Management Support 401(K) Plan — Form 5500 plan (Frankel Family Trust D/B/A Management Support)
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, Management Support 401(K) Plan is a benefit plan reported by Frankel Family Trust D/B/A Management Support under EIN 95-6757355 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $9,543,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frankel Family Trust D/B/A Management Support
- EIN
- 95-6757355
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $9,543,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20241014144806NAL0052735570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,543,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,543,586
- Net assets (BOY)
- $7,731,297
Income & contributions
- Employer contributions
- $386,450
- Participant contributions
- $693,302
- Total contributions
- $1,080,859
- Total income / additions
- $2,419,497
Expenses & distributions
- Benefits paid
- $577,590
- Administrative expenses
- $28,291
- Total expenses
- $607,208
- Net increase / (decrease)
- $1,812,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pfs Investments | ADVISOR | $0 | $40,592 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $28,291 | $0 | 2023 |