2023 Form 5500 filing — Msi Express 401k 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 20241011151202NAL0023056337001) for Msi Express 401k Plan, reported by Msi Express, Inc. under EIN 31-1622808 and plan number 001. It reports 1,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151202NAL0023056337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Msi Express, Inc.
- EIN
- 31-1622808
- Plan number
- 001
- Location
- Portage, IN
- Participants
- 1,109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,130,087
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,130,087
- Employer contributions
- $772,980
- Participant contributions
- $1,668,832
- Total income / additions
- $5,006,580
- Benefits paid
- $1,539,068
- Administrative expenses
- $64,415
- Total expenses
- $1,603,483
- Net increase / (decrease)
- $3,403,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Serv | RECORDKEEPER | $32,405 | $0 |
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $30,608 | not reported in the loaded dataset |
| Rea & Associates | CONTRACT ADMIN | $10,344 | not reported in the loaded dataset |