2023 Form 5500 filing — M S Benbow & Associates 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 20241015084715NAL0048540640001) for M S Benbow & Associates 401(K) Plan, reported by M S Benbow & Associates under EIN 72-0838753 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.5MReported net assets$15,511,171
Participants150
Provider compensation$6.6K1 Schedule C row(s)$6,625
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015084715NAL0048540640001
- Plan sponsor
- M S Benbow & Associates
- EIN
- 72-0838753
- Plan number
- 001
- Location
- Metairie, LA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.5M total assets
Net assets$15.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,511,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,511,171
- Employer contributions
- $201,348
- Participant contributions
- $858,445
- Total income / additions
- $3,528,368
- Benefits paid
- $417,310
- Administrative expenses
- $4,573
- Total expenses
- $428,753
- Net increase / (decrease)
- $3,099,615
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Strategies Group | THIRD PARTY ADMIN | $0 | $6,625 |