Plan5500

Mbms 401k Plan — Form 5500 plan (Mbms, 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, Mbms 401k Plan is a benefit plan reported by Mbms, LLC under EIN 20-1751180 and plan number 003. The latest loaded filing year is 2023. The filing reports 224 participants and $10,490,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mbms, LLC
EIN
20-1751180
Plan number
003
Plan type
2
Location
Newark, DE
Latest filing year
2023
Participants
224
End-of-year plan assets
$10,490,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20241009092931NAL0009073651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,490,157
Total liabilities (EOY)
$885
Net assets (EOY)
$10,489,272
Net assets (BOY)
$8,482,547

Income & contributions

Employer contributions
$359,210
Participant contributions
$682,567
Total contributions
$1,046,515
Total income / additions
$2,770,942

Expenses & distributions

Benefits paid
$714,538
Administrative expenses
$49,679
Total expenses
$764,217
Net increase / (decrease)
$2,006,725

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services LLCINVESTMENT ADVISOR$23,174not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$17,270$02023
Delaware Valley RetirementCONTRACT ADMIN$9,585not reported in the loaded dataset2023

Related Form 5500 pages