2023 Form 5500 filing — Management Support 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 20241014144806NAL0052735570001) for Management Support 401(K) Plan, reported by Frankel Family Trust D/B/A Management Support under EIN 95-6757355 and plan number 001. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144806NAL0052735570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frankel Family Trust D/B/A Management Support
- EIN
- 95-6757355
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,543,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,543,586
- Employer contributions
- $386,450
- Participant contributions
- $693,302
- Total income / additions
- $2,419,497
- Benefits paid
- $577,590
- Administrative expenses
- $28,291
- Total expenses
- $607,208
- Net increase / (decrease)
- $1,812,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pfs Investments | ADVISOR | $0 | $40,592 |
| Fidelity Investments Institutional | RECORDKEEPER | $28,291 | $0 |