2023 Form 5500 filing — Mshs Group 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 20241015104845NAL0048908832001) for Mshs Group 401(K) Plan, reported by Motor-Services Hugo Stamp, Inc. under EIN 59-2347143 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104845NAL0048908832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Motor-Services Hugo Stamp, Inc.
- EIN
- 59-2347143
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,465,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,465,062
- Employer contributions
- $973,067
- Participant contributions
- $2,492,043
- Total income / additions
- $8,629,781
- Benefits paid
- $4,904,117
- Administrative expenses
- $116,964
- Total expenses
- $5,061,862
- Net increase / (decrease)
- $3,567,919
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Provenance Wealth Advisors LLC | INVESTMENT ADVISOR | $85,299 | not reported in the loaded dataset |
| David J Thomas Dba Holyfield & Thom | AUDITOR | $24,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORD KEEPER | $20,711 | $0 |