Plan5500

Mve Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Mve Group, 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, Mve Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Mve Group, Inc. under EIN 27-0988432 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $9,250,110 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mve Group, Inc.
EIN
27-0988432
Plan number
002
Plan type
2
Location
Ephrata, PA
Latest filing year
2023
Participants
157
End-of-year plan assets
$9,250,110

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20250110110258NAL0007739635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,250,110
Total liabilities (EOY)
$1,990,212
Net assets (EOY)
$7,259,898
Net assets (BOY)
$6,634,792

Income & contributions

Employer contributions
$277,880
Total contributions
$277,880
Total income / additions
$722,922

Expenses & distributions

Benefits paid
$59,379
Administrative expenses
$38,437
Total expenses
$97,816
Net increase / (decrease)
$625,106

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Saxton & Stump LLCNONE$18,900not reported in the loaded dataset2023
Transition Finance Strategies, LLCNONE$11,926not reported in the loaded dataset2023
Shareholder Strategies, Inc.NONE$7,450not reported in the loaded dataset2023

Related Form 5500 pages