Management Solutions 401(K) Plan — Form 5500 plan (Management Solutions, 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, Management Solutions 401(K) Plan is a benefit plan reported by Management Solutions, Inc. under EIN 36-4780191 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,641 participants and $44,546,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Management Solutions, Inc.
- EIN
- 36-4780191
- Plan number
- 001
- Plan type
- 3
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 1,641
- End-of-year plan assets
- $44,546,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,641 | H, C | 20241125091736NAL0004466545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,546,036
- Total liabilities (EOY)
- $246,909
- Net assets (EOY)
- $44,299,127
- Net assets (BOY)
- $31,979,531
Income & contributions
- Employer contributions
- $1,458,045
- Participant contributions
- $4,625,755
- Total contributions
- $7,247,309
- Total income / additions
- $13,412,352
Expenses & distributions
- Benefits paid
- $4,615,616
- Administrative expenses
- $310,669
- Total expenses
- $5,219,720
- Net increase / (decrease)
- $8,192,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Ann Insurance Co Of America | RECORDKEEPER | $303,644 | $0 | 2023 |
| Mesirow Financial Investment Mngmnt | INVESTMENT ADVISOR | $80,166 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services | CONTRACT ADMINISTRATOR | $58,946 | not reported in the loaded dataset | 2023 |
| Nppg Fiduciary Services LLC | OTHER | $36,736 | not reported in the loaded dataset | 2023 |
| Management Solutions Inc | OTHER | $12,000 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $8,391 | not reported in the loaded dataset | 2023 |
| National Professional Planning Grou | CONTRACT ADMINISTRATOR | $3,425 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Management Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greenwood Village, CO
- Empower Ann Insurance Co Of America — Schedule C compensation
- Mesirow Financial Investment Mngmnt — Schedule C compensation
- Pinnacle Financial Services — Schedule C compensation
- Nppg Fiduciary Services LLC — Schedule C compensation
- Management Solutions Inc — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- National Professional Planning Grou — Schedule C compensation