2023 Form 5500 filing — Mfs Supply, LLC 401(K) 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 20240905082154NAL0034572544001) for Mfs Supply, LLC 401(K) Plan, reported by Mfs Supply, LLC under EIN 20-4935387 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905082154NAL0034572544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mfs Supply, LLC
- EIN
- 20-4935387
- Plan number
- 001
- Location
- Solon, OH
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,830,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,830,709
- Employer contributions
- $178,776
- Participant contributions
- $660,093
- Total income / additions
- $1,686,631
- Benefits paid
- $249,453
- Administrative expenses
- $58,827
- Total expenses
- $326,971
- Net increase / (decrease)
- $1,359,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,125 | $0 |
| Meaden & Moore Ltd | OTHER | $14,700 | not reported in the loaded dataset |
| Mfs Supply LLC | OTHER | $11,800 | not reported in the loaded dataset |
| Vantage Financial Group, Inc | INVESTMENT ADVISOR | $11,669 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,533 | not reported in the loaded dataset |