Microk12 401(K) Retirement Plan — Form 5500 plan (Micro Computer Systems, 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, Microk12 401(K) Retirement Plan is a benefit plan reported by Micro Computer Systems, Inc under EIN 91-1176669 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $1,588,168 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Micro Computer Systems, Inc
EIN
91-1176669
Plan number
001
Plan type
2
Location
Lynnwood, WA
Latest filing year
2023
Participants
144
End-of-year plan assets
$1,588,168

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241013092005NAL0012368275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,588,168
Total liabilities (EOY)
$0
Net assets (EOY)
$1,588,168
Net assets (BOY)
$1,108,472

Income & contributions

Employer contributions
$60,000
Participant contributions
$236,535
Total contributions
$296,535
Total income / additions
$537,224

Expenses & distributions

Benefits paid
$50,741
Administrative expenses
$6,787
Total expenses
$57,528
Net increase / (decrease)
$479,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT/FINANCIAL ADVI$6,292$02023
Adp, Inc.RECORD KEEPER$495$02023

Related Form 5500 pages