2023 Form 5500 filing — Mmi Services, Inc. 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 20241015193007NAL0015320307001) for Mmi Services, Inc. 401(K) Profit Sharing Plan, reported by Mmi Services, Inc. under EIN 77-0024477 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193007NAL0015320307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mmi Services, Inc.
- EIN
- 77-0024477
- Plan number
- 001
- Location
- Bakersfield, CA
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,468,571
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,468,571
- Employer contributions
- $355,119
- Participant contributions
- $486,292
- Total income / additions
- $1,261,709
- Benefits paid
- $267,966
- Administrative expenses
- $0
- Total expenses
- $267,966
- Net increase / (decrease)
- $993,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,457 | $0 |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $15,998 | $0 |
| Hicks Pension Services | CONTRACT ADMIN | $1,800 | $2,587 |
| Empower Advisory Group, LLC | INVESTMENT MANAGMENT | $441 | $0 |