2023 Form 5500 filing — Mayo Fertilizer, Inc. 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 20241119092253NAL0004257712001) for Mayo Fertilizer, Inc. 401(K) Plan, reported by Mayo Fertilizer, Inc. under EIN 59-2015559 and plan number 001. It reports 131 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)$3.8MReported net assets$3,841,129
Participants131
Provider compensation$12.9K3 Schedule C row(s)$12,878
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241119092253NAL0004257712001
- Plan sponsor
- Mayo Fertilizer, Inc.
- EIN
- 59-2015559
- Plan number
- 001
- Location
- Mayo, FL
- 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)$3.8M total assets
Net assets$3.8MLiabilities$1.6K
Full reported line items
- Total assets (EOY)
- $3,842,738
- Total liabilities (EOY)
- $1,609
- Net assets (EOY)
- $3,841,129
- Employer contributions
- $334,678
- Participant contributions
- $209,140
- Total income / additions
- $1,069,501
- Benefits paid
- $47,840
- Administrative expenses
- $17,396
- Total expenses
- $65,236
- Net increase / (decrease)
- $1,004,265
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $10,522 | not reported in the loaded dataset |
| Janet A Panebianco Cpa Pllc | CONTRACT ADMINISTRATOR | $450 | $1,456 |
| Empower Annuity Insurance Company | RECORDKEEPER | $450 | $0 |