2023 Form 5500 filing — Mauldin & Jenkins 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 20250313105515NAL0034656464001) for Mauldin & Jenkins 401 (K) Plan, reported by Mauldin & Jenkins, LLC under EIN 58-0692043 and plan number 002. It reports 605 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)$65.6MReported net assets$65,611,185
Participants605
Provider compensation$54.6K2 Schedule C row(s)$54,575
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250313105515NAL0034656464001
Plan sponsor
Mauldin & Jenkins, LLC
EIN
58-0692043
Plan number
002
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$65.6M total assets
Net assets$65.6MLiabilities$0
Money in vs. money out
Total income / additions$17.1M
Total expenses$7.5M
Benefits paid / distributions$7.4M
Contributions
Employer$1.6M
Participant$4.6M
Full reported line items
Total assets (EOY)
$65,611,185
Total liabilities (EOY)
$0
Net assets (EOY)
$65,611,185
Employer contributions
$1,562,679
Participant contributions
$4,595,714
Total income / additions
$17,057,053
Benefits paid
$7,417,973
Administrative expenses
$54,575
Total expenses
$7,472,548
Net increase / (decrease)
$9,584,505
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $38.4K · Indirect $0
  2. 2
    ADVISOR · Direct $16.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250313105515NAL0034656464001 cover?
It is the 2023 Form 5500 filing for Mauldin & Jenkins 401 (K) Plan, reported by Mauldin & Jenkins, LLC (EIN 58-0692043).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages