Msi Express 401k Plan — Form 5500 plan (Msi Express, 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, Msi Express 401k Plan is a benefit plan reported by Msi Express, Inc. under EIN 31-1622808 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,109 participants and $15,130,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Msi Express, Inc.
EIN
31-1622808
Plan number
001
Plan type
2
Location
Portage, IN
Latest filing year
2023
Participants
1,109
End-of-year plan assets
$15,130,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,109H, C20241011151202NAL0023056337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,130,087
Total liabilities (EOY)
$0
Net assets (EOY)
$15,130,087
Net assets (BOY)
$11,726,990

Income & contributions

Employer contributions
$772,980
Participant contributions
$1,668,832
Total contributions
$2,744,194
Total income / additions
$5,006,580

Expenses & distributions

Benefits paid
$1,539,068
Administrative expenses
$64,415
Total expenses
$1,603,483
Net increase / (decrease)
$3,403,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan ServRECORDKEEPER$32,405$02023
Commonwealth Equity Services LLCINVESTMENT ADVISOR$30,608not reported in the loaded dataset2023
Rea & AssociatesCONTRACT ADMIN$10,344not reported in the loaded dataset2023

Related Form 5500 pages