2023 Form 5500 filing — Slavic Mutual Funds Management Co. 401k 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 20241015144831NAL0028815105001) for Slavic Mutual Funds Management Co. 401k Plan, reported by Slavic Mutual Fund Management Corp. under EIN 59-2749576 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144831NAL0028815105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Slavic Mutual Fund Management Corp.
- EIN
- 59-2749576
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,364,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,364,538
- Employer contributions
- $531,287
- Participant contributions
- $1,430,419
- Total income / additions
- $4,542,173
- Benefits paid
- $454,805
- Administrative expenses
- $6,500
- Total expenses
- $461,305
- Net increase / (decrease)
- $4,080,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Somerset Cpas, P.C. | AUDITOR | $6,500 | not reported in the loaded dataset |