Plan5500

Mavagi Enterprises Retirement Plan — Form 5500 plan (Mavagi Enterprises, 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, Mavagi Enterprises Retirement Plan is a benefit plan reported by Mavagi Enterprises, Inc. under EIN 74-3008826 and plan number 003. The latest loaded filing year is 2023. The filing reports 181 participants and $934,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mavagi Enterprises, Inc.
EIN
74-3008826
Plan number
003
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
181
End-of-year plan assets
$934,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20241011115637NAL0043560978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$934,969
Total liabilities (EOY)
$0
Net assets (EOY)
$934,969
Net assets (BOY)
$778,677

Income & contributions

Employer contributions
$216,084
Participant contributions
$0
Total contributions
$216,084
Total income / additions
$355,145

Expenses & distributions

Benefits paid
$173,259
Administrative expenses
$25,594
Total expenses
$198,853
Net increase / (decrease)
$156,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boon Administrative Services IncCONTRACT ADMIN$13,635not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$9,836$02023
Kestra Investment Services LLCINVESTMENT ADVISOR$2,077not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$46not reported in the loaded dataset2023

Related Form 5500 pages