2023 Form 5500 filing — Mandli Communications, Inc. 401(K) Profit Sharing 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 20241014162652NAL0013619747001) for Mandli Communications, Inc. 401(K) Profit Sharing Plan And Trust, reported by Mandli Communications, Inc. under EIN 39-1480132 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162652NAL0013619747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mandli Communications, Inc.
- EIN
- 39-1480132
- Plan number
- 001
- Location
- Fitchburg, WI
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,197,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,197,714
- Employer contributions
- $127,237
- Participant contributions
- $319,394
- Total income / additions
- $1,102,746
- Benefits paid
- $573,640
- Administrative expenses
- $49,353
- Total expenses
- $622,993
- Net increase / (decrease)
- $479,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reilly Penner & Benton Llp | AUDITOR | $21,300 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,366 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $11,200 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $4,198 | not reported in the loaded dataset |
| Peak Retirement Group | CONTRACT ADMIN | $1,589 | $1,931 |