2023 Form 5500 filing — Family Allergy & Asthma Safe Harbor 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 20241014085037NAL0014664051001) for Family Allergy & Asthma Safe Harbor 401(K) Plan, reported by Family Allergy Mso, LLC under EIN 82-4503357 and plan number 001. It reports 457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085037NAL0014664051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Allergy Mso, LLC
- EIN
- 82-4503357
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,440,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,440,719
- Employer contributions
- $1,244,804
- Participant contributions
- $2,577,669
- Total income / additions
- $9,294,907
- Benefits paid
- $2,199,408
- Administrative expenses
- $77,229
- Total expenses
- $2,276,637
- Net increase / (decrease)
- $7,018,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trinity Pension Consultants | OTHER SERVICES | $0 | $19,866 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,129 | $0 |
| Cerity Partners Retirement Plan Adv | INVESTMENT ADVISORY | $18,221 | $5 |
| Argi Investment Services. LLC | INVESTMENT ADVISORY | $9,626 | $3 |
| Mcm Cpas & Advisors Llp | ACCOUNTANT | $7,700 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,240 | $0 |