2023 Form 5500 filing — Mccormack Baron 401(K) 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 20241015101547NAL0014383571001) for Mccormack Baron 401(K) Plan, reported by Mccormack Baron Salazar, Inc. under EIN 43-1053637 and plan number 001. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$30.4MReported net assets$30,372,165
Participants662
Provider compensation$96K2 Schedule C row(s)$96,022
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015101547NAL0014383571001
- Plan sponsor
- Mccormack Baron Salazar, Inc.
- EIN
- 43-1053637
- Plan number
- 001
- Location
- St. Louis, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$30.4M total assets
Net assets$30.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,372,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,372,165
- Employer contributions
- $792,409
- Participant contributions
- $1,690,744
- Total income / additions
- $7,297,113
- Benefits paid
- $3,843,555
- Administrative expenses
- $96,022
- Total expenses
- $3,955,256
- Net increase / (decrease)
- $3,341,857
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $52,157 | $0 |
| Enterprise Bank & Trust | ADVISOR | $43,865 | not reported in the loaded dataset |