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, Mackenzie-Childs 401(K) Plan is a benefit plan reported by Mackenzie-Childs, LLC under EIN 26-2208550 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $8,097,473 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,097,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,097,473
- Net assets (BOY)
- $6,304,525
Income & contributions
- Employer contributions
- $254,838
- Participant contributions
- $564,480
- Total contributions
- $834,034
- Total income / additions
- $2,146,394
Expenses & distributions
- Benefits paid
- $310,715
- Administrative expenses
- $35,167
- Total expenses
- $353,446
- Net increase / (decrease)
- $1,792,948