2023 Form 5500 filing — Macandrews & Forbes Group, LLC Savings Or Cash Option Plan For Employees
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 20241014153120NAL0054205906001) for Macandrews & Forbes Group, LLC Savings Or Cash Option Plan For Employees, reported by Macandrews & Forbes Group, LLC under EIN 13-2632773 and plan number 003. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153120NAL0054205906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macandrews & Forbes Group, LLC
- EIN
- 13-2632773
- Plan number
- 003
- Location
- New York, NY
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,075,290
- Net assets (EOY)
- $44,075,290
- Employer contributions
- -$3,782
- Participant contributions
- $1,036,805
- Total income / additions
- $8,785,920
- Benefits paid
- $7,738,270
- Administrative expenses
- $132,253
- Total expenses
- $7,870,523
- Net increase / (decrease)
- $915,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services, In | NONE | $37,951 | not reported in the loaded dataset |
| Morison Cogen Llp | NONE | $36,750 | not reported in the loaded dataset |
| Ubs Financial Services Inc | NONE | $32,552 | not reported in the loaded dataset |
| Ubs Ag | NONE | $25,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |