Mgo Investment Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mgo Investment Advisors is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $98,439 and reported indirect compensation totals $62,006.
Reported compensation summary
- Reported direct compensation
- $98,439
- Reported indirect compensation
- $62,006
- Total reported compensation
- $160,445
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Walter & Haverfield Llp | OH | 1 | $68,194 |
| Packers Sanitation Serivces, Inc. | WI | 1 | $56,386 |
| Lake Business Products, Inc. | OH | 1 | $20,276 |
| Strang Corporation | OH | 1 | $15,589 |
| Covert Manufacturing, Inc. | OH | 1 | $0 |
| Quadax, Inc. | OH | 1 | $0 |
State footprint
Plans reporting Mgo Investment Advisors are sponsored in OH (5), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Walter & Haverfield Llp | Walter & Haverfield Llp Profit Sharing Retirement Plan | 2023 | $21,777 | $46,417 |
| Packers Sanitation Serivces, Inc. | The Pssi 401(K) Plan & Trust | 2023 | $56,386 | not reported in the loaded dataset |
| Lake Business Products, Inc. | Lake Business Products Inc. 401(K) Profit Sharing Plan | 2023 | $20,276 | not reported in the loaded dataset |
| Strang Corporation | Strang Corporation 401(K) Profit Sharing Plan | 2023 | $0 | $15,589 |
| Covert Manufacturing, Inc. | Covert Manufacturing, Inc. Employees 401k Profit Sharing Plan And Trust | 2023 | $0 | not reported in the loaded dataset |
| Quadax, Inc. | Quadax, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Walter & Haverfield Llp Profit Sharing Retirement Plan (plan 003)
- Walter & Haverfield Llp — all reported plans
- The Pssi 401(K) Plan & Trust (plan 002)
- Packers Sanitation Serivces, Inc. — all reported plans
- Lake Business Products Inc. 401(K) Profit Sharing Plan (plan 001)
- Lake Business Products, Inc. — all reported plans
- Strang Corporation 401(K) Profit Sharing Plan (plan 001)
- Strang Corporation — all reported plans
- Covert Manufacturing, Inc. Employees 401k Profit Sharing Plan And Trust (plan 002)
- Covert Manufacturing, Inc. — all reported plans
- Quadax, Inc. 401(K) Profit Sharing Plan And Trust (plan 003)
- Quadax, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources