2023 Form 5500 filing — Mbi Direct Mail, Inc. Employee Stock Ownership Plan And 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 20240916124704NAL0002791392001) for Mbi Direct Mail, Inc. Employee Stock Ownership Plan And Trust, reported by Mbi Direct Mail, Inc. under EIN 59-2944301 and plan number 003. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240916124704NAL0002791392001
Filing year
2023
Form type
2
Plan sponsor
Mbi Direct Mail, Inc.
EIN
59-2944301
Plan number
003
Location
Deland, FL
Participants
70
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,696,359
Total liabilities (EOY)
$2,307,934
Net assets (EOY)
$8,388,425
Employer contributions
$296,928
Total income / additions
$6,820,056
Benefits paid
$24,172
Total expenses
$87,116
Net increase / (decrease)
$6,732,940
Schedule source
Schedule I

Related Form 5500 pages