2023 Form 5500 filing — Mack Uaw 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 20240830102457NAL0007086851001) for Mack Uaw 401(K) Plan, reported by Mack Trucks, Inc. under EIN 22-1582040 and plan number 012. It reports 4,306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830102457NAL0007086851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mack Trucks, Inc.
- EIN
- 22-1582040
- Plan number
- 012
- Location
- Greensboro, NC
- Participants
- 4,306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,832,976
- Net assets (EOY)
- $187,832,976
- Employer contributions
- $8,678,548
- Participant contributions
- $10,415,361
- Total income / additions
- $47,874,375
- Benefits paid
- $13,302,031
- Administrative expenses
- $221,873
- Total expenses
- $13,573,775
- Net increase / (decrease)
- $34,300,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $201,352 | $0 |
| Curcio Webb | CONSULTANT | $20,221 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |