2023 Form 5500 filing — Mjlf & Associates, Inc. Savings And Investment 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 20241004123354NAL0012217873001) for Mjlf & Associates, Inc. Savings And Investment Plan, reported by Mjlf & Associates, Inc. under EIN 13-2966246 and plan number 002. It reports 47 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29.8MReported net assets$29,753,929
Participants47
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004123354NAL0012217873001
Plan sponsor
Mjlf & Associates, Inc.
EIN
13-2966246
Plan number
002
Location
Stamford, CT
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities
Money in vs. money out
Total income / additions$7.7M
Total expenses$172.9K
Benefits paid / distributions$170.4K
Contributions
Employer$211.3K
Participant$359.6K
Full reported line items
Total assets (EOY)
$29,753,929
Net assets (EOY)
$29,753,929
Employer contributions
$211,325
Participant contributions
$359,551
Total income / additions
$7,725,251
Benefits paid
$170,403
Administrative expenses
$2,482
Total expenses
$172,885
Net increase / (decrease)
$7,552,366

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004123354NAL0012217873001 cover?
It is the 2023 Form 5500 filing for Mjlf & Associates, Inc. Savings And Investment Plan, reported by Mjlf & Associates, Inc. (EIN 13-2966246).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages