2023 Form 5500 filing — The Mundy Companies Retirement 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 20241004085148NAL0011982385001) for The Mundy Companies Retirement Savings Plan, reported by Mundy Service Corporation under EIN 74-1507361 and plan number 001. It reports 2,148 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)$15.1MReported net assets$15,125,433
Participants2.1K2,148
Provider compensation$9.3K1 Schedule C row(s)$9,260
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004085148NAL0011982385001
Plan sponsor
Mundy Service Corporation
EIN
74-1507361
Plan number
001
Location
Houston, TX
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)$15.1M total assets
Net assets$15.1MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$0
Participant$936.5K
Full reported line items
Total assets (EOY)
$15,125,433
Total liabilities (EOY)
$0
Net assets (EOY)
$15,125,433
Employer contributions
$0
Participant contributions
$936,545
Total income / additions
$3,018,105
Benefits paid
$1,655,994
Administrative expenses
$9,260
Total expenses
$1,687,988
Net increase / (decrease)
$1,330,117
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $9.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004085148NAL0011982385001 cover?
It is the 2023 Form 5500 filing for The Mundy Companies Retirement Savings Plan, reported by Mundy Service Corporation (EIN 74-1507361).
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