Messner Reeves Llp Retirement Savings Plan — Form 5500 plan (Messner Reeves Llp)
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, Messner Reeves Llp Retirement Savings Plan is a benefit plan reported by Messner Reeves Llp under EIN 84-1303139 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $13,727,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Messner Reeves Llp
- EIN
- 84-1303139
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $13,727,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241218145901NAL0008409794001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,727,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,727,530
- Net assets (BOY)
- $10,660,446
Income & contributions
- Employer contributions
- $172,669
- Participant contributions
- $1,546,838
- Total contributions
- $2,107,324
- Total income / additions
- $3,680,904
Expenses & distributions
- Benefits paid
- $529,515
- Administrative expenses
- $83,831
- Total expenses
- $613,820
- Net increase / (decrease)
- $3,067,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Retirement Plan Consulting | CONTRACT ADMINISTRATOR | $29,963 | $2,914 | 2023 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $28,554 | $8 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,228 | $0 | 2023 |
| Bido Usa, Llp | ACCOUNTANT | $9,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Messner Reeves Llp
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Creative Retirement Plan Consulting — Schedule C compensation
- Pensionmark Financial Group, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Bido Usa, Llp — Schedule C compensation