Fresno M, LLC 401(K) Plan — Form 5500 plan (Fresno M, 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, Fresno M, LLC 401(K) Plan is a benefit plan reported by Fresno M, LLC under EIN 38-4235861 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $2,791,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fresno M, LLC
- EIN
- 38-4235861
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $2,791,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241014141059NAL0046307920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,791,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,791,096
- Net assets (BOY)
- $2,433,041
Income & contributions
- Employer contributions
- $50,539
- Participant contributions
- $342,330
- Total contributions
- $422,869
- Total income / additions
- $850,320
Expenses & distributions
- Benefits paid
- $431,988
- Administrative expenses
- $60,277
- Total expenses
- $492,265
- Net increase / (decrease)
- $358,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $17,450 | $0 | 2023 |
| Hicks Pension Services | THIRD PARTY ADMINISTRATO | $12,101 | $42 | 2023 |
| Hudson Henderson & Company Inc. | AUDIT | $10,500 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Life Agency | INVESTMENT ADVISORY | $7,418 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fresno M, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Transamerica Financial Life Ins Co — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Hudson Henderson & Company Inc. — Schedule C compensation
- Merrill Lynch Life Agency — Schedule C compensation