2023 Form 5500 filing — Mfa 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 20250128093530NAL0022214384001) for Mfa 401(K) Plan, reported by Mfa Incorporated under EIN 43-0415080 and plan number 002. It reports 2,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128093530NAL0022214384001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mfa Incorporated
- EIN
- 43-0415080
- Plan number
- 002
- Location
- Columbia, MO
- Participants
- 2,275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,972,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,972,849
- Employer contributions
- $2,095,533
- Participant contributions
- $7,186,882
- Total income / additions
- $29,706,591
- Benefits paid
- $10,583,145
- Administrative expenses
- $216,064
- Total expenses
- $10,924,870
- Net increase / (decrease)
- $18,781,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $184,634 | $0 |
| Armanino, Llp | RETAINED BY EMPLOYER | $17,535 | not reported in the loaded dataset |
| Pension Consultants | RETAINED BY PLAN SPONSOR | $13,500 | not reported in the loaded dataset |