Macro Solutions 401(K) Plan — Form 5500 plan (Msol, Inc. Dba Macro Solutions, 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, Macro Solutions 401(K) Plan is a benefit plan reported by Msol, Inc. Dba Macro Solutions, Inc. under EIN 36-4480652 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $13,017,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Msol, Inc. Dba Macro Solutions, Inc.
- EIN
- 36-4480652
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $13,017,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20250218140230NAL0005209984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,017,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,017,307
- Net assets (BOY)
- $10,423,799
Income & contributions
- Employer contributions
- $590,026
- Participant contributions
- $1,540,569
- Total contributions
- $2,321,651
- Total income / additions
- $3,916,019
Expenses & distributions
- Benefits paid
- $1,265,174
- Administrative expenses
- $55,945
- Total expenses
- $1,322,511
- Net increase / (decrease)
- $2,593,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,999 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISORY SERVICES | $0 | $24,919 | 2023 |
| Nfp Corporate Services (Pa), Inc. | OTHER SERVICES | $0 | $4,984 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Msol, Inc. Dba Macro Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Principal Life Insurance Company — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Nfp Corporate Services (Pa), Inc. — Schedule C compensation