Mike Albert Leasing, Inc. Retirement Savings Plan — Form 5500 plan (Mike Albert Leasing, 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, Mike Albert Leasing, Inc. Retirement Savings Plan is a benefit plan reported by Mike Albert Leasing, Inc. under EIN 31-0604321 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $85,870,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mike Albert Leasing, Inc.
- EIN
- 31-0604321
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 455
- End-of-year plan assets
- $85,870,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 455 | H, C | 20241002144741NAL0008478625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,870,439
- Total liabilities (EOY)
- $11,250
- Net assets (EOY)
- $85,859,189
- Net assets (BOY)
- $76,547,698
Income & contributions
- Employer contributions
- $800,596
- Participant contributions
- $2,144,680
- Total contributions
- $2,989,204
- Total income / additions
- $17,935,811
Expenses & distributions
- Benefits paid
- $8,505,070
- Administrative expenses
- $119,250
- Total expenses
- $8,624,320
- Net increase / (decrease)
- $9,311,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fund Evaluation Group, LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $39,423 | $0 | 2023 |
| Deloitte & Touche Llp | ACCOUNTANT/AUDITOR | $29,242 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mike Albert Leasing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Fund Evaluation Group, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation