2023 Form 5500 filing — Mcmanis & Monsalve Associates Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240307144844NAL0034908544001) for Mcmanis & Monsalve Associates Profit Sharing Plan, reported by Mcmanis & Monsalve Associates under EIN 54-2002267 and plan number 002. It reports 532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7MReported net assets$6,957,414
Participants532
Provider compensation$36.1K1 Schedule C row(s)$36,051
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240307144844NAL0034908544001
- Plan sponsor
- Mcmanis & Monsalve Associates
- EIN
- 54-2002267
- Plan number
- 002
- Location
- Germantown, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.1M total assets
Net assets$7MLiabilities$105.6K
Full reported line items
- Total assets (EOY)
- $7,062,996
- Total liabilities (EOY)
- $105,582
- Net assets (EOY)
- $6,957,414
- Employer contributions
- $270,428
- Participant contributions
- $254,735
- Total income / additions
- $1,767,280
- Benefits paid
- $917,301
- Administrative expenses
- $141,633
- Total expenses
- $1,059,657
- Net increase / (decrease)
- $707,623
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $36,051 | $0 |