Massey Burns Inc. 401(K) Plan — Form 5500 plan (Massey Burns 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, Massey Burns Inc. 401(K) Plan is a benefit plan reported by Massey Burns Inc. under EIN 84-2392913 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $16,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Massey Burns Inc.
EIN
84-2392913
Plan number
001
Plan type
2
Location
Dahlonega, GA
Latest filing year
2023
Participants
2
End-of-year plan assets
$16,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20241212123648NAL0025268034001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$16,747
Net assets (EOY)
$16,747
Net assets (BOY)
$202,901

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$186,154

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$186,154

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages