2023 Form 5500 filing — Metropolitan Family Services 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 20250415112138NAL0006302066001) for Metropolitan Family Services 401(K) Plan, reported by Metropolitan Family Services under EIN 36-2167940 and plan number 005. It reports 1,730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.3MReported net assets$33,311,281
Participants1.7K1,730
Provider compensation$27.6K1 Schedule C row(s)$27,619
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415112138NAL0006302066001
Plan sponsor
Metropolitan Family Services
EIN
36-2167940
Plan number
005
Location
Chicago, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.3M total assets
Net assets$33.3MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$2.2M
Participant$3.4M
Full reported line items
Total assets (EOY)
$33,311,281
Total liabilities (EOY)
$0
Net assets (EOY)
$33,311,281
Employer contributions
$2,192,303
Participant contributions
$3,376,713
Total income / additions
$9,724,509
Benefits paid
$2,213,260
Administrative expenses
$27,619
Total expenses
$2,240,879
Net increase / (decrease)
$7,483,630

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Group, Inc.RECORDKEEPER$27,619$0

Related Form 5500 pages