2023 Form 5500 filing — Multifamily Management Services 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 20240910134317NAL0003540643001) for Multifamily Management Services LLC 401(K) Plan, reported by Multifamily Management Services LLC under EIN 20-3455047 and plan number 001. It reports 1,062 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910134317NAL0003540643001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Multifamily Management Services LLC
- EIN
- 20-3455047
- Plan number
- 001
- Location
- Suffern, NY
- Participants
- 1,062
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,387,889
- Total liabilities (EOY)
- $35,251
- Net assets (EOY)
- $11,352,638
- Employer contributions
- $310,989
- Participant contributions
- $2,576,115
- Total income / additions
- $4,627,612
- Benefits paid
- $959,907
- Administrative expenses
- $84,898
- Total expenses
- $1,081,501
- Net increase / (decrease)
- $3,546,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $84,898 | $0 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |