Malnati Organization 401(K) Savings Plan — Form 5500 plan (Malnati Organization, 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, Malnati Organization 401(K) Savings Plan is a benefit plan reported by Malnati Organization, LLC under EIN 36-3308841 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,841 participants and $27,109,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Malnati Organization, LLC
- EIN
- 36-3308841
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo Grove, IL
- Latest filing year
- 2023
- Participants
- 1,841
- End-of-year plan assets
- $27,109,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,841 | H, C | 20241015112157NAL0028185361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,109,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,109,638
- Net assets (BOY)
- $21,525,428
Income & contributions
- Employer contributions
- $916,603
- Participant contributions
- $1,615,241
- Total contributions
- $2,562,900
- Total income / additions
- $6,846,945
Expenses & distributions
- Benefits paid
- $1,114,296
- Administrative expenses
- $67,724
- Total expenses
- $1,262,735
- Net increase / (decrease)
- $5,584,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servc | RECORDKEEPER | $39,899 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Dowell Group Llp | CONTRACT ADMIN | $4,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Malnati Organization, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Buffalo Grove, IL
- Capital Group Retirement Plan Servc — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Dowell Group Llp — Schedule C compensation