Mlg/Valiant 401(K) Plan — Form 5500 plan (Mlg Services Corp)
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, Mlg/Valiant 401(K) Plan is a benefit plan reported by Mlg Services Corp under EIN 27-1281116 and plan number 001. The latest loaded filing year is 2023. The filing reports 760 participants and $11,251,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mlg Services Corp
- EIN
- 27-1281116
- Plan number
- 001
- Plan type
- 3
- Location
- Brookfield, WI
- Latest filing year
- 2023
- Participants
- 760
- End-of-year plan assets
- $11,251,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 760 | H, C | 20241015143000NAL0014844659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,251,371
- Net assets (EOY)
- $11,251,371
- Net assets (BOY)
- $8,195,019
Income & contributions
- Employer contributions
- $635,616
- Participant contributions
- $1,696,910
- Total contributions
- $2,572,594
- Total income / additions
- $3,846,922
Expenses & distributions
- Benefits paid
- $685,400
- Administrative expenses
- $105,170
- Total expenses
- $790,570
- Net increase / (decrease)
- $3,056,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Operose Advisores LLC | INVESTMENT ADVISOR | $32,469 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,903 | $0 | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $8,780 | $4,283 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,012 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mlg Services Corp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Brookfield, WI
- Operose Advisores LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation