2023 Form 5500 filing — Michael & Son Services, 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 20241015081935NAL0015979043001) for Michael & Son Services, Inc. 401(K) Plan, reported by Michael & Son Services, Inc. under EIN 54-1482298 and plan number 001. It reports 570 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)$12.2MReported net assets$12,188,198
Participants570
Provider compensation$116.9K2 Schedule C row(s)$116,898
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015081935NAL0015979043001
Plan sponsor
Michael & Son Services, Inc.
EIN
54-1482298
Plan number
001
Location
Alexandria, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$12.2M total assets
Net assets$12.2MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$786.1K
Benefits paid / distributions$669.3K
Contributions
Employer$614.4K
Participant$1.2M
Full reported line items
Total assets (EOY)
$12,188,198
Total liabilities (EOY)
$0
Net assets (EOY)
$12,188,198
Employer contributions
$614,367
Participant contributions
$1,192,848
Total income / additions
$3,562,245
Benefits paid
$669,267
Administrative expenses
$116,878
Total expenses
$786,145
Net increase / (decrease)
$2,776,100
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $77.9K · Indirect $0
  2. 2
    CONSULTANT · Direct $38.9K · Indirect $20

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015081935NAL0015979043001 cover?
It is the 2023 Form 5500 filing for Michael & Son Services, Inc. 401(K) Plan, reported by Michael & Son Services, Inc. (EIN 54-1482298).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages