2023 Form 5500 filing — Management Solutions 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 20241125091736NAL0004466545001) for Management Solutions 401(K) Plan, reported by Management Solutions, Inc. under EIN 36-4780191 and plan number 001. It reports 1,641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125091736NAL0004466545001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Management Solutions, Inc.
- EIN
- 36-4780191
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 1,641
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,546,036
- Total liabilities (EOY)
- $246,909
- Net assets (EOY)
- $44,299,127
- Employer contributions
- $1,458,045
- Participant contributions
- $4,625,755
- Total income / additions
- $13,412,352
- Benefits paid
- $4,615,616
- Administrative expenses
- $310,669
- Total expenses
- $5,219,720
- Net increase / (decrease)
- $8,192,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Ann Insurance Co Of America | RECORDKEEPER | $303,644 | $0 |
| Mesirow Financial Investment Mngmnt | INVESTMENT ADVISOR | $80,166 | not reported in the loaded dataset |
| Pinnacle Financial Services | CONTRACT ADMINISTRATOR | $58,946 | not reported in the loaded dataset |
| Nppg Fiduciary Services LLC | OTHER | $36,736 | not reported in the loaded dataset |
| Management Solutions Inc | OTHER | $12,000 | not reported in the loaded dataset |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $8,391 | not reported in the loaded dataset |
| National Professional Planning Grou | CONTRACT ADMINISTRATOR | $3,425 | not reported in the loaded dataset |