2023 Form 5500 filing — Missionwired 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 20240930154654NAL0002737827001) for Missionwired 401(K) Plan, reported by Anne Lewis Strategies, LLC under EIN 87-0784424 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,542,157
Participants172
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930154654NAL0002737827001
Plan sponsor
Anne Lewis Strategies, LLC
EIN
87-0784424
Plan number
001
Location
Washington, DC
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$488.2K
Benefits paid / distributions$479.6K
Contributions
Employer$907.1K
Participant$1.3M
Full reported line items
Total assets (EOY)
$7,542,157
Total liabilities (EOY)
$0
Net assets (EOY)
$7,542,157
Employer contributions
$907,149
Participant contributions
$1,264,248
Total income / additions
$3,408,496
Benefits paid
$479,550
Administrative expenses
$2,801
Total expenses
$488,233
Net increase / (decrease)
$2,920,263
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930154654NAL0002737827001 cover?
It is the 2023 Form 5500 filing for Missionwired 401(K) Plan, reported by Anne Lewis Strategies, LLC (EIN 87-0784424).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages