Metro Philly Management Solutions, LLC 401(K) Plan — Form 5500 plan (Metro Philly Management Solutions, LLC)
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, Metro Philly Management Solutions, LLC 401(K) Plan is a benefit plan reported by Metro Philly Management Solutions, LLC under EIN 27-2207131 and plan number 001. The latest loaded filing year is 2023. The filing reports 922 participants and $9,481,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metro Philly Management Solutions, LLC
- EIN
- 27-2207131
- Plan number
- 001
- Plan type
- 2
- Location
- Drexel Hill, PA
- Latest filing year
- 2023
- Participants
- 922
- End-of-year plan assets
- $9,481,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 922 | H, C | 20241003081908NAL0004707075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,481,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,481,123
- Net assets (BOY)
- $7,905,203
Income & contributions
- Employer contributions
- $462,006
- Participant contributions
- $830,982
- Total contributions
- $1,292,988
- Total income / additions
- $2,515,117
Expenses & distributions
- Benefits paid
- $856,344
- Administrative expenses
- $82,853
- Total expenses
- $939,197
- Net increase / (decrease)
- $1,575,920
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lych | NONE | $0 | $83,891 | 2023 |
| Ascensus LLC | NONE | $47,340 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Co. Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Future Plan By Ascensus | NONE | $12,380 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metro Philly Management Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Drexel Hill, PA
- Merrill Lych — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Citrin Cooperman & Co. Llp — Schedule C compensation
- Future Plan By Ascensus — Schedule C compensation