2023 Form 5500 filing — Mesker Mbm 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 20241014123850NAL0045970720001) for Mesker Mbm 401(K) Plan, reported by Mesker Mbm Lp under EIN 88-1944901 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123850NAL0045970720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mesker Mbm Lp
- EIN
- 88-1944901
- Plan number
- 001
- Location
- Huntsville, AL
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,004,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,004,451
- Employer contributions
- $394,092
- Participant contributions
- $553,802
- Total income / additions
- $1,822,064
- Benefits paid
- $153,761
- Administrative expenses
- $20,213
- Total expenses
- $173,974
- Net increase / (decrease)
- $1,648,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $2,873 | $0 |
| Onedigital Topco LLC | OTHER FEES | $2,272 | $0 |
| Sunwest Pensions | ADMINISTRATOR | $1,726 | $0 |
| July Business Services LLC | CONTRACT ADMINISTRATOR | $0 | not reported in the loaded dataset |