2023 Form 5500 filing — Mbo Associate 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 20241127110420NAL0004246067001) for Mbo Associate 401(K) Plan, reported by Mbo Partners under EIN 22-2609042 and plan number 001. It reports 956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127110420NAL0004246067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mbo Partners
- EIN
- 22-2609042
- Plan number
- 001
- Location
- Ashburn, VA
- Participants
- 956
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,400,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,400,615
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $12,597,694
- Benefits paid
- $4,961,592
- Administrative expenses
- $0
- Total expenses
- $4,961,592
- Net increase / (decrease)
- $7,636,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $17,500 | not reported in the loaded dataset |
| Capfinancial Partners LLC | CONSULTANT | $12,485 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$30,263 | $0 |