2023 Form 5500 filing — Mackenzie Engineering Employees 401(K) Profit Sharing 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 20241014181802NAL0026926033001) for Mackenzie Engineering Employees 401(K) Profit Sharing Plan, reported by Mackenzie Engineering, Inc. under EIN 93-0573937 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014181802NAL0026926033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mackenzie Engineering, Inc.
- EIN
- 93-0573937
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,714,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,714,283
- Employer contributions
- $3,081,097
- Participant contributions
- $1,355,296
- Total income / additions
- $12,919,059
- Benefits paid
- $2,726,731
- Administrative expenses
- $85,792
- Total expenses
- $2,822,982
- Net increase / (decrease)
- $10,096,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,292 | $0 |
| Geffen Mesher & Company P C | CONSULTANT | $20,500 | not reported in the loaded dataset |
| Multnomah Group | CONSULTANT | $19,000 | not reported in the loaded dataset |