Mwd Management, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Mwd Management, 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, Mwd Management, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mwd Management, LLC under EIN 81-3740124 and plan number 001. The latest loaded filing year is 2023. The filing reports 783 participants and $39,565,945 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mwd Management, LLC
EIN
81-3740124
Plan number
001
Plan type
3
Location
Brentwood, TN
Latest filing year
2023
Participants
783
End-of-year plan assets
$39,565,945

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023783H, C20241014092753NAL0014700115004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,565,945
Total liabilities (EOY)
$146,496
Net assets (EOY)
$39,419,449
Net assets (BOY)
$30,617,157

Income & contributions

Employer contributions
$200,000
Participant contributions
$3,288,491
Total contributions
$5,257,918
Total income / additions
$10,632,356

Expenses & distributions

Benefits paid
$1,535,691
Administrative expenses
$147,877
Total expenses
$1,830,064
Net increase / (decrease)
$8,802,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesINVESTMENT ADVISOR$82,073$02023
Lbmc,PcAUDITOR$18,000$02023

Related Form 5500 pages