2023 Form 5500 filing — Msr- Fsr 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 20240724051949NAL0007925075001) for Msr- Fsr 401(K) Plan, reported by Msr- Fsr, LLC under EIN 27-0715061 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,395,093
Participants290
Provider compensation$23.7K2 Schedule C row(s)$23,715
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724051949NAL0007925075001
Plan sponsor
Msr- Fsr, LLC
EIN
27-0715061
Plan number
001
Location
Chandler, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$589.6K
Benefits paid / distributions$557.4K
Contributions
Employer$370.2K
Participant$792K
Full reported line items
Total assets (EOY)
$5,395,093
Total liabilities (EOY)
$0
Net assets (EOY)
$5,395,093
Employer contributions
$370,235
Participant contributions
$792,050
Total income / additions
$1,987,249
Benefits paid
$557,448
Administrative expenses
$23,716
Total expenses
$589,607
Net increase / (decrease)
$1,397,642
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $20.1K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $3.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724051949NAL0007925075001 cover?
It is the 2023 Form 5500 filing for Msr- Fsr 401(K) Plan, reported by Msr- Fsr, LLC (EIN 27-0715061).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages