401k Plan data: THE MACKENZIE GROUP INC. 401(K) PLAN plan

THE MACKENZIE GROUP INC. 401(K) PLAN 401k Plan overview

Plan Name	THE MACKENZIE GROUP INC. 401(K) PLAN
Plan identification number	001

THE MACKENZIE GROUP INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MACKENZIE GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name: MACKENZIE GROUP INC.

Employer identification number (EIN): 135667459

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about MACKENZIE GROUP INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1958-04-14

Company Identification Number: 110391

Legal Registered Office Address: 4900 WEST SIDE AVE
New York
NORTH BERGEN
United States of America (USA)
07047

More information about MACKENZIE GROUP INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MACKENZIE GROUP INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 JONATHAN PAUL 2024-06-10
001 2021-10-01 JONATHAN PAUL 2024-04-25 JONATHAN PAUL 2024-04-25
001 2020-10-01 JONATHAN PAUL 2022-06-06 JONATHAN PAUL 2022-06-06
001 2019-10-01 JONATHAN PAUL 2021-03-03 JONATHAN PAUL 2021-03-03
001 2018-10-01 JONATHAN PAUL 2020-02-03 JONATHAN PAUL 2020-02-03
001 2017-10-01 JONATHAN PAUL 2018-12-10 JONATHAN PAUL 2018-12-10
001 2016-10-01 JONATHAN PAUL 2017-12-08 JONATHAN PAUL 2017-12-08
001 2015-10-01 JONATHAN PAUL 2017-02-23 JONATHAN PAUL 2017-02-23
001 2014-10-01 JONATHAN PAUL 2016-04-29 JONATHAN PAUL 2016-04-29
001 2013-10-01 JONATHAN PAUL 2015-04-13 JONATHAN PAUL 2015-04-13
001 2012-10-01 JONATHAN PAUL 2013-12-06 JONATHAN PAUL 2013-12-06
001 2011-10-01 JONATHAN PAUL 2012-12-21 JONATHAN PAUL 2012-12-21
001 2010-10-01 JOHN HOOPINGARNER 2011-12-05 JOHN HOOPINGARNER 2011-12-05
001 2009-10-01 JOHN HOOPINGARNER JOHN HOOPINGARNER 2010-12-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	JONATHAN PAUL	2024-06-10
001	2021-10-01	JONATHAN PAUL	2024-04-25	JONATHAN PAUL	2024-04-25
001	2020-10-01	JONATHAN PAUL	2022-06-06	JONATHAN PAUL	2022-06-06
001	2019-10-01	JONATHAN PAUL	2021-03-03	JONATHAN PAUL	2021-03-03
001	2018-10-01	JONATHAN PAUL	2020-02-03	JONATHAN PAUL	2020-02-03
001	2017-10-01	JONATHAN PAUL	2018-12-10	JONATHAN PAUL	2018-12-10
001	2016-10-01	JONATHAN PAUL	2017-12-08	JONATHAN PAUL	2017-12-08
001	2015-10-01	JONATHAN PAUL	2017-02-23	JONATHAN PAUL	2017-02-23
001	2014-10-01	JONATHAN PAUL	2016-04-29	JONATHAN PAUL	2016-04-29
001	2013-10-01	JONATHAN PAUL	2015-04-13	JONATHAN PAUL	2015-04-13
001	2012-10-01	JONATHAN PAUL	2013-12-06	JONATHAN PAUL	2013-12-06
001	2011-10-01	JONATHAN PAUL	2012-12-21	JONATHAN PAUL	2012-12-21
001	2010-10-01	JOHN HOOPINGARNER	2011-12-05	JOHN HOOPINGARNER	2011-12-05
001	2009-10-01	JOHN HOOPINGARNER		JOHN HOOPINGARNER	2010-12-14

Plan Statistics for THE MACKENZIE GROUP INC. 401(K) PLAN

401k plan membership statisitcs for THE MACKENZIE GROUP INC. 401(K) PLAN

Measure Date Value
2009: THE MACKENZIE GROUP INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 86
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 75
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 6
Total of all active and inactive participants 2009-10-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 81
Number of participants with account balances 2009-10-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 6

Measure	Date	Value
2009: THE MACKENZIE GROUP INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	86
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	75
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	6
Total of all active and inactive participants	2009-10-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	81
Number of participants with account balances	2009-10-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	6

Financial Data on THE MACKENZIE GROUP INC. 401(K) PLAN

Measure	Date	Value
2010 : THE MACKENZIE GROUP INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for THE MACKENZIE GROUP INC. 401(K) PLAN

2009: THE MACKENZIE GROUP INC. 401(K) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MACKENZIE GROUP INC.
Employer identification number (EIN):	135667459
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1958-04-14
Company Identification Number:	110391
Legal Registered Office Address:	4900 WEST SIDE AVE New York NORTH BERGEN United States of America (USA) 07047