2023 Form 5500 filing — Messner Reeves Llp Retirement Savings 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 20241218145901NAL0008409794001) for Messner Reeves Llp Retirement Savings Plan, reported by Messner Reeves Llp under EIN 84-1303139 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218145901NAL0008409794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Messner Reeves Llp
- EIN
- 84-1303139
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,727,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,727,530
- Employer contributions
- $172,669
- Participant contributions
- $1,546,838
- Total income / additions
- $3,680,904
- Benefits paid
- $529,515
- Administrative expenses
- $83,831
- Total expenses
- $613,820
- Net increase / (decrease)
- $3,067,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Retirement Plan Consulting | CONTRACT ADMINISTRATOR | $29,963 | $2,914 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $28,554 | $8 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,228 | $0 |
| Bido Usa, Llp | ACCOUNTANT | $9,090 | not reported in the loaded dataset |