2023 Form 5500 filing — The Mannik & Smith Group, Inc. 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 20241014154108NAL0027745969001) for The Mannik & Smith Group, Inc. 401(K) Plan, reported by The Mannik & Smith Group, Inc. under EIN 34-1206380 and plan number 001. It reports 518 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)$0Reported net assets
Participants518
Provider compensation$22.2K2 Schedule C row(s)$22,209
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014154108NAL0027745969001
Plan sponsor
The Mannik & Smith Group, Inc.
EIN
34-1206380
Plan number
001
Location
Maumee, OH
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.

Money in vs. money out
Total income / additions$7.5M
Total expenses$3.2M
Benefits paid / distributions$3.1M
Contributions
Employer$540K
Participant$2.6M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$540,000
Participant contributions
$2,597,018
Total income / additions
$7,495,724
Benefits paid
$3,089,050
Administrative expenses
$96,872
Total expenses
$3,185,922
Net increase / (decrease)
$4,309,802

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pension Innovations & ConsultingNONE$13,502$0
John Hancock Life Insurance CompanyRECORDKEEPER$8,707$0

Related Form 5500 pages