2023 Form 5500 filing — Mbo Partners Corporate 401k 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 20241127111040NAL0002875427001) for Mbo Partners Corporate 401k Plan, reported by Mbo Partners under EIN 22-2609042 and plan number 002. It reports 267 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)$17.2MReported net assets$17,204,278
Participants267
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241127111040NAL0002875427001
- Plan sponsor
- Mbo Partners
- EIN
- 22-2609042
- Plan number
- 002
- Location
- Ashburn, VA
- 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)$17.2M total assets
Net assets$17.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,204,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,204,278
- Employer contributions
- $0
- Participant contributions
- $1,212,277
- Total income / additions
- $3,933,964
- Benefits paid
- $1,462,173
- Administrative expenses
- $0
- Total expenses
- $1,462,173
- Net increase / (decrease)
- $2,471,791
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$13,304 | $0 |