Menemsha Development Group 401(K) Profit Sharing Plan — Form 5500 plan (Menemsha Development Group)
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, Menemsha Development Group 401(K) Profit Sharing Plan is a benefit plan reported by Menemsha Development Group under EIN 33-0517470 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $10,714,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Menemsha Development Group
- EIN
- 33-0517470
- Plan number
- 001
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $10,714,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241015130958NAL0057754466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,714,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,714,372
- Net assets (BOY)
- $8,580,571
Income & contributions
- Employer contributions
- $178,481
- Participant contributions
- $1,160,872
- Total contributions
- $1,888,511
- Total income / additions
- $3,289,786
Expenses & distributions
- Benefits paid
- $1,037,739
- Administrative expenses
- $98,246
- Total expenses
- $1,155,985
- Net increase / (decrease)
- $2,133,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Integrated Wealth Concepts, LLC | INVESTMENT ADVISORY PLAN | $32,393 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $26,744 | $0 | 2023 |
| Economic Group Pension Services | RECORDKEEPER | $6,668 | $845 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Menemsha Development Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Integrated Wealth Concepts, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation