2023 Form 5500 filing — Msr Heritage Holdings, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240516160248NAL0035792435001) for Msr Heritage Holdings, Inc. 401(K) Plan, reported by Msr Heritage Holdings, Inc. under EIN 47-3654818 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240516160248NAL0035792435001
Filing year
2023
Form type
2
Plan sponsor
Msr Heritage Holdings, Inc.
EIN
47-3654818
Plan number
001
Location
Muskego, WI
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$68,049
Net assets (EOY)
$68,049
Employer contributions
$0
Participant contributions
$0
Total income / additions
$68,049
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$68,049
Schedule source
Schedule I

Related Form 5500 pages