Mmi Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mmi Services, 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, Mmi Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mmi Services, Inc. under EIN 77-0024477 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $3,468,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mmi Services, Inc.
- EIN
- 77-0024477
- Plan number
- 001
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $3,468,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241015193007NAL0015320307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,468,571
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,468,571
- Net assets (BOY)
- $2,474,828
Income & contributions
- Employer contributions
- $355,119
- Participant contributions
- $486,292
- Total contributions
- $857,987
- Total income / additions
- $1,261,709
Expenses & distributions
- Benefits paid
- $267,966
- Administrative expenses
- $0
- Total expenses
- $267,966
- Net increase / (decrease)
- $993,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,457 | $0 | 2023 |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $15,998 | $0 | 2023 |
| Hicks Pension Services | CONTRACT ADMIN | $1,800 | $2,587 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGMENT | $441 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mmi Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bakersfield, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation