2023 Form 5500 filing — Metro Philly Management Solutions, LLC 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 20241003081908NAL0004707075001) for Metro Philly Management Solutions, LLC 401(K) Plan, reported by Metro Philly Management Solutions, LLC under EIN 27-2207131 and plan number 001. It reports 922 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003081908NAL0004707075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metro Philly Management Solutions, LLC
- EIN
- 27-2207131
- Plan number
- 001
- Location
- Drexel Hill, PA
- Participants
- 922
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,481,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,481,123
- Employer contributions
- $462,006
- Participant contributions
- $830,982
- Total income / additions
- $2,515,117
- Benefits paid
- $856,344
- Administrative expenses
- $82,853
- Total expenses
- $939,197
- Net increase / (decrease)
- $1,575,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lych | NONE | $0 | $83,891 |
| Ascensus LLC | NONE | $47,340 | not reported in the loaded dataset |
| Citrin Cooperman & Co. Llp | NONE | $16,000 | not reported in the loaded dataset |
| Future Plan By Ascensus | NONE | $12,380 | not reported in the loaded dataset |