M.H. Masonry & Associates, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (M.H. Masonry & Associates, 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, M.H. Masonry & Associates, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by M.H. Masonry & Associates, Inc. under EIN 45-5017210 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $4,347,176 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M.H. Masonry & Associates, Inc.
EIN
45-5017210
Plan number
001
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
108
End-of-year plan assets
$4,347,176

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023108I, C20240923085125NAL0020029600001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,347,176
Net assets (EOY)
$4,347,176
Net assets (BOY)
$3,542,818

Income & contributions

Employer contributions
$164,339
Participant contributions
$330,638
Total income / additions
$1,109,325

Expenses & distributions

Benefits paid
$281,775
Administrative expenses
$23,192
Total expenses
$304,967
Net increase / (decrease)
$804,358

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mass Mutual LifeFINANCIAL ADVISOR$9,300$02023
American Trust Company0$8,786$02023
American FundsRECORDKEEPER$3,203$02023

Related Form 5500 pages