Mesker Mbm 401(K) Plan — Form 5500 plan (Mesker Mbm Lp)
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, Mesker Mbm 401(K) Plan is a benefit plan reported by Mesker Mbm Lp under EIN 88-1944901 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $2,004,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mesker Mbm Lp
- EIN
- 88-1944901
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $2,004,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241014123850NAL0045970720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,004,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,004,451
- Net assets (BOY)
- $356,361
Income & contributions
- Employer contributions
- $394,092
- Participant contributions
- $553,802
- Total contributions
- $1,602,485
- Total income / additions
- $1,822,064
Expenses & distributions
- Benefits paid
- $153,761
- Administrative expenses
- $20,213
- Total expenses
- $173,974
- Net increase / (decrease)
- $1,648,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $2,873 | $0 | 2023 |
| Onedigital Topco LLC | OTHER FEES | $2,272 | $0 | 2023 |
| Sunwest Pensions | ADMINISTRATOR | $1,726 | $0 | 2023 |
| July Business Services LLC | CONTRACT ADMINISTRATOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mesker Mbm Lp
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Huntsville, AL
- Onedigital Investment Advisors — Schedule C compensation
- Onedigital Topco LLC — Schedule C compensation
- Sunwest Pensions — Schedule C compensation
- July Business Services LLC — Schedule C compensation