2023 Form 5500 filing — Mother Industries, LLC 401(K) Profit Sharing 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 20241015121437NAL0049300720001) for Mother Industries, LLC 401(K) Profit Sharing Plan, reported by Mother Industries, LLC. under EIN 20-0263558 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121437NAL0049300720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mother Industries, LLC.
- EIN
- 20-0263558
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,237,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,237,916
- Employer contributions
- $387,071
- Participant contributions
- $2,109,662
- Total income / additions
- $5,270,893
- Benefits paid
- $1,094,091
- Administrative expenses
- $90,727
- Total expenses
- $1,184,818
- Net increase / (decrease)
- $4,086,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $34,816 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $29,960 | $0 |
| Cetera Investment Advisors LLC | ADVISOR | $13,321 | not reported in the loaded dataset |
| Creative P | INVESTMENT ADVISOR | $12,630 | not reported in the loaded dataset |