Allison Mackenzie, Ltd. Retirement Plan — Form 5500 plan (Allison Mackenzie, Ltd.)
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, Allison Mackenzie, Ltd. Retirement Plan is a benefit plan reported by Allison Mackenzie, Ltd. under EIN 88-0146438 and plan number 002. The latest loaded filing year is 2023. The filing reports 26 participants and $6,889,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allison Mackenzie, Ltd.
- EIN
- 88-0146438
- Plan number
- 002
- Plan type
- 2
- Location
- Carson City, NV
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $6,889,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20240711131942NAL0018437249001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,889,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,889,803
- Net assets (BOY)
- $5,818,825
Income & contributions
- Employer contributions
- $176,552
- Participant contributions
- $217,300
- Total income / additions
- $1,633,159
Expenses & distributions
- Benefits paid
- $550,553
- Administrative expenses
- $727
- Total expenses
- $562,181
- Net increase / (decrease)
- $1,070,978
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.