Motivational Systems, Inc. 401(K) Retirement Plan — Form 5500 plan (Motivational 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, Motivational Systems, Inc. 401(K) Retirement Plan is a benefit plan reported by Motivational Systems, Inc. under EIN 95-3003017 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $9,420,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Motivational Systems, Inc.
- EIN
- 95-3003017
- Plan number
- 001
- Plan type
- 2
- Location
- National City, CA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $9,420,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241008054855NAL0027994112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,420,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,420,701
- Net assets (BOY)
- $7,590,852
Income & contributions
- Participant contributions
- $448,384
- Total contributions
- $448,384
- Total income / additions
- $2,003,223
Expenses & distributions
- Benefits paid
- $141,917
- Administrative expenses
- $29,551
- Total expenses
- $173,374
- Net increase / (decrease)
- $1,829,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | INVESTMENT/FINANCIAL ADVI | $19,904 | $0 | 2023 |
| Royal Alliance Associates, Inc. | INVESTMENT/FINANCIAL ADVI | $7,355 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,290 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Motivational Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in National City, CA
- Sagepoint Financial, Inc. — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation