2023 Form 5500 filing — Mpfc 403b 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 20240924140810NAL0023925730001) for Mpfc 403b Retirement Plan, reported by Max Planck Florida Corporation under EIN 26-2117502 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
20240924140810NAL0023925730001
Filing year
2023
Form type
2
Plan sponsor
Max Planck Florida Corporation
EIN
26-2117502
Plan number
001
Location
Jupiter, FL
Participants
162
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,904,146
Total liabilities (EOY)
$0
Net assets (EOY)
$16,904,146
Employer contributions
$1,029,267
Participant contributions
$859,705
Total income / additions
$3,954,850
Benefits paid
$373,000
Administrative expenses
$75,652
Total expenses
$448,652
Net increase / (decrease)
$3,506,198
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$75,652$0

Related Form 5500 pages