Mason, Bruce & Girard, Inc. Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Mason, Bruce & Girard, 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, Mason, Bruce & Girard, Inc. Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Mason, Bruce & Girard, Inc. under EIN 93-0753092 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $10,054,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mason, Bruce & Girard, Inc.
- EIN
- 93-0753092
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $10,054,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241002121646NAL0016520274001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,054,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,054,949
- Net assets (BOY)
- $10,153,464
Income & contributions
- Employer contributions
- $212,398
- Participant contributions
- $616,423
- Total contributions
- $829,575
- Total income / additions
- $2,378,394
Expenses & distributions
- Benefits paid
- $2,421,282
- Administrative expenses
- $55,242
- Total expenses
- $2,476,909
- Net increase / (decrease)
- -$98,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $19,080 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $17,215 | $0 | 2023 |
| Prime Pensions Northwest, LLC | TPA | $13,782 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,346 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mason, Bruce & Girard, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation