Mra - The Management Association, Inc. 401k Plan — Form 5500 plan (Mra - The Management Association, 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, Mra - The Management Association, Inc. 401k Plan is a benefit plan reported by Mra - The Management Association, Inc. under EIN 39-1096303 and plan number 003. The latest loaded filing year is 2023. The filing reports 354 participants and $24,401,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mra - The Management Association, Inc.
- EIN
- 39-1096303
- Plan number
- 003
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $24,401,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20240802095835NAL0024786961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,401,035
- Net assets (EOY)
- $24,401,035
- Net assets (BOY)
- $20,923,624
Income & contributions
- Employer contributions
- $763,438
- Participant contributions
- $1,481,473
- Total contributions
- $2,298,985
- Total income / additions
- $5,916,967
Expenses & distributions
- Benefits paid
- $2,343,302
- Administrative expenses
- $96,254
- Total expenses
- $2,439,556
- Net increase / (decrease)
- $3,477,411
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Francis LLC | CONSULTING | $47,652 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $44,417 | $0 | 2023 |
| Blue Chip Retirement Services | CONTRACT ADMIN | $5,625 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mra - The Management Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- Francis LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Chip Retirement Services — Schedule C compensation