2023 Form 5500 filing — Management Controls, 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 20240815164417NAL0022903408001) for Management Controls, Inc. 401(K) Plan, reported by Management Controls, Inc. under EIN 76-0392753 and plan number 002. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815164417NAL0022903408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Management Controls, Inc.
- EIN
- 76-0392753
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,675,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,675,256
- Employer contributions
- $804,107
- Participant contributions
- $1,884,879
- Total income / additions
- $5,027,094
- Benefits paid
- $923,619
- Administrative expenses
- $55,628
- Total expenses
- $979,247
- Net increase / (decrease)
- $4,047,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mbg Retirement Inc | ADVISOR | $28,736 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,373 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,519 | not reported in the loaded dataset |