Simms Restaurant Group 401(K) Plan — Form 5500 plan (Mwh, 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, Simms Restaurant Group 401(K) Plan is a benefit plan reported by Mwh, LLC under EIN 73-1733885 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $1,091,683 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,091,683
Participants454Covered participants reported
Assets / participant$2.4KComputed: assets ÷ participants$2,405 (computed)
Provider compensation$26.3K4 Schedule C provider row(s)$26,344
Plan sponsor
Mwh, LLC
EIN
73-1733885
Plan number
001
Plan type
2
Location
El Segundo, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023454H, C20240724105144NAL0007363315001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$669K
Total expenses$264.2K
Benefits paid / distributions$194.5K
Contributions
EmployerNot reported
Participant$458.8K
Full reported line items

Net assets

Total assets (EOY)
$1,091,683
Total liabilities (EOY)
$0
Net assets (EOY)
$1,091,683
Net assets (BOY)
$686,875

Income & contributions

Participant contributions
$458,786
Total contributions
$497,143
Total income / additions
$668,964

Expenses & distributions

Benefits paid
$194,494
Administrative expenses
$26,243
Total expenses
$264,156
Net increase / (decrease)
$404,808
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets24%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$12,678$02023
Merrill Lynch Pierce Fenner SmithINVESTMENT ADVISOR$11,345not reported in the loaded dataset2023
Futureplan By AscensusCONTRACT ADMIN$1,375not reported in the loaded dataset2023
Empower Adivsory Group LLCINVESTMENT MGMT$946not reported in the loaded dataset2023

Related Form 5500 pages