2023 Form 5500 filing — Mindbank Consulting Group, L.L.C. 401(K) Profit Sharing 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 20241002140923NAL0004861491001) for Mindbank Consulting Group, L.L.C. 401(K) Profit Sharing Plan, reported by Mindbank Consulting Group, L.L.C. under EIN 54-1852142 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002140923NAL0004861491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mindbank Consulting Group, L.L.C.
- EIN
- 54-1852142
- Plan number
- 001
- Location
- Oakton, VA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,843,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,843,148
- Employer contributions
- $27,113
- Participant contributions
- $290,726
- Total income / additions
- $1,259,832
- Benefits paid
- $795,943
- Administrative expenses
- $29,056
- Total expenses
- $824,999
- Net increase / (decrease)
- $434,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $19,617 | not reported in the loaded dataset |
| J.H. Cohn Llp | AUDITOR | $9,000 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $439 | $0 |