Manning Gross + Massenburg Llp 401(K) Profit Sharing Plan — Form 5500 plan (Manning Gross + Massenburg Llp)
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, Manning Gross + Massenburg Llp 401(K) Profit Sharing Plan is a benefit plan reported by Manning Gross + Massenburg Llp under EIN 04-3339733 and plan number 001. The latest loaded filing year is 2023. The filing reports 485 participants and $46,689,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Manning Gross + Massenburg Llp
- EIN
- 04-3339733
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 485
- End-of-year plan assets
- $46,689,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 485 | H, C | 20241011164843NAL0011196755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,689,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,689,289
- Net assets (BOY)
- $35,606,252
Income & contributions
- Employer contributions
- $1,409,048
- Participant contributions
- $3,377,513
- Total contributions
- $6,932,351
- Total income / additions
- $13,335,326
Expenses & distributions
- Benefits paid
- $2,212,902
- Administrative expenses
- $31,960
- Total expenses
- $2,252,289
- Net increase / (decrease)
- $11,083,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group, Inc. | TPA | $0 | $18,883 | 2023 |
| Mazars | SERVICE PROVIDER | $14,560 | not reported in the loaded dataset | 2023 |
| Morningstar | ADVISOR | $0 | $6,493 | 2023 |
| Voya Retirement Insurance & Annui | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Manning Gross + Massenburg Llp
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- The Angell Pension Group, Inc. — Schedule C compensation
- Mazars — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance & Annui — Schedule C compensation