Plan5500

Mhi Shared Services Americas Inc. 401k Plan — Form 5500 plan (Mhi Shared Services Americas 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, Mhi Shared Services Americas Inc. 401k Plan is a benefit plan reported by Mhi Shared Services Americas Inc. under EIN 81-3608934 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,529 participants and $397,009,059 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$397MPlan net assets, end of year$397,009,053
Participants3.5KCovered participants reported3,529
Assets / participant$112.5KComputed: assets ÷ participants$112,499 (computed)
Provider compensation$156.4K4 Schedule C provider row(s)$156,438
Plan sponsor
Mhi Shared Services Americas Inc.
EIN
81-3608934
Plan number
001
Plan type
3
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,529 participants · 3Sch HSch C
    View filing →
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)$397M total assets
Net assets$397MLiabilities$6
Money in vs. money out
Total income / additions$115.8M
Total expenses$32.8M
Benefits paid / distributions$32.4M
Contributions
Employer$19M
Participant$25.9M
Full reported line items

Net assets

Total assets (EOY)
$397,009,059
Total liabilities (EOY)
$6
Net assets (EOY)
$397,009,053
Net assets (BOY)
$326,502,143

Income & contributions

Employer contributions
$18,965,807
Participant contributions
$25,924,790
Total contributions
$49,254,765
Total income / additions
$115,795,145

Expenses & distributions

Benefits paid
$32,398,506
Administrative expenses
$356,181
Total expenses
$32,765,042
Net increase / (decrease)
$83,030,103
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.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Strategic Advisors, Inc.$220.9K
    ADVISOR · Direct $220.9K
  2. 2
    Nfp Retirement Inc$31.9K
    INVESTMENT ADVISOR · Direct $31.9K
  3. 3
    Caron & Bletzer, Pllc$12K
    ACCOUNTANT/AUDITOR · Direct $12K
  4. 4
    Fidelity Investments Institutional-$108.3K
    RECORDKEEPER · Direct -$108.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Mhi Shared Services Americas Inc. 401k Plan?
Mhi Shared Services Americas Inc. 401k Plan is reported as sponsored by Mhi Shared Services Americas Inc. (EIN 81-3608934, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Mhi Shared Services Americas Inc. 401k Plan?
The latest Form 5500 filing year loaded for Mhi Shared Services Americas Inc. 401k Plan is 2023.
How many participants does Mhi Shared Services Americas Inc. 401k Plan report?
Mhi Shared Services Americas Inc. 401k Plan reports 3,529 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Mhi Shared Services Americas Inc. 401k Plan?
Mhi Shared Services Americas Inc. 401k Plan reports $397,009,059 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages