2023 Form 5500 filing — The Mahoney Group 401(K) Plan And Trust
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 20241010123750NAL0020976833001) for The Mahoney Group 401(K) Plan And Trust, reported by Southwestern Financial Corp. under EIN 86-0224638 and plan number 002. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123750NAL0020976833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwestern Financial Corp.
- EIN
- 86-0224638
- Plan number
- 002
- Location
- Mesa, AZ
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,689,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,689,864
- Employer contributions
- $469,408
- Participant contributions
- $1,481,352
- Total income / additions
- $5,236,577
- Benefits paid
- $1,455,188
- Administrative expenses
- $755
- Total expenses
- $1,455,943
- Net increase / (decrease)
- $3,780,634
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $830 | $0 |