2023 Form 5500 filing — Mtg 401(K) Profit Sharing Plan And Trust

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 20241011143654NAL0039021408001) for Mtg 401(K) Profit Sharing Plan And Trust, reported by Mission Technology Group (Mtg) under EIN 54-1457846 and plan number 001. It reports 543 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)$67.9MReported net assets$67,856,333
Participants543
Provider compensation$128.3K2 Schedule C row(s)$128,328
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011143654NAL0039021408001
Plan sponsor
Mission Technology Group (Mtg)
EIN
54-1457846
Plan number
001
Location
Reston, VA
Received date
not reported in the loaded dataset
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)$67.9M total assets
Net assets$67.9MLiabilities$0
Money in vs. money out
Total income / additions$21.5M
Total expenses$4.5M
Benefits paid / distributions$4.4M
Contributions
Employer$3.6M
Participant$5.8M
Full reported line items
Total assets (EOY)
$67,856,333
Total liabilities (EOY)
$0
Net assets (EOY)
$67,856,333
Employer contributions
$3,560,813
Participant contributions
$5,755,898
Total income / additions
$21,543,233
Benefits paid
$4,384,157
Administrative expenses
$131,759
Total expenses
$4,534,923
Net increase / (decrease)
$17,008,310

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ameritas Investment CorpADVISOR$107,342not reported in the loaded dataset
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$20,986$0

Related Form 5500 pages