Macinnis Group, LLC 401(K) Plan — Form 5500 plan (Macinnis Group, 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, Macinnis Group, LLC 401(K) Plan is a benefit plan reported by Macinnis Group, LLC under EIN 46-5276824 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $8,701,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macinnis Group, LLC
- EIN
- 46-5276824
- Plan number
- 001
- Plan type
- 2
- Location
- Roaring Springs, PA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $8,701,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241010151718NAL0020410785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,701,559
- Total liabilities (EOY)
- -$151
- Net assets (EOY)
- $8,701,710
- Net assets (BOY)
- $6,806,665
Income & contributions
- Employer contributions
- $575,902
- Participant contributions
- $393,090
- Total contributions
- $971,865
- Total income / additions
- $2,305,395
Expenses & distributions
- Benefits paid
- $367,822
- Administrative expenses
- $40,526
- Total expenses
- $410,350
- Net increase / (decrease)
- $1,895,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pa Retirement Solutions | TPA | $8,416 | $10,000 | 2023 |
| Cbiz Financial Solutions | INVESTMENT ADVISOR | $18,235 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $13,847 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,429 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Macinnis Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Roaring Springs, PA
- Pa Retirement Solutions — Schedule C compensation
- Cbiz Financial Solutions — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation