Macon Resources Inc Retirement Savings Plan — Form 5500 plan (Macon Resources 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, Macon Resources Inc Retirement Savings Plan is a benefit plan reported by Macon Resources Inc under EIN 37-1224992 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $3,999,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macon Resources Inc
- EIN
- 37-1224992
- Plan number
- 001
- Plan type
- 2
- Location
- Decatur, IL
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $3,999,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241004114541NAL0005663715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,999,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,999,937
- Net assets (BOY)
- $4,312,329
Income & contributions
- Employer contributions
- $218,810
- Participant contributions
- $267,550
- Total contributions
- $486,360
- Total income / additions
- $1,121,265
Expenses & distributions
- Benefits paid
- $1,404,808
- Administrative expenses
- $28,849
- Total expenses
- $1,433,657
- Net increase / (decrease)
- -$312,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $24,029 | $0 | 2023 |
| Investment Planners Inc | BROKER/ADVISOR | $0 | $12,162 | 2023 |
| Futureplan By Ascensus-Bpc | CONTRACT ADMIN | $4,050 | not reported in the loaded dataset | 2023 |
| Mml Insurance Agency LLC | BROKER/ADVISOR | $0 | $1,146 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $465 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Macon Resources Inc
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Decatur, IL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Investment Planners Inc — Schedule C compensation
- Futureplan By Ascensus-Bpc — Schedule C compensation
- Mml Insurance Agency LLC — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation