Mayo Fertilizer, Inc. 401(K) Plan — Form 5500 plan (Mayo Fertilizer, 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, Mayo Fertilizer, Inc. 401(K) Plan is a benefit plan reported by Mayo Fertilizer, Inc. under EIN 59-2015559 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $3,842,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mayo Fertilizer, Inc.
- EIN
- 59-2015559
- Plan number
- 001
- Plan type
- 2
- Location
- Mayo, FL
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $3,842,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241119092253NAL0004257712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,842,738
- Total liabilities (EOY)
- $1,609
- Net assets (EOY)
- $3,841,129
- Net assets (BOY)
- $2,836,864
Income & contributions
- Employer contributions
- $334,678
- Participant contributions
- $209,140
- Total contributions
- $546,816
- Total income / additions
- $1,069,501
Expenses & distributions
- Benefits paid
- $47,840
- Administrative expenses
- $17,396
- Total expenses
- $65,236
- Net increase / (decrease)
- $1,004,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $10,522 | not reported in the loaded dataset | 2023 |
| Janet A Panebianco Cpa Pllc | CONTRACT ADMINISTRATOR | $450 | $1,456 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $450 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mayo Fertilizer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Mayo, FL
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Janet A Panebianco Cpa Pllc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation