Mbo Associate 401(K) Plan — Form 5500 plan (Mbo Partners)
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, Mbo Associate 401(K) Plan is a benefit plan reported by Mbo Partners under EIN 22-2609042 and plan number 001. The latest loaded filing year is 2023. The filing reports 956 participants and $74,400,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mbo Partners
- EIN
- 22-2609042
- Plan number
- 001
- Plan type
- 2
- Location
- Ashburn, VA
- Latest filing year
- 2023
- Participants
- 956
- End-of-year plan assets
- $74,400,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 956 | H, C | 20241127110420NAL0004246067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,400,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,400,615
- Net assets (BOY)
- $66,764,513
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $12,597,694
Expenses & distributions
- Benefits paid
- $4,961,592
- Administrative expenses
- $0
- Total expenses
- $4,961,592
- Net increase / (decrease)
- $7,636,102
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $17,500 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | CONSULTANT | $12,485 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$30,263 | $0 | 2023 |