2023 Form 5500 filing — Many Happy Returns 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 20241011145158NAL0011050259001) for Many Happy Returns 401(K) Plan, reported by Movista, Inc. under EIN 26-3463558 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145158NAL0011050259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Movista, Inc.
- EIN
- 26-3463558
- Plan number
- 001
- Location
- Bentonville, AR
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,351,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,351,710
- Employer contributions
- $166,888
- Participant contributions
- $664,864
- Total income / additions
- $1,640,798
- Benefits paid
- $668,282
- Administrative expenses
- $32,138
- Total expenses
- $708,964
- Net increase / (decrease)
- $931,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Family Legacy Planning, Inc. | INVESTMENT ADVISOR | $19,960 | not reported in the loaded dataset |
| Pcs Retirement | CONTRACT ADMINISTRATOR | $12,178 | not reported in the loaded dataset |