Mbo Professional Services Inc. 401(K) Plan — Form 5500 plan (Mbo Professional 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, Mbo Professional Services Inc. 401(K) Plan is a benefit plan reported by Mbo Professional Services Inc. under EIN 26-4179224 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,029 participants and $45,816,458 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mbo Professional Services Inc.
EIN
26-4179224
Plan number
001
Plan type
2
Location
Ashburn, VA
Latest filing year
2023
Participants
4,029
End-of-year plan assets
$45,816,458

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,029H, C20241127111458NAL0002877779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,816,458
Total liabilities (EOY)
$22,865
Net assets (EOY)
$45,793,593
Net assets (BOY)
$37,133,929

Income & contributions

Employer contributions
$0
Participant contributions
$7,311,560
Total contributions
$7,311,560
Total income / additions
$14,139,321

Expenses & distributions

Benefits paid
$5,411,399
Administrative expenses
$68,258
Total expenses
$5,479,657
Net increase / (decrease)
$8,659,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$52,785$02023
Nfp Retirement IncADVISOR$8,750not reported in the loaded dataset2023
Capfinancial Partners LLCCONSULTANT$6,767not reported in the loaded dataset2023

Related Form 5500 pages