2023 Form 5500 filing — M & R Corporate Services, LLC 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 20241015153249NAL0028945857002) for M & R Corporate Services, LLC 401(K) Plan, reported by M & R Corporate Services, LLC under EIN 20-5895435 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153249NAL0028945857002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- M & R Corporate Services, LLC
- EIN
- 20-5895435
- Plan number
- 001
- Location
- Bay City, MI
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,994,092
- Net assets (EOY)
- $5,994,092
- Employer contributions
- $134,799
- Participant contributions
- $499,026
- Total income / additions
- $1,743,272
- Benefits paid
- $3,297,422
- Administrative expenses
- $45,755
- Total expenses
- $3,343,177
- Net increase / (decrease)
- -$1,599,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asset Alloc Strat LLC | ADVISOR | $24,730 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,024 | $0 |