Mstc Easy(K) Pep — Form 5500 plan (Pentegra Services 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, Mstc Easy(K) Pep is a benefit plan reported by Pentegra Services Inc under EIN 13-5645888 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,241 participants and $16,186,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pentegra Services Inc
EIN
13-5645888
Plan number
003
Plan type
3
Location
White Plains, NY
Latest filing year
2023
Participants
1,241
End-of-year plan assets
$16,186,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,241H, C20250428160722NAL0012223809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,186,084
Total liabilities (EOY)
$0
Net assets (EOY)
$16,186,084
Net assets (BOY)
$7,222,346

Income & contributions

Employer contributions
$618,313
Participant contributions
$1,627,685
Total contributions
$2,308,050
Total income / additions
$4,766,177

Expenses & distributions

Benefits paid
$1,024,694
Administrative expenses
$93,510
Total expenses
$1,119,634
Net increase / (decrease)
$3,646,543

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Services, Icn.RECORDKEEPER$93,510not reported in the loaded dataset2023

Related Form 5500 pages