2023 Form 5500 filing — Municipal Associates Individual 401k 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 20240725093007NAL0014221729003) for Municipal Associates Individual 401k Plan, reported by Municipal Associates, LLC under EIN 04-3630880 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,442,372
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725093007NAL0014221729003
Plan sponsor
Municipal Associates, LLC
EIN
04-3630880
Plan number
001
Location
Columbus, OH
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities
Money in vs. money out
Total income / additions$773.4K
Total expenses$40.1K
Benefits paid / distributionsNot reported
Contributions
Employer$95K
Participant$60K
Full reported line items
Total assets (EOY)
$3,442,372
Net assets (EOY)
$3,442,372
Employer contributions
$95,000
Participant contributions
$60,000
Total income / additions
$773,385
Administrative expenses
$39,963
Total expenses
$40,128
Net increase / (decrease)
$733,257

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725093007NAL0014221729003 cover?
It is the 2023 Form 5500 filing for Municipal Associates Individual 401k Plan, reported by Municipal Associates, LLC (EIN 04-3630880).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages