2023 Form 5500 filing — Mason Companies Retirement And 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 20241003164413NAL0010923281001) for Mason Companies Retirement And Savings Plan, reported by Mason Companies, Inc under EIN 39-0455220 and plan number 001. It reports 1,133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003164413NAL0010923281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mason Companies, Inc
- EIN
- 39-0455220
- Plan number
- 001
- Location
- Chippewa Falls, WI
- Participants
- 1,133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,729,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,729,557
- Employer contributions
- $1,012,954
- Participant contributions
- $1,726,475
- Total income / additions
- $11,650,008
- Benefits paid
- $8,693,696
- Administrative expenses
- $238,739
- Total expenses
- $8,932,435
- Net increase / (decrease)
- $2,717,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Francis Investment Council | NONE | $94,125 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $87,580 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $28,822 | $0 |
| Wipfli Llp | NONE | $28,212 | not reported in the loaded dataset |