2023 Form 5500 filing — Mobile Management, LLC 401(K) Plan & Trust
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 20241013111749NAL0024718241001) for Mobile Management, LLC 401(K) Plan & Trust, reported by Mobile Management, LLC under EIN 03-0446689 and plan number 001. It reports 838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013111749NAL0024718241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mobile Management, LLC
- EIN
- 03-0446689
- Plan number
- 001
- Location
- Huntington, NY
- Participants
- 838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,937,306
- Total liabilities (EOY)
- $20,994
- Net assets (EOY)
- $14,916,312
- Participant contributions
- $2,718,315
- Total income / additions
- $5,012,407
- Benefits paid
- $1,513,449
- Administrative expenses
- $162,494
- Total expenses
- $1,725,235
- Net increase / (decrease)
- $3,287,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $95,162 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $67,332 | $486 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |