2023 Form 5500 filing — Management & Training Corporation Retirement 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 20240905150814NAL0010456467001) for Management & Training Corporation Retirement Plan, reported by Management & Training Corporation under EIN 87-0365322 and plan number 001. It reports 7,236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905150814NAL0010456467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Management & Training Corporation
- EIN
- 87-0365322
- Plan number
- 001
- Location
- Centerville, UT
- Participants
- 7,236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $177,942,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,942,427
- Employer contributions
- $5,240,093
- Participant contributions
- $11,523,624
- Total income / additions
- $43,208,046
- Benefits paid
- $27,588,543
- Administrative expenses
- $538,344
- Total expenses
- $28,166,781
- Net increase / (decrease)
- $15,041,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $307,105 | $0 |
| Towers Watson Investment Services | INVESTMENT ADVISOR | $193,395 | not reported in the loaded dataset |
| Davis Graham | ATTORNEY/LEGAL | $29,284 | not reported in the loaded dataset |
| Traveller & Company LLC | ACCOUNTANT/AUDITOR | $8,560 | not reported in the loaded dataset |