2023 Form 5500 filing — Mahlum Architects, Inc. Retirement 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 20240828165520NAL0005877555001) for Mahlum Architects, Inc. Retirement Plan, reported by Mahlum Architects, Inc. under EIN 91-0939210 and plan number 001. It reports 161 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)$24.9MReported net assets$24,939,125
Participants161
Provider compensation$56.7K3 Schedule C row(s)$56,746
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828165520NAL0005877555001
Plan sponsor
Mahlum Architects, Inc.
EIN
91-0939210
Plan number
001
Location
Seattle, WA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$24.9M total assets
Net assets$24.9MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$225.2K
Participant$805.9K
Full reported line items
Total assets (EOY)
$24,939,125
Total liabilities (EOY)
$0
Net assets (EOY)
$24,939,125
Employer contributions
$225,162
Participant contributions
$805,917
Total income / additions
$5,319,817
Benefits paid
$1,284,019
Administrative expenses
$56,749
Total expenses
$1,362,113
Net increase / (decrease)
$3,957,704
Schedule C

Reported service provider compensation

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

  1. 1
    Nwps$23.2K
    TPA · Direct $23.2K
  2. 2
    INVESTMENT MANAGER · Direct $22.5K
  3. 3
    CUSTODIAN · Direct $11K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828165520NAL0005877555001 cover?
It is the 2023 Form 5500 filing for Mahlum Architects, Inc. Retirement Plan, reported by Mahlum Architects, Inc. (EIN 91-0939210).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages