Mandli Communications, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Mandli Communications, 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, Mandli Communications, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mandli Communications, Inc. under EIN 39-1480132 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $4,197,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mandli Communications, Inc.
- EIN
- 39-1480132
- Plan number
- 001
- Plan type
- 2
- Location
- Fitchburg, WI
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $4,197,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241014162652NAL0013619747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,197,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,197,714
- Net assets (BOY)
- $3,717,961
Income & contributions
- Employer contributions
- $127,237
- Participant contributions
- $319,394
- Total contributions
- $447,570
- Total income / additions
- $1,102,746
Expenses & distributions
- Benefits paid
- $573,640
- Administrative expenses
- $49,353
- Total expenses
- $622,993
- Net increase / (decrease)
- $479,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reilly Penner & Benton Llp | AUDITOR | $21,300 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,366 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $11,200 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $4,198 | not reported in the loaded dataset | 2023 |
| Peak Retirement Group | CONTRACT ADMIN | $1,589 | $1,931 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mandli Communications, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fitchburg, WI
- Reilly Penner & Benton Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Peak Retirement Group — Schedule C compensation