2023 Form 5500 filing — Minact, Inc. Retirement Income 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 20241031164958NAL0001674883001) for Minact, Inc. Retirement Income Plan, reported by Minact, Inc. under EIN 64-0609995 and plan number 004. It reports 822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.9MReported net assets$11,929,772
Participants822
Provider compensation$35.5K2 Schedule C row(s)$35,504
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241031164958NAL0001674883001
Plan sponsor
Minact, Inc.
EIN
64-0609995
Plan number
004
Location
Jackson, MS
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.9M total assets
Net assets$11.9MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$377.3K
Participant$758K
Full reported line items
Total assets (EOY)
$11,929,772
Total liabilities (EOY)
$0
Net assets (EOY)
$11,929,772
Employer contributions
$377,289
Participant contributions
$757,979
Total income / additions
$2,613,553
Benefits paid
$2,457,254
Administrative expenses
$35,503
Total expenses
$2,492,757
Net increase / (decrease)
$120,796

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Global Banking OperaCONSULTANT$28,478not reported in the loaded dataset
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$7,026$0

Related Form 5500 pages