Mobile Management, LLC 401(K) Plan & Trust — Form 5500 plan (Mobile Management, LLC)

Plain-English plan 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, Mobile Management, LLC 401(K) Plan & Trust is a benefit plan reported by Mobile Management, LLC under EIN 03-0446689 and plan number 001. The latest loaded filing year is 2023. The filing reports 838 participants and $14,937,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mobile Management, LLC
EIN
03-0446689
Plan number
001
Plan type
2
Location
Huntington, NY
Latest filing year
2023
Participants
838
End-of-year plan assets
$14,937,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023838H, C20241013111749NAL0024718241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,937,306
Total liabilities (EOY)
$20,994
Net assets (EOY)
$14,916,312
Net assets (BOY)
$11,629,140

Income & contributions

Participant contributions
$2,718,315
Total contributions
$2,877,961
Total income / additions
$5,012,407

Expenses & distributions

Benefits paid
$1,513,449
Administrative expenses
$162,494
Total expenses
$1,725,235
Net increase / (decrease)
$3,287,172

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$95,162$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$67,332$4862023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages