Plan5500

Mfa 401(K) Plan — Form 5500 plan (Mfa Incorporated)

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, Mfa 401(K) Plan is a benefit plan reported by Mfa Incorporated under EIN 43-0415080 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,275 participants and $138,972,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mfa Incorporated
EIN
43-0415080
Plan number
002
Plan type
3
Location
Columbia, MO
Latest filing year
2023
Participants
2,275
End-of-year plan assets
$138,972,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,275H, C20250128093530NAL0022214384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,972,849
Total liabilities (EOY)
$0
Net assets (EOY)
$138,972,849
Net assets (BOY)
$120,191,128

Income & contributions

Employer contributions
$2,095,533
Participant contributions
$7,186,882
Total contributions
$9,703,393
Total income / additions
$29,706,591

Expenses & distributions

Benefits paid
$10,583,145
Administrative expenses
$216,064
Total expenses
$10,924,870
Net increase / (decrease)
$18,781,721

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcsRETAINED BY PLAN SPONSOR$184,634$02023
Armanino, LlpRETAINED BY EMPLOYER$17,535not reported in the loaded dataset2023
Pension ConsultantsRETAINED BY PLAN SPONSOR$13,500not reported in the loaded dataset2023

Related Form 5500 pages