2023 Form 5500 filing — The Mallory Group Retirement Savings 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 20250313113155NAL0034689632001) for The Mallory Group Retirement Savings Plan, reported by The Mallory Group Incorporated under EIN 62-0291330 and plan number 003. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313113155NAL0034689632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mallory Group Incorporated
- EIN
- 62-0291330
- Plan number
- 003
- Location
- Memphis, TN
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,018,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,018,151
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $163,300
- Benefits paid
- $72,275
- Administrative expenses
- $14,924
- Total expenses
- $87,199
- Net increase / (decrease)
- $76,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burleigh Consulting Group | NONE | $9,074 | $0 |
| Forvis Mazars Llp | NONE | $4,750 | $0 |