Plan5500

Mmwk Management Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mmwk Management Inc. (EIN 27-4062228) is a plan sponsor located in Plano, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-4062228
Location
Plano, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mmwk Management Inc.

  • 2 loaded plans hold $20.7M in reported assets.
  • The largest, Retirement Planners Of America Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 203 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.7MSummed across loaded plans$3,652,280
Total reported assets$20.7M$20,693,900
Total reported participants203
Total reported liabilities$17M$17,041,620

Reported net position

Reported assets = net assets + liabilities (summed)$20.7M total assets
Net assets$3.7MLiabilities$17M
Contributions & income
Employer contributions$2.9M
Participant contributionsNot reported
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$686K
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Retirement Planners Of America Employee Stock Ownership Plan
Participants per plan102Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Retirement Planners Of America Employee Stock Ownership Plan$20.7M
    Plan #002 · 93 participants · 2023
  2. 2
    Mmwk Management Inc.not reported in the loaded dataset
    Plan #501 · 110 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mmwk Management Inc.. Open one for its full reported snapshot.

  1. 2023
    Mmwk Management Inc.110 participants · 2No schedules
    View filing →
  2. 2023
    Retirement Planners Of America Employee Stock Ownership Plan93 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mmwk Management Inc. report on Form 5500?
Mmwk Management Inc. (EIN 27-4062228) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mmwk Management Inc.?
The Employer Identification Number (EIN) reported for Mmwk Management Inc. is 27-4062228.
What is the latest Form 5500 filing year for Mmwk Management Inc.?
The latest loaded Form 5500 filing year for Mmwk Management Inc. is 2023.

Related Form 5500 pages