Mbku 401(A) Retirement Plan — Form 5500 plan (Marshall B. Ketchum University)
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, Mbku 401(A) Retirement Plan is a benefit plan reported by Marshall B. Ketchum University under EIN 95-1644593 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $26,614,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshall B. Ketchum University
- EIN
- 95-1644593
- Plan number
- 001
- Plan type
- 2
- Location
- Fullerton, CA
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $26,614,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20240801095008NAL0013398979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,614,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,614,809
- Net assets (BOY)
- $23,366,605
Income & contributions
- Employer contributions
- $1,632,981
- Total contributions
- $1,632,981
- Total income / additions
- $5,727,609
Expenses & distributions
- Benefits paid
- $2,425,067
- Administrative expenses
- $54,338
- Total expenses
- $2,479,405
- Net increase / (decrease)
- $3,248,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $41,460 | $0 | 2023 |
| Benefit Funding Services Group | CONSULTANT | $12,878 | not reported in the loaded dataset | 2023 |