2023 Form 5500 filing — Mike Albert Leasing, Inc. Retirement Savings 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 20241002144741NAL0008478625001) for Mike Albert Leasing, Inc. Retirement Savings Plan, reported by Mike Albert Leasing, Inc. under EIN 31-0604321 and plan number 001. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002144741NAL0008478625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mike Albert Leasing, Inc.
- EIN
- 31-0604321
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,870,439
- Total liabilities (EOY)
- $11,250
- Net assets (EOY)
- $85,859,189
- Employer contributions
- $800,596
- Participant contributions
- $2,144,680
- Total income / additions
- $17,935,811
- Benefits paid
- $8,505,070
- Administrative expenses
- $119,250
- Total expenses
- $8,624,320
- Net increase / (decrease)
- $9,311,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fund Evaluation Group, LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $39,423 | $0 |
| Deloitte & Touche Llp | ACCOUNTANT/AUDITOR | $29,242 | not reported in the loaded dataset |