Plan5500

Massana, Inc. Employees Savings Trust — Form 5500 plan (Massana, 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, Massana, Inc. Employees Savings Trust is a benefit plan reported by Massana, Inc. under EIN 26-2005142 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $6,232,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Massana, Inc.
EIN
26-2005142
Plan number
001
Plan type
2
Location
Newnan, GA
Latest filing year
2023
Participants
147
End-of-year plan assets
$6,232,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20240924193743NAL0013251857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,232,000
Total liabilities (EOY)
$58,368
Net assets (EOY)
$6,173,632
Net assets (BOY)
$4,815,742

Income & contributions

Employer contributions
$0
Participant contributions
$687,055
Total contributions
$687,055
Total income / additions
$1,573,989

Expenses & distributions

Benefits paid
$137,138
Administrative expenses
$20,593
Total expenses
$216,099
Net increase / (decrease)
$1,357,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Securities America Advisors IncINVESTMENT ADVISOR$20,593not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,100$02023

Related Form 5500 pages