2023 Form 5500 filing — Mhc 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 20241002084025NAL0003898003001) for Mhc 401(K) Plan, reported by Mhc Software Holdings, Inc. under EIN 84-2954086 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002084025NAL0003898003001
Filing year
2023
Form type
2
Plan sponsor
Mhc Software Holdings, Inc.
EIN
84-2954086
Plan number
001
Location
Burnsville, MN
Participants
191
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,512,290
Total liabilities (EOY)
$4,609
Net assets (EOY)
$21,507,681
Employer contributions
$574,207
Participant contributions
$1,422,693
Total income / additions
$5,735,776
Benefits paid
$2,677,275
Administrative expenses
$42,051
Total expenses
$2,719,326
Net increase / (decrease)
$3,016,450
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Carlson Capital ManagementNONE$35,000not reported in the loaded dataset
Alerus Financial, N.A.NONE$7,051not reported in the loaded dataset

Related Form 5500 pages