2023 Form 5500 filing — Macro-Pro, Inc. 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 20240730155556NAL0044409618002) for Macro-Pro, Inc. 401(K) Plan, reported by Macro-Pro, Inc. under EIN 33-0387596 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.7MReported net assets$18,717,693
Participants150
Provider compensation$37.6K4 Schedule C row(s)$37,567
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730155556NAL0044409618002
Plan sponsor
Macro-Pro, Inc.
EIN
33-0387596
Plan number
001
Location
Long Beach, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$18.7M total assets
Net assets$18.7MLiabilities
Money in vs. money out
Total income / additions$4.3M
Total expenses$970.9K
Benefits paid / distributions$899.6K
Contributions
Employer$546.4K
Participant$1.1M
Full reported line items
Total assets (EOY)
$18,717,693
Net assets (EOY)
$18,717,693
Employer contributions
$546,416
Participant contributions
$1,148,082
Total income / additions
$4,253,214
Benefits paid
$899,601
Administrative expenses
$19,683
Total expenses
$970,940
Net increase / (decrease)
$3,282,274
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    OTHER · Direct $14.4K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $9.5K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $7.4K · Indirect $0
  4. 4
    OTHER · Direct $6.2K · Indirect $0

Related Form 5500 pages