Macandrews & Forbes Group, LLC Savings Or Cash Option Plan For Employees — Form 5500 plan (Macandrews & Forbes Group, LLC)
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, Macandrews & Forbes Group, LLC Savings Or Cash Option Plan For Employees is a benefit plan reported by Macandrews & Forbes Group, LLC under EIN 13-2632773 and plan number 003. The latest loaded filing year is 2023. The filing reports 401 participants and $44,075,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macandrews & Forbes Group, LLC
- EIN
- 13-2632773
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $44,075,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20241014153120NAL0054205906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,075,290
- Net assets (EOY)
- $44,075,290
- Net assets (BOY)
- $43,159,893
Income & contributions
- Employer contributions
- -$3,782
- Participant contributions
- $1,036,805
- Total contributions
- $1,033,023
- Total income / additions
- $8,785,920
Expenses & distributions
- Benefits paid
- $7,738,270
- Administrative expenses
- $132,253
- Total expenses
- $7,870,523
- Net increase / (decrease)
- $915,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services, In | NONE | $37,951 | not reported in the loaded dataset | 2023 |
| Morison Cogen Llp | NONE | $36,750 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | NONE | $32,552 | not reported in the loaded dataset | 2023 |
| Ubs Ag | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Macandrews & Forbes Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Schwab Retirement Plan Services, In — Schedule C compensation
- Morison Cogen Llp — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Ubs Ag — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation