Bcb-Cmrc-Msc 401(K) Profit Sharing Plan — Form 5500 plan (Management Select, 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, Bcb-Cmrc-Msc 401(K) Profit Sharing Plan is a benefit plan reported by Management Select, LLC under EIN 39-2013895 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $15,452,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Management Select, LLC
EIN
39-2013895
Plan number
001
Plan type
2
Location
Altoona, WI
Latest filing year
2023
Participants
173
End-of-year plan assets
$15,452,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241001115822NAL0007028353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,452,148
Total liabilities (EOY)
$0
Net assets (EOY)
$15,452,148
Net assets (BOY)
$13,968,823

Income & contributions

Employer contributions
$296,791
Participant contributions
$592,996
Total contributions
$979,077
Total income / additions
$3,067,530

Expenses & distributions

Benefits paid
$1,551,551
Administrative expenses
$32,654
Total expenses
$1,584,205
Net increase / (decrease)
$1,483,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,654$02023

Related Form 5500 pages