2023 Form 5500 filing — Mfa 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 20240926073913NAL0000345681001) for Mfa 401(K) Plan, reported by Mfa Benefits LLC under EIN 54-1278483 and plan number 001. It reports 5,542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926073913NAL0000345681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mfa Benefits LLC
- EIN
- 54-1278483
- Plan number
- 001
- Location
- Lakewood, NJ
- Participants
- 5,542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,358,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,358,304
- Employer contributions
- $1,087,366
- Participant contributions
- $7,195,359
- Total income / additions
- $23,701,434
- Benefits paid
- $16,198,144
- Administrative expenses
- $397,264
- Total expenses
- $17,466,419
- Net increase / (decrease)
- $6,235,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $144,651 | $0 |
| Able Wealth Management LLC | INVESTMENT ADVISOR | $116,800 | not reported in the loaded dataset |
| Cambridge Investment Research | ADVISOR/INVESTMENT ADVI | $97,869 | not reported in the loaded dataset |
| Ggm Associates Inc | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset |
| Pease Bell Cpas | ACCOUNTANT/AUDITOR | $9,000 | not reported in the loaded dataset |
| United Planners Financial Services | ADVISOR | $6,541 | not reported in the loaded dataset |