2023 Form 5500 filing — Manhattan Associates 401(K) Plan & Trust
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 20240829122543NAL0007609251001) for Manhattan Associates 401(K) Plan & Trust, reported by Manhattan Associates under EIN 58-2373424 and plan number 001. It reports 2,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829122543NAL0007609251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Manhattan Associates
- EIN
- 58-2373424
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 2,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $399,517,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $399,517,999
- Employer contributions
- $7,194,002
- Participant contributions
- $23,483,103
- Total income / additions
- $111,726,737
- Benefits paid
- $14,882,465
- Administrative expenses
- $256,565
- Total expenses
- $15,140,429
- Net increase / (decrease)
- $96,586,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $148,910 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $38,805 | not reported in the loaded dataset |
| Lockton Investment | CONSULTANT | $30,000 | not reported in the loaded dataset |
| Moore Colson | ACCOUNTING / AUDITOR | $23,250 | not reported in the loaded dataset |
| Creativeplanning | CONSULTANT | $15,000 | not reported in the loaded dataset |