2023 Form 5500 filing — Mutual Shareholder Services Ll 401(K) Profit Sharing Plan & Trust
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 20240518143718NAL0045163185001) for Mutual Shareholder Services Ll 401(K) Profit Sharing Plan & Trust, reported by Mutual Shareholder Services Ll under EIN 34-1896033 and plan number 001. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240518143718NAL0045163185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mutual Shareholder Services Ll
- EIN
- 34-1896033
- Plan number
- 001
- Location
- Broadview Heights, OH
- Participants
- 29
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,918,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,918,416
- Employer contributions
- $87,760
- Participant contributions
- $153,262
- Total income / additions
- $1,149,111
- Benefits paid
- $174,316
- Administrative expenses
- $7,953
- Total expenses
- $182,269
- Net increase / (decrease)
- $966,842
- Schedule source
- Schedule I