2023 Form 5500 filing — Mbo Professional Services Inc. 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 20241127111458NAL0002877779001) for Mbo Professional Services Inc. 401(K) Plan, reported by Mbo Professional Services Inc. under EIN 26-4179224 and plan number 001. It reports 4,029 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127111458NAL0002877779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mbo Professional Services Inc.
- EIN
- 26-4179224
- Plan number
- 001
- Location
- Ashburn, VA
- Participants
- 4,029
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,816,458
- Total liabilities (EOY)
- $22,865
- Net assets (EOY)
- $45,793,593
- Employer contributions
- $0
- Participant contributions
- $7,311,560
- Total income / additions
- $14,139,321
- Benefits paid
- $5,411,399
- Administrative expenses
- $68,258
- Total expenses
- $5,479,657
- Net increase / (decrease)
- $8,659,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $52,785 | $0 |
| Nfp Retirement Inc | ADVISOR | $8,750 | not reported in the loaded dataset |
| Capfinancial Partners LLC | CONSULTANT | $6,767 | not reported in the loaded dataset |