2023 Form 5500 filing — Munck Wilson Mandala 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 20241015200146NAL0029556369001) for Munck Wilson Mandala 401(K) Plan, reported by Munck Wilson Mandala, Llp under EIN 26-3990304 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200146NAL0029556369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Munck Wilson Mandala, Llp
- EIN
- 26-3990304
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,523,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,523,716
- Employer contributions
- $1,375,075
- Participant contributions
- $1,718,293
- Total income / additions
- $8,026,075
- Benefits paid
- $1,486,061
- Administrative expenses
- $38,486
- Total expenses
- $1,594,060
- Net increase / (decrease)
- $6,432,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $25,908 | not reported in the loaded dataset |
| Inwest Retirement Solutions | TPA | $12,585 | not reported in the loaded dataset |