Masuda, Funai, Eifert & Mitchell, Ltd Profit Sharing 401(K) Retirement Plan — Form 5500 plan (Masuda, Funai, Eifert & Mitchell, Ltd.)

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, Masuda, Funai, Eifert & Mitchell, Ltd Profit Sharing 401(K) Retirement Plan is a benefit plan reported by Masuda, Funai, Eifert & Mitchell, Ltd. under EIN 36-3125637 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $49,976,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Masuda, Funai, Eifert & Mitchell, Ltd.
EIN
36-3125637
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
121
End-of-year plan assets
$49,976,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023121H, C20241003165658NAL0005937971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,976,772
Total liabilities (EOY)
$33,410
Net assets (EOY)
$49,943,362
Net assets (BOY)
$46,610,393

Income & contributions

Employer contributions
$750,000
Participant contributions
$891,398
Total contributions
$1,736,054
Total income / additions
$10,219,919

Expenses & distributions

Benefits paid
$6,831,485
Administrative expenses
$55,465
Total expenses
$6,886,950
Net increase / (decrease)
$3,332,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, N.A.TRUSTEE$46,038$02023
Centennial SecuritiesNONE$6,722not reported in the loaded dataset2023

Related Form 5500 pages