm Ii
EIN
27-4648368
Plan number
001
Location
Penn Yan, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$110.4K total assets
Net assets$110.4KLiabilities
Money in vs. money out
Total income / additions$41.6K
Total expenses$2.9K
Benefits paid / distributions$2.9K
Contributions
EmployerNot reported
Participant$40K
Full reported line items
Total assets (EOY)
$110,425
Net assets (EOY)
$110,425
Participant contributions
$40,000
Total income / additions
$41,615
Benefits paid
$2,900
Total expenses
$2,916
Net increase / (decrease)
$38,699

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722110200NAL0017327968004 cover?
It is the 2023 Form 5500 filing for Mark C. Malcolm Ii 401(K) Plan, reported by Mark C. Malcolm Ii (EIN 27-4648368).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages