401k Plan data: THE MACKENZIE ESOP plan

THE MACKENZIE ESOP 401k Plan overview

Plan Name	THE MACKENZIE ESOP
Plan identification number	002

THE MACKENZIE ESOP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

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 ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01
002 2020-10-01
002 2020-10-01
002 2020-10-01
002 2019-10-01 JONATHAN PAUL 2021-04-26
002 2018-10-01 JONATHAN PAUL 2020-04-22
002 2017-10-01 JONATHAN PAUL 2019-04-25
002 2016-10-01
002 2015-10-01
002 2014-10-01
002 2013-10-01
002 2012-10-01 ROGER SOUCEK
002 2011-10-01 ROGER SOUCEK
002 2010-10-01 ROGER SOUCEK
002 2009-10-01 SCOTT MACKENZIE

Plan Statistics for THE MACKENZIE ESOP

401k plan membership statisitcs for THE MACKENZIE ESOP

Measure Date Value
2021: THE MACKENZIE ESOP 2021 401k membership
Total participants, beginning-of-year 2021-10-01 54
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 55
Total of all active and inactive participants 2021-10-01 55
Total participants 2021-10-01 55
Number of participants with account balances 2021-10-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 1
2020: THE MACKENZIE ESOP 2020 401k membership
Total participants, beginning-of-year 2020-10-01 57
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 54
Total of all active and inactive participants 2020-10-01 54
Total participants 2020-10-01 54
Number of participants with account balances 2020-10-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 3
2019: THE MACKENZIE ESOP 2019 401k membership
Total participants, beginning-of-year 2019-10-01 60
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 57
Total of all active and inactive participants 2019-10-01 57
Total participants 2019-10-01 57
Number of participants with account balances 2019-10-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 3
2018: THE MACKENZIE ESOP 2018 401k membership
Total participants, beginning-of-year 2018-10-01 65
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 60
Total of all active and inactive participants 2018-10-01 60
Total participants 2018-10-01 60
Number of participants with account balances 2018-10-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 4
2017: THE MACKENZIE ESOP 2017 401k membership
Total participants, beginning-of-year 2017-10-01 75
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 65
Total of all active and inactive participants 2017-10-01 65
Total participants 2017-10-01 65
Number of participants with account balances 2017-10-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 2
2016: THE MACKENZIE ESOP 2016 401k membership
Total participants, beginning-of-year 2016-10-01 71
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 75
Total of all active and inactive participants 2016-10-01 75
Total participants 2016-10-01 75
Number of participants with account balances 2016-10-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 2
2015: THE MACKENZIE ESOP 2015 401k membership
Total participants, beginning-of-year 2015-10-01 72
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 71
Total of all active and inactive participants 2015-10-01 71
Total participants 2015-10-01 71
Number of participants with account balances 2015-10-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 3
2014: THE MACKENZIE ESOP 2014 401k membership
Total participants, beginning-of-year 2014-10-01 70
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 72
Total of all active and inactive participants 2014-10-01 72
Total participants 2014-10-01 72
Number of participants with account balances 2014-10-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 2
2013: THE MACKENZIE ESOP 2013 401k membership
Total participants, beginning-of-year 2013-10-01 70
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 70
Total of all active and inactive participants 2013-10-01 70
Total participants 2013-10-01 70
Number of participants with account balances 2013-10-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 1
2012: THE MACKENZIE ESOP 2012 401k membership
Total participants, beginning-of-year 2012-10-01 71
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 70
Total of all active and inactive participants 2012-10-01 70
Total participants 2012-10-01 70
Number of participants with account balances 2012-10-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 4
2011: THE MACKENZIE ESOP 2011 401k membership
Total participants, beginning-of-year 2011-10-01 69
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 71
Total of all active and inactive participants 2011-10-01 71
Total participants 2011-10-01 71
Number of participants with account balances 2011-10-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 1
2010: THE MACKENZIE ESOP 2010 401k membership
Total participants, beginning-of-year 2010-10-01 74
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 69
Total of all active and inactive participants 2010-10-01 69
Total participants 2010-10-01 69
Number of participants with account balances 2010-10-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 3
2009: THE MACKENZIE ESOP 2009 401k membership
Total participants, beginning-of-year 2009-10-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 74
Total of all active and inactive participants 2009-10-01 74
Total participants 2009-10-01 74
Number of participants with account balances 2009-10-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 7

Measure	Date	Value
2021: THE MACKENZIE ESOP 2021 401k membership
Total participants, beginning-of-year	2021-10-01	54
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	55
Total of all active and inactive participants	2021-10-01	55
Total participants	2021-10-01	55
Number of participants with account balances	2021-10-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	1
2020: THE MACKENZIE ESOP 2020 401k membership
Total participants, beginning-of-year	2020-10-01	57
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	54
Total of all active and inactive participants	2020-10-01	54
Total participants	2020-10-01	54
Number of participants with account balances	2020-10-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	3
2019: THE MACKENZIE ESOP 2019 401k membership
Total participants, beginning-of-year	2019-10-01	60
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	57
Total of all active and inactive participants	2019-10-01	57
Total participants	2019-10-01	57
Number of participants with account balances	2019-10-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	3
2018: THE MACKENZIE ESOP 2018 401k membership
Total participants, beginning-of-year	2018-10-01	65
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	60
Total of all active and inactive participants	2018-10-01	60
Total participants	2018-10-01	60
Number of participants with account balances	2018-10-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	4
2017: THE MACKENZIE ESOP 2017 401k membership
Total participants, beginning-of-year	2017-10-01	75
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	65
Total of all active and inactive participants	2017-10-01	65
Total participants	2017-10-01	65
Number of participants with account balances	2017-10-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	2
2016: THE MACKENZIE ESOP 2016 401k membership
Total participants, beginning-of-year	2016-10-01	71
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	75
Total of all active and inactive participants	2016-10-01	75
Total participants	2016-10-01	75
Number of participants with account balances	2016-10-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	2
2015: THE MACKENZIE ESOP 2015 401k membership
Total participants, beginning-of-year	2015-10-01	72
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	71
Total of all active and inactive participants	2015-10-01	71
Total participants	2015-10-01	71
Number of participants with account balances	2015-10-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	3
2014: THE MACKENZIE ESOP 2014 401k membership
Total participants, beginning-of-year	2014-10-01	70
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	72
Total of all active and inactive participants	2014-10-01	72
Total participants	2014-10-01	72
Number of participants with account balances	2014-10-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	2
2013: THE MACKENZIE ESOP 2013 401k membership
Total participants, beginning-of-year	2013-10-01	70
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	70
Total of all active and inactive participants	2013-10-01	70
Total participants	2013-10-01	70
Number of participants with account balances	2013-10-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	1
2012: THE MACKENZIE ESOP 2012 401k membership
Total participants, beginning-of-year	2012-10-01	71
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	70
Total of all active and inactive participants	2012-10-01	70
Total participants	2012-10-01	70
Number of participants with account balances	2012-10-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	4
2011: THE MACKENZIE ESOP 2011 401k membership
Total participants, beginning-of-year	2011-10-01	69
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	71
Total of all active and inactive participants	2011-10-01	71
Total participants	2011-10-01	71
Number of participants with account balances	2011-10-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	1
2010: THE MACKENZIE ESOP 2010 401k membership
Total participants, beginning-of-year	2010-10-01	74
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	69
Total of all active and inactive participants	2010-10-01	69
Total participants	2010-10-01	69
Number of participants with account balances	2010-10-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	3
2009: THE MACKENZIE ESOP 2009 401k membership
Total participants, beginning-of-year	2009-10-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	74
Total of all active and inactive participants	2009-10-01	74
Total participants	2009-10-01	74
Number of participants with account balances	2009-10-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	7

Financial Data on THE MACKENZIE ESOP

Measure	Date	Value
2022 : THE MACKENZIE ESOP 2022 401k financial data
Total income from all sources	2022-09-30	$1,518,861
Expenses. Total of all expenses incurred	2022-09-30	$1,314,554
Benefits paid (including direct rollovers)	2022-09-30	$1,314,554
Total plan assets at end of year	2022-09-30	$7,225,229
Total plan assets at beginning of year	2022-09-30	$7,020,922
Value of fidelity bond covering the plan	2022-09-30	$1,000,000
Other income received	2022-09-30	$1,450,429
Noncash contributions received	2022-09-30	$68,432
Net income (gross income less expenses)	2022-09-30	$204,307
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$7,225,229
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$7,020,922
Assets. Value of employer securities	2022-09-30	$7,225,229
2021 : THE MACKENZIE ESOP 2021 401k financial data
Total income from all sources	2021-09-30	$967,870
Expenses. Total of all expenses incurred	2021-09-30	$1,084,706
Benefits paid (including direct rollovers)	2021-09-30	$1,084,706
Total plan assets at end of year	2021-09-30	$7,020,922
Total plan assets at beginning of year	2021-09-30	$7,137,758
Value of fidelity bond covering the plan	2021-09-30	$1,000,000
Other income received	2021-09-30	$903,297
Noncash contributions received	2021-09-30	$64,573
Net income (gross income less expenses)	2021-09-30	$-116,836
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$7,020,922
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$7,137,758
Assets. Value of employer securities	2021-09-30	$7,020,922
2020 : THE MACKENZIE ESOP 2020 401k financial data
Total income from all sources	2020-09-30	$393,623
Expenses. Total of all expenses incurred	2020-09-30	$1,166,741
Benefits paid (including direct rollovers)	2020-09-30	$1,166,741
Total plan assets at end of year	2020-09-30	$7,137,758
Total plan assets at beginning of year	2020-09-30	$7,910,876
Value of fidelity bond covering the plan	2020-09-30	$1,000,000
Other income received	2020-09-30	$328,390
Noncash contributions received	2020-09-30	$65,233
Net income (gross income less expenses)	2020-09-30	$-773,118
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$7,137,758
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$7,910,876
Assets. Value of employer securities	2020-09-30	$7,137,758
2019 : THE MACKENZIE ESOP 2019 401k financial data
Total income from all sources	2019-09-30	$960,382
Expenses. Total of all expenses incurred	2019-09-30	$356,682
Benefits paid (including direct rollovers)	2019-09-30	$356,682
Total plan assets at end of year	2019-09-30	$7,910,876
Total plan assets at beginning of year	2019-09-30	$7,307,176
Value of fidelity bond covering the plan	2019-09-30	$1,000,000
Other income received	2019-09-30	$823,919
Noncash contributions received	2019-09-30	$136,463
Net income (gross income less expenses)	2019-09-30	$603,700
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$7,910,876
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$7,307,176
Assets. Value of employer securities	2019-09-30	$7,910,876
2017 : THE MACKENZIE ESOP 2017 401k financial data
Total income from all sources	2017-09-30	$452,630
Expenses. Total of all expenses incurred	2017-09-30	$280,059
Benefits paid (including direct rollovers)	2017-09-30	$280,059
Total plan assets at end of year	2017-09-30	$6,950,615
Total plan assets at beginning of year	2017-09-30	$6,778,044
Value of fidelity bond covering the plan	2017-09-30	$1,000,000
Other income received	2017-09-30	$373,885
Noncash contributions received	2017-09-30	$78,745
Net income (gross income less expenses)	2017-09-30	$172,571
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$6,950,615
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$6,778,044
Assets. Value of employer securities	2017-09-30	$6,950,615
2016 : THE MACKENZIE ESOP 2016 401k financial data
Total income from all sources	2016-09-30	$1,130,249
Expenses. Total of all expenses incurred	2016-09-30	$184,420
Benefits paid (including direct rollovers)	2016-09-30	$184,420
Total plan assets at end of year	2016-09-30	$6,778,044
Total plan assets at beginning of year	2016-09-30	$5,832,215
Value of fidelity bond covering the plan	2016-09-30	$1,000,000
Other income received	2016-09-30	$897,046
Noncash contributions received	2016-09-30	$233,203
Net income (gross income less expenses)	2016-09-30	$945,829
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$6,778,044
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$5,832,215
Assets. Value of employer securities	2016-09-30	$6,778,044
2015 : THE MACKENZIE ESOP 2015 401k financial data
Total income from all sources	2015-09-30	$2,099,757
Expenses. Total of all expenses incurred	2015-09-30	$254,232
Benefits paid (including direct rollovers)	2015-09-30	$254,232
Total plan assets at end of year	2015-09-30	$5,832,215
Total plan assets at beginning of year	2015-09-30	$3,986,690
Value of fidelity bond covering the plan	2015-09-30	$1,000,000
Other income received	2015-09-30	$1,795,539
Noncash contributions received	2015-09-30	$304,218
Net income (gross income less expenses)	2015-09-30	$1,845,525
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$5,832,215
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$3,986,690
Assets. Value of employer securities	2015-09-30	$5,832,215
2014 : THE MACKENZIE ESOP 2014 401k financial data
Total income from all sources	2014-09-30	$504,831
Expenses. Total of all expenses incurred	2014-09-30	$60,067
Benefits paid (including direct rollovers)	2014-09-30	$60,067
Total plan assets at end of year	2014-09-30	$3,986,690
Total plan assets at beginning of year	2014-09-30	$3,541,926
Value of fidelity bond covering the plan	2014-09-30	$1,000,000
Other income received	2014-09-30	$437,115
Noncash contributions received	2014-09-30	$67,716
Net income (gross income less expenses)	2014-09-30	$444,764
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$3,986,690
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$3,541,926
Assets. Value of employer securities	2014-09-30	$3,986,690
2013 : THE MACKENZIE ESOP 2013 401k financial data
Total income from all sources	2013-09-30	$1,687,885
Expenses. Total of all expenses incurred	2013-09-30	$61,585
Benefits paid (including direct rollovers)	2013-09-30	$61,585
Total plan assets at end of year	2013-09-30	$3,542,026
Total plan assets at beginning of year	2013-09-30	$1,915,726
Value of fidelity bond covering the plan	2013-09-30	$1,000,000
Other income received	2013-09-30	$1,492,916
Noncash contributions received	2013-09-30	$194,969
Net income (gross income less expenses)	2013-09-30	$1,626,300
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$3,542,026
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,915,726
Assets. Value of employer securities	2013-09-30	$3,541,926
2012 : THE MACKENZIE ESOP 2012 401k financial data
Total income from all sources	2012-09-30	$461,830
Expenses. Total of all expenses incurred	2012-09-30	$202,699
Benefits paid (including direct rollovers)	2012-09-30	$202,699
Total plan assets at end of year	2012-09-30	$1,915,726
Total plan assets at beginning of year	2012-09-30	$1,656,595
Value of fidelity bond covering the plan	2012-09-30	$1,000,000
Other income received	2012-09-30	$337,951
Noncash contributions received	2012-09-30	$123,879
Net income (gross income less expenses)	2012-09-30	$259,131
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,915,726
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,656,595
Assets. Value of employer securities	2012-09-30	$1,915,626
2011 : THE MACKENZIE ESOP 2011 401k financial data
Total income from all sources	2011-09-30	$133,759
Expenses. Total of all expenses incurred	2011-09-30	$104,705
Benefits paid (including direct rollovers)	2011-09-30	$104,705
Total plan assets at end of year	2011-09-30	$1,656,595
Total plan assets at beginning of year	2011-09-30	$1,627,541
Value of fidelity bond covering the plan	2011-09-30	$1,000,000
Other income received	2011-09-30	$45,995
Noncash contributions received	2011-09-30	$87,764
Net income (gross income less expenses)	2011-09-30	$29,054
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,656,595
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,627,541
Assets. Value of employer securities	2011-09-30	$1,656,495

Form 5500 Responses for THE MACKENZIE ESOP

2021: THE MACKENZIE ESOP 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: THE MACKENZIE ESOP 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: THE MACKENZIE ESOP 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: THE MACKENZIE ESOP 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: THE MACKENZIE ESOP 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: THE MACKENZIE ESOP 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: THE MACKENZIE ESOP 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: THE MACKENZIE ESOP 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: THE MACKENZIE ESOP 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: THE MACKENZIE ESOP 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: THE MACKENZIE ESOP 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: THE MACKENZIE ESOP 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: THE MACKENZIE ESOP 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	This submission is the final filing	No
2009-10-01	Plan funding arrangement – Trust	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