Plan5500

Mta Investments, Inc — 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, Mta Investments, Inc (EIN 59-2738546) is a plan sponsor located in Akron, OH 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
59-2738546
Location
Akron, OH
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mta Investments, Inc

  • 3 loaded plans hold $9M in reported assets.
  • The largest, Montrose Auto Group 401(K) Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 814 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.9MSummed across loaded plans$8,894,788
Total reported assets$9M$8,964,443
Total reported participants814
Total reported liabilities$69.7K$69,655

Reported net position

Reported assets = net assets + liabilities (summed)$9M total assets
Net assets$8.9MLiabilities$69.7K
Contributions & income
Employer contributionsNot reported
Participant contributions$1M
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$807.4K
Total expenses$938.4K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Montrose Auto Group 401(K) Retirement Savings Plan
Participants per plan271Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Montrose Auto Group 401(K) Retirement Savings Plan$9M
    Plan #001 · 494 participants · 2023
  2. 2
    Montrose Auto Group Health Plannot reported in the loaded dataset
    Plan #501 · 240 participants · 2023
  3. 3
    Montrose Auto Group Section 125 Plannot reported in the loaded dataset
    Plan #502 · 80 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mta Investments, Inc. Open one for its full reported snapshot.

  1. 2023
    Montrose Auto Group 401(K) Retirement Savings Plan494 participants · 2Sch HSch C
    View filing →
  2. 2023
    Montrose Auto Group Health Plan240 participants · 1No schedules
    View filing →
  3. 2023
    Montrose Auto Group Section 125 Plan80 participants · 1No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mta Investments, Inc report on Form 5500?
Mta Investments, Inc (EIN 59-2738546) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mta Investments, Inc?
The Employer Identification Number (EIN) reported for Mta Investments, Inc is 59-2738546.
What is the latest Form 5500 filing year for Mta Investments, Inc?
The latest loaded Form 5500 filing year for Mta Investments, Inc is 2023.

Related Form 5500 pages