2023 Form 5500 filing — Mastery Logistics Systems, Inc. 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 20241001150415NAL0003395027002) for Mastery Logistics Systems, Inc. 401(K) Plan, reported by Mastery Logistics Systems, Inc. under EIN 83-1185597 and plan number 001. It reports 605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001150415NAL0003395027002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mastery Logistics Systems, Inc.
- EIN
- 83-1185597
- Plan number
- 001
- Location
- Lake Forest, IL
- Participants
- 605
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,502,945
- Net assets (EOY)
- $24,502,945
- Employer contributions
- $2,513,433
- Participant contributions
- $5,429,919
- Total income / additions
- $12,888,030
- Benefits paid
- $1,043,702
- Administrative expenses
- $114,558
- Total expenses
- $1,166,471
- Net increase / (decrease)
- $11,721,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | INVESTMENT ADVISOR | $67,755 | not reported in the loaded dataset |
| Transamerica Financial Life Ins Co | RECORD KEEPER | $46,803 | $0 |