Slavic Mutual Funds Management Co. 401k Plan — Form 5500 plan (Slavic Mutual Fund Management Corp.)
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, Slavic Mutual Funds Management Co. 401k Plan is a benefit plan reported by Slavic Mutual Fund Management Corp. under EIN 59-2749576 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $16,364,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Slavic Mutual Fund Management Corp.
- EIN
- 59-2749576
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $16,364,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241015144831NAL0028815105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,364,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,364,538
- Net assets (BOY)
- $12,283,670
Income & contributions
- Employer contributions
- $531,287
- Participant contributions
- $1,430,419
- Total contributions
- $2,482,272
- Total income / additions
- $4,542,173
Expenses & distributions
- Benefits paid
- $454,805
- Administrative expenses
- $6,500
- Total expenses
- $461,305
- Net increase / (decrease)
- $4,080,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Somerset Cpas, P.C. | AUDITOR | $6,500 | not reported in the loaded dataset | 2023 |