2023 Form 5500 filing — The Mallory Group 401(K) 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 20250425130411NAL0005179651001) for The Mallory Group 401(K) Savings Plan, reported by The Mallory Group Incorporated under EIN 62-0291330 and plan number 004. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250425130411NAL0005179651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mallory Group Incorporated
- EIN
- 62-0291330
- Plan number
- 004
- Location
- Memphis, TN
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,369,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,369,547
- Employer contributions
- $307,703
- Participant contributions
- $1,135,461
- Total income / additions
- $5,182,604
- Benefits paid
- $1,401,209
- Administrative expenses
- $85,871
- Total expenses
- $1,488,949
- Net increase / (decrease)
- $3,693,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | ADVISOR | $42,697 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $40,524 | not reported in the loaded dataset |