2023 Form 5500 filing — Massey Services, Inc. 401(K) Retirement 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 20241001104520NAL0006953281001) for Massey Services, Inc. 401(K) Retirement Plan, reported by Massey Services, Inc. under EIN 59-2557150 and plan number 001. It reports 2,803 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)$93.1MReported net assets$93,094,223
Participants2.8K2,803
Provider compensation$228K3 Schedule C row(s)$228,002
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001104520NAL0006953281001
- Plan sponsor
- Massey Services, Inc.
- EIN
- 59-2557150
- Plan number
- 001
- Location
- Orlando, FL
- Received date
- not reported in the loaded dataset
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)$93.1M total assets
Net assets$93.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $93,094,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,094,223
- Employer contributions
- $3,341,055
- Participant contributions
- $7,335,116
- Total income / additions
- $24,383,814
- Benefits paid
- $6,443,414
- Administrative expenses
- $227,871
- Total expenses
- $6,671,285
- Net increase / (decrease)
- $17,712,529
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One America Retirement Services LLC | not reported in the loaded dataset | $188,002 | not reported in the loaded dataset |
| Resource Investment Advisors | not reported in the loaded dataset | $40,000 | not reported in the loaded dataset |
| Matrix Trust Company | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |