Munck Wilson Mandala 401(K) Plan — Form 5500 plan (Munck Wilson Mandala, 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, Munck Wilson Mandala 401(K) Plan is a benefit plan reported by Munck Wilson Mandala, Llp under EIN 26-3990304 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $30,523,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Munck Wilson Mandala, Llp
EIN
26-3990304
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
257
End-of-year plan assets
$30,523,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20241015200146NAL0029556369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,523,716
Total liabilities (EOY)
$0
Net assets (EOY)
$30,523,716
Net assets (BOY)
$24,091,701

Income & contributions

Employer contributions
$1,375,075
Participant contributions
$1,718,293
Total contributions
$3,905,727
Total income / additions
$8,026,075

Expenses & distributions

Benefits paid
$1,486,061
Administrative expenses
$38,486
Total expenses
$1,594,060
Net increase / (decrease)
$6,432,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$25,908not reported in the loaded dataset2023
Inwest Retirement SolutionsTPA$12,585not reported in the loaded dataset2023

Related Form 5500 pages