2023 Form 5500 filing — Mra - The Management Association, Inc. 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 20240802095835NAL0024786961001) for Mra - The Management Association, Inc. 401k Plan, reported by Mra - The Management Association, Inc. under EIN 39-1096303 and plan number 003. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802095835NAL0024786961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mra - The Management Association, Inc.
- EIN
- 39-1096303
- Plan number
- 003
- Location
- Waukesha, WI
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,401,035
- Net assets (EOY)
- $24,401,035
- Employer contributions
- $763,438
- Participant contributions
- $1,481,473
- Total income / additions
- $5,916,967
- Benefits paid
- $2,343,302
- Administrative expenses
- $96,254
- Total expenses
- $2,439,556
- Net increase / (decrease)
- $3,477,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Francis LLC | CONSULTING | $47,652 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $44,417 | $0 |
| Blue Chip Retirement Services | CONTRACT ADMIN | $5,625 | $10,000 |