Mlj Agency Retirement Plan — Form 5500 plan (Mlj Agency, 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, Mlj Agency Retirement Plan is a benefit plan reported by Mlj Agency, Inc. under EIN 47-4467141 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,488,942 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mlj Agency, Inc.
EIN
47-4467141
Plan number
001
Plan type
2
Location
Rockwall, TX
Latest filing year
2023
Participants
5
End-of-year plan assets
$1,488,942

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240329144123NAL0003186659001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,488,942
Total liabilities (EOY)
$165
Net assets (EOY)
$1,488,777
Net assets (BOY)
$921,866

Income & contributions

Employer contributions
$2,783
Participant contributions
$2,751
Total income / additions
$580,978

Expenses & distributions

Benefits paid
$13,717
Administrative expenses
$350
Total expenses
$14,067
Net increase / (decrease)
$566,911

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages