M. S. Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (M.S. Company, Inc.)

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, M. S. Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by M.S. Company, Inc. under EIN 04-1565570 and plan number 002. The latest loaded filing year is 2023. The filing reports 119 participants and $4,022,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M.S. Company, Inc.
EIN
04-1565570
Plan number
002
Plan type
2
Location
Attleboro, MA
Latest filing year
2023
Participants
119
End-of-year plan assets
$4,022,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20240910132235NAL0003530771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,022,338
Total liabilities (EOY)
$0
Net assets (EOY)
$4,022,338
Net assets (BOY)
$3,153,419

Income & contributions

Employer contributions
$186,133
Participant contributions
$303,244
Total contributions
$498,251
Total income / additions
$993,131

Expenses & distributions

Benefits paid
$100,981
Administrative expenses
$23,231
Total expenses
$124,212
Net increase / (decrease)
$868,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Retirement & BenefitINVESTMENT ADVISOR$20,102not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPER$3,130not reported in the loaded dataset2023

Related Form 5500 pages