2023 Form 5500 filing — Your 401k Plan, LLC 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 20241011164628NAL0023264001001) for Your 401k Plan, LLC Retirement Plan, reported by Mfrg-Icon Construction under EIN 82-1997588 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164628NAL0023264001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mfrg-Icon Construction
- EIN
- 82-1997588
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,906,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,906,814
- Employer contributions
- $415,124
- Participant contributions
- $817,027
- Total income / additions
- $1,762,873
- Benefits paid
- $329,601
- Administrative expenses
- $54,500
- Total expenses
- $384,869
- Net increase / (decrease)
- $1,378,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Curafin Advisors | INVESTMENT ADVISOR | $24,688 | not reported in the loaded dataset |
| Ascensus | RECORDKEEPER | $24,543 | not reported in the loaded dataset |
| Mgks | THIRD PARTY ADMIN | $7,910 | not reported in the loaded dataset |