2023 Form 5500 filing — Massey Services, Inc. 401(K) 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 20241001104520NAL0006953281001) for Massey Services, Inc. 401(K) Retirement Plan, reported by Massey Services, Inc. under EIN 59-2557150 and plan number 001. It reports 2,803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001104520NAL0006953281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Massey Services, Inc.
- EIN
- 59-2557150
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 2,803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,094,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,094,223
- Employer contributions
- $3,341,055
- Participant contributions
- $7,335,116
- Total income / additions
- $24,383,814
- Benefits paid
- $6,443,414
- Administrative expenses
- $227,871
- Total expenses
- $6,671,285
- Net increase / (decrease)
- $17,712,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One America Retirement Services LLC | not reported in the loaded dataset | $188,002 | not reported in the loaded dataset |
| Resource Investment Advisors | not reported in the loaded dataset | $40,000 | not reported in the loaded dataset |
| Matrix Trust Company | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |