Mackin Educational Resources 401(K) Retirement Savings Plan — Form 5500 plan (Mackin Book Company)
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, Mackin Educational Resources 401(K) Retirement Savings Plan is a benefit plan reported by Mackin Book Company under EIN 41-1658426 and plan number 001. The latest loaded filing year is 2023. The filing reports 548 participants and $14,578,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mackin Book Company
- EIN
- 41-1658426
- Plan number
- 001
- Plan type
- 2
- Location
- Burnsville, MN
- Latest filing year
- 2023
- Participants
- 548
- End-of-year plan assets
- $14,578,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 548 | H, C | 20240924082230NAL0025684018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,578,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,578,800
- Net assets (BOY)
- $12,171,470
Income & contributions
- Employer contributions
- $513,313
- Participant contributions
- $1,144,246
- Total contributions
- $1,728,856
- Total income / additions
- $3,752,113
Expenses & distributions
- Benefits paid
- $1,302,974
- Administrative expenses
- $41,809
- Total expenses
- $1,344,783
- Net increase / (decrease)
- $2,407,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,808 | $0 | 2023 |
| Sagepoint Financial Inc | OTHER SERVICES | $0 | $7,613 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |