Mbs Asset Management LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mbs Asset Management LLC (EIN 27-5242020) is a plan sponsor located in Manhattan Beach, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-5242020
Location
Manhattan Beach, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,996,163
Total reported net assets (EOY)
$46,996,163

Contributions & income

Employer contributions
$2,783,378
Participant contributions
$4,242,461
Total income / additions
$13,258,390

Expenses & distributions

Benefits paid / distributions
$1,730,660
Total expenses
$1,999,279
Net increase / (decrease)
$11,259,111

Coverage

Total reported participants
1,665
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Mbs Asset Management LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mbs Asset Management, LLC 401(K) Plan001847$46,996,1632023
Mbs Asset Management, LLC Welfare Benefit Plan501818not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mbs Asset Management LLC
YearPlanParticipantsSchedulesFiling
2023Mbs Asset Management, LLC 401(K) Plan847H, C20240603120017NAL0018136305001
2023Mbs Asset Management, LLC Welfare Benefit Plan818C20250717092709NAL0000011155001

Related Form 5500 pages