2023 Form 5500 filing — Musco Profit Sharing And Employee Savings 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 20241003084024NAL0009640385001) for Musco Profit Sharing And Employee Savings Plan, reported by Musco Corporation under EIN 42-1107452 and plan number 001. It reports 1,530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003084024NAL0009640385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Musco Corporation
- EIN
- 42-1107452
- Plan number
- 001
- Location
- Oskaloosa, IA
- Participants
- 1,530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $306,678,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $306,678,616
- Employer contributions
- $10,927,929
- Participant contributions
- $11,029,763
- Total income / additions
- $62,925,425
- Benefits paid
- $11,843,054
- Administrative expenses
- $338,788
- Total expenses
- $12,181,842
- Net increase / (decrease)
- $50,743,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $257,812 | $0 |
| Advanced Capital Group | INVESTMENT ADVISOR | $68,000 | not reported in the loaded dataset |
| Forge Financial And Management Cons | NONE | $12,350 | not reported in the loaded dataset |