2023 Form 5500 filing — Mud Bay Retirement 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 20241015130117NAL0014677411001) for Mud Bay Retirement Plan, reported by Mud Bay, Inc. under EIN 91-2060015 and plan number 001. It reports 649 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)$4.3MReported net assets$4,258,159
Participants649
Provider compensation$24.2K5 Schedule C row(s)$24,201
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015130117NAL0014677411001
- Plan sponsor
- Mud Bay, Inc.
- EIN
- 91-2060015
- Plan number
- 001
- Location
- Olympia, WA
- 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)$4.3M total assets
Net assets$4.3MLiabilities$2.4K
Full reported line items
- Total assets (EOY)
- $4,260,528
- Total liabilities (EOY)
- $2,369
- Net assets (EOY)
- $4,258,159
- Employer contributions
- $594,298
- Participant contributions
- $1,090,621
- Total income / additions
- $2,260,590
- Benefits paid
- $331,101
- Administrative expenses
- $14,495
- Total expenses
- $345,596
- Net increase / (decrease)
- $1,914,994
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $11,230 | $0 |
| Usi Securities Inc. | INVESTMENT ADVISOR | $7,603 | not reported in the loaded dataset |
| Usi Consulting Group Inc. | CONTRACT ADMIN | $2,851 | $1,520 |
| Envestnet Retirement Solutions, LLC | OTHER | $607 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $390 | not reported in the loaded dataset |