Mfa 401(K) Plan — Form 5500 plan (Mfa Benefits 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, Mfa 401(K) Plan is a benefit plan reported by Mfa Benefits LLC under EIN 54-1278483 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,542 participants and $92,358,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mfa Benefits LLC
- EIN
- 54-1278483
- Plan number
- 001
- Plan type
- 2
- Location
- Lakewood, NJ
- Latest filing year
- 2023
- Participants
- 5,542
- End-of-year plan assets
- $92,358,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,542 | H, C | 20240926073913NAL0000345681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,358,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,358,304
- Net assets (BOY)
- $86,123,289
Income & contributions
- Employer contributions
- $1,087,366
- Participant contributions
- $7,195,359
- Total contributions
- $9,537,511
- Total income / additions
- $23,701,434
Expenses & distributions
- Benefits paid
- $16,198,144
- Administrative expenses
- $397,264
- Total expenses
- $17,466,419
- Net increase / (decrease)
- $6,235,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $144,651 | $0 | 2023 |
| Able Wealth Management LLC | INVESTMENT ADVISOR | $116,800 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | ADVISOR/INVESTMENT ADVI | $97,869 | not reported in the loaded dataset | 2023 |
| Ggm Associates Inc | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Pease Bell Cpas | ACCOUNTANT/AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| United Planners Financial Services | ADVISOR | $6,541 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mfa Benefits LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Lakewood, NJ
- Fidelity Workplace Services, LLC — Schedule C compensation
- Able Wealth Management LLC — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Ggm Associates Inc — Schedule C compensation
- Pease Bell Cpas — Schedule C compensation
- United Planners Financial Services — Schedule C compensation