Mfow Money Purchase Pension Plan — Form 5500 plan (Board Of Trustees Of The Mfow Supplemental Pension Trust)
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, Mfow Money Purchase Pension Plan is a benefit plan reported by Board Of Trustees Of The Mfow Supplemental Pension Trust under EIN 94-6201677 and plan number 002. The latest loaded filing year is 2023. The filing reports 646 participants and $38,729,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Mfow Supplemental Pension Trust
- EIN
- 94-6201677
- Plan number
- 002
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $38,729,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20250314153736NAL0022641953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,729,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,729,714
- Net assets (BOY)
- $36,744,179
Income & contributions
- Employer contributions
- $1,843,693
- Total contributions
- $1,843,693
- Total income / additions
- $5,012,390
Expenses & distributions
- Benefits paid
- $2,793,532
- Administrative expenses
- $233,323
- Total expenses
- $3,026,855
- Net increase / (decrease)
- $1,985,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $74,376 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $59,271 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $28,113 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $26,148 | $0 | 2023 |
| Trucker Huss, Apc | NONE | $16,113 | not reported in the loaded dataset | 2023 |
| M.F.O.W. Welfare Fund | RELATED PLAN | $9,728 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Mfow Supplemental Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Benesys, Inc. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Us Bank — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- M.F.O.W. Welfare Fund — Schedule C compensation