Mindbank Consulting Group, L.L.C. 401(K) Profit Sharing Plan — Form 5500 plan (Mindbank Consulting Group, L.L.C.)

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, Mindbank Consulting Group, L.L.C. 401(K) Profit Sharing Plan is a benefit plan reported by Mindbank Consulting Group, L.L.C. under EIN 54-1852142 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $6,843,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mindbank Consulting Group, L.L.C.
EIN
54-1852142
Plan number
001
Plan type
2
Location
Oakton, VA
Latest filing year
2023
Participants
131
End-of-year plan assets
$6,843,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241002140923NAL0004861491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,843,148
Total liabilities (EOY)
$0
Net assets (EOY)
$6,843,148
Net assets (BOY)
$6,408,315

Income & contributions

Employer contributions
$27,113
Participant contributions
$290,726
Total contributions
$322,717
Total income / additions
$1,259,832

Expenses & distributions

Benefits paid
$795,943
Administrative expenses
$29,056
Total expenses
$824,999
Net increase / (decrease)
$434,833

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$19,617not reported in the loaded dataset2023
J.H. Cohn LlpAUDITOR$9,000not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$439$02023

Related Form 5500 pages