Anthony & Joann Fanticola Family Ltd Partnership 401(K) Profit Sharing Plan — Form 5500 plan (M.C. 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, Anthony & Joann Fanticola Family Ltd Partnership 401(K) Profit Sharing Plan is a benefit plan reported by M.C. LLC under EIN 33-1109067 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,015 participants and $10,304,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M.C. LLC
EIN
33-1109067
Plan number
001
Plan type
2
Location
Tustin, CA
Latest filing year
2023
Participants
1,015
End-of-year plan assets
$10,304,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,015H, C20241011154709NAL0039358320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,304,379
Total liabilities (EOY)
$0
Net assets (EOY)
$10,304,379
Net assets (BOY)
$7,775,400

Income & contributions

Employer contributions
$751,451
Participant contributions
$788,706
Total contributions
$1,544,303
Total income / additions
$2,996,382

Expenses & distributions

Benefits paid
$454,375
Administrative expenses
$2,036
Total expenses
$467,403
Net increase / (decrease)
$2,528,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$32,137not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$0$02023

Related Form 5500 pages