Mahr Inc. Employees 401(K) Plan — Form 5500 plan (Mahr Inc.)
Plain-English plan 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, Mahr Inc. Employees 401(K) Plan is a benefit plan reported by Mahr Inc. under EIN 05-0319644 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $27,011,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mahr Inc.
- EIN
- 05-0319644
- Plan number
- 001
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $27,011,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20240715093355NAL0002287954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,011,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,011,277
- Net assets (BOY)
- $23,634,209
Income & contributions
- Employer contributions
- $319,251
- Participant contributions
- $1,247,712
- Total contributions
- $1,866,264
- Total income / additions
- $6,099,492
Expenses & distributions
- Benefits paid
- $2,719,774
- Administrative expenses
- $2,650
- Total expenses
- $2,722,424
- Net increase / (decrease)
- $3,377,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth Inc | ADVISOR | $0 | $61,961 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,650 | $0 | 2023 |