Msr Heritage Holdings, Inc. 401(K) Plan — Form 5500 plan (Msr Heritage Holdings, 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, Msr Heritage Holdings, Inc. 401(K) Plan is a benefit plan reported by Msr Heritage Holdings, Inc. under EIN 47-3654818 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $68,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Msr Heritage Holdings, Inc.
- EIN
- 47-3654818
- Plan number
- 001
- Plan type
- 2
- Location
- Muskego, WI
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $68,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240516160248NAL0035792435001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $68,049
- Net assets (EOY)
- $68,049
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $68,049
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $68,049
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.