Mlp Ventures Group 401(K) Plan — Form 5500 plan (Mlp Ventures Group)

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, Mlp Ventures Group 401(K) Plan is a benefit plan reported by Mlp Ventures Group under EIN 82-3609438 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $8,772,310 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mlp Ventures Group
EIN
82-3609438
Plan number
001
Plan type
2
Location
King Of Prussia, PA
Latest filing year
2023
Participants
227
End-of-year plan assets
$8,772,310

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20240826145200NAL0017689856001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,772,310
Total liabilities (EOY)
$0
Net assets (EOY)
$8,772,310
Net assets (BOY)
$7,059,982

Income & contributions

Employer contributions
$384,196
Participant contributions
$771,232
Total contributions
$1,218,117
Total income / additions
$2,453,973

Expenses & distributions

Benefits paid
$633,139
Administrative expenses
$104,618
Total expenses
$741,264
Net increase / (decrease)
$1,712,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Maillie LlpINDEPENDENT AUDIT FIRM$62,975not reported in the loaded dataset2023
Main Line Financial Advisors, LLCINVESTMENT MANAGER$19,436not reported in the loaded dataset2023
Professional Capital Services, LLCCONTRACT ADMINISTRATOR$15,896not reported in the loaded dataset2023

Related Form 5500 pages