2023 Form 5500 filing — Mjo Industries 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 20241015111448NAL0048996064001) for Mjo Industries 401(K) Plan, reported by Mjo Industries under EIN 25-1841702 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111448NAL0048996064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mjo Industries
- EIN
- 25-1841702
- Plan number
- 001
- Location
- Huber Heights, OH
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,853,519
- Total liabilities (EOY)
- $5,488
- Net assets (EOY)
- $9,848,031
- Employer contributions
- $265,658
- Participant contributions
- $618,811
- Total income / additions
- $2,137,310
- Benefits paid
- $1,754,116
- Administrative expenses
- $73,086
- Total expenses
- $1,827,202
- Net increase / (decrease)
- $310,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER | $30,003 | $20,618 |
| Transamerica Retirement Solutions | RECORDKEEPER | $40,563 | $0 |
| Trinity Pension Consultants | TPA | $2,520 | $216 |