2023 Form 5500 filing — Menemsha Development Group 401(K) Profit Sharing 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 20241015130958NAL0057754466001) for Menemsha Development Group 401(K) Profit Sharing Plan, reported by Menemsha Development Group under EIN 33-0517470 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130958NAL0057754466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Menemsha Development Group
- EIN
- 33-0517470
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,714,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,714,372
- Employer contributions
- $178,481
- Participant contributions
- $1,160,872
- Total income / additions
- $3,289,786
- Benefits paid
- $1,037,739
- Administrative expenses
- $98,246
- Total expenses
- $1,155,985
- Net increase / (decrease)
- $2,133,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Integrated Wealth Concepts, LLC | INVESTMENT ADVISORY PLAN | $32,393 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $26,744 | $0 |
| Economic Group Pension Services | RECORDKEEPER | $6,668 | $845 |