2023 Form 5500 filing — Mashburn 401k 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 20241002101028NAL0008640129001) for Mashburn 401k Plan, reported by Mashburn, LLC under EIN 20-8815980 and plan number 001. It reports 251 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)$3.6MReported net assets$3,559,366
Participants251
Provider compensation$12K1 Schedule C row(s)$12,026
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002101028NAL0008640129001
Plan sponsor
Mashburn, LLC
EIN
20-8815980
Plan number
001
Location
Atlanta, GA
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)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$102.3K
Benefits paid / distributions$90.3K
Contributions
Employer$285.6K
Participant$552.2K
Full reported line items
Total assets (EOY)
$3,559,366
Total liabilities (EOY)
$0
Net assets (EOY)
$3,559,366
Employer contributions
$285,598
Participant contributions
$552,246
Total income / additions
$1,331,593
Benefits paid
$90,309
Administrative expenses
$12,026
Total expenses
$102,335
Net increase / (decrease)
$1,229,258
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $12K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002101028NAL0008640129001 cover?
It is the 2023 Form 5500 filing for Mashburn 401k Plan, reported by Mashburn, LLC (EIN 20-8815980).
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