2023 Form 5500 filing — Mbk Real Estate 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 20241015224230NAL0015488883001) for Mbk Real Estate LLC 401(K) Plan, reported by Mbk Real Estate LLC under EIN 33-0393742 and plan number 001. It reports 2,352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015224230NAL0015488883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mbk Real Estate LLC
- EIN
- 33-0393742
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 2,352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,265,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,265,539
- Employer contributions
- $1,585,372
- Participant contributions
- $3,372,859
- Total income / additions
- $9,600,004
- Benefits paid
- $3,266,991
- Administrative expenses
- $11,200
- Total expenses
- $3,257,124
- Net increase / (decrease)
- $6,342,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Republic Securities Company | ADVISOR | $0 | $58,445 |
| Fidelity Investments Institutional | RECORDKEEPER | $11,390 | $0 |