2023 Form 5500 filing — Mandel Group, Inc. Salary Savings 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 20240812103214NAL0005108467001) for Mandel Group, Inc. Salary Savings 401(K) Plan, reported by Mandel Group, Inc. under EIN 39-1710347 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812103214NAL0005108467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mandel Group, Inc.
- EIN
- 39-1710347
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,861,781
- Total liabilities (EOY)
- $30,530
- Net assets (EOY)
- $12,831,251
- Employer contributions
- $211,467
- Participant contributions
- $700,909
- Total income / additions
- $2,889,547
- Benefits paid
- $395,614
- Administrative expenses
- $13,593
- Total expenses
- $448,632
- Net increase / (decrease)
- $2,440,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors Networks LLC | SERVICE PROVIDER | $0 | $26,401 |
| Cetera Investment Advisers, LLC | SERVICE PROVIDER | $0 | $19,884 |
| Latitude Service Company, Inc | TPA | $0 | $4,274 |
| Bene Track Inc. | TPA | $0 | $1,368 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |