2023 Form 5500 filing — Mastercontrol 401(K) Savings 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 20240819050734NAL0000630979001) for Mastercontrol 401(K) Savings Plan, reported by Mastercontrol Solutions, Inc. under EIN 87-0662434 and plan number 001. It reports 795 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)$50.6MReported net assets$50,597,299
Participants795
Provider compensation$159.2K4 Schedule C row(s)$159,210
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240819050734NAL0000630979001
- Plan sponsor
- Mastercontrol Solutions, Inc.
- EIN
- 87-0662434
- Plan number
- 001
- Location
- Salt Lake City, UT
- 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)$50.6M total assets
Net assets$50.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $50,597,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,597,299
- Employer contributions
- $1,605,809
- Participant contributions
- $7,112,005
- Total income / additions
- $17,150,874
- Benefits paid
- $2,696,592
- Administrative expenses
- $159,211
- Total expenses
- $2,858,120
- Net increase / (decrease)
- $14,292,754
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $62,823 | $0 |
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $56,292 | $0 |
| Lpl Financial Corporation Rpcp | INVESTMENT/FINANCIAL ADVI | $40,095 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |