2023 Form 5500 filing — Macon Resources 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 20241004114541NAL0005663715001) for Macon Resources Inc Retirement Savings Plan, reported by Macon Resources Inc under EIN 37-1224992 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004114541NAL0005663715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macon Resources Inc
- EIN
- 37-1224992
- Plan number
- 001
- Location
- Decatur, IL
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,999,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,999,937
- Employer contributions
- $218,810
- Participant contributions
- $267,550
- Total income / additions
- $1,121,265
- Benefits paid
- $1,404,808
- Administrative expenses
- $28,849
- Total expenses
- $1,433,657
- Net increase / (decrease)
- -$312,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $24,029 | $0 |
| Investment Planners Inc | BROKER/ADVISOR | $0 | $12,162 |
| Futureplan By Ascensus-Bpc | CONTRACT ADMIN | $4,050 | not reported in the loaded dataset |
| Mml Insurance Agency LLC | BROKER/ADVISOR | $0 | $1,146 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $465 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5 | not reported in the loaded dataset |