Plan5500

The Mallory Group Retirement Savings Plan — Form 5500 plan (The Mallory Group Incorporated)

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, The Mallory Group Retirement Savings Plan is a benefit plan reported by The Mallory Group Incorporated under EIN 62-0291330 and plan number 003. The latest loaded filing year is 2023. The filing reports 221 participants and $2,018,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mallory Group Incorporated
EIN
62-0291330
Plan number
003
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
221
End-of-year plan assets
$2,018,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20250313113155NAL0034689632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,018,151
Total liabilities (EOY)
$0
Net assets (EOY)
$2,018,151
Net assets (BOY)
$1,942,050

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$163,300

Expenses & distributions

Benefits paid
$72,275
Administrative expenses
$14,924
Total expenses
$87,199
Net increase / (decrease)
$76,101

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burleigh Consulting GroupNONE$9,074$02023
Forvis Mazars LlpNONE$4,750$02023

Related Form 5500 pages