2023 Form 5500 filing — Mgt Of America Consulting, LLC 401(K) Profit Sharing Plan And Trust
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 20250205133316NAL0004822675001) for Mgt Of America Consulting, LLC 401(K) Profit Sharing Plan And Trust, reported by Mgt Of America Consulting, LLC under EIN 81-0890071 and plan number 001. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205133316NAL0004822675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mgt Of America Consulting, LLC
- EIN
- 81-0890071
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,075,617
- Net assets (EOY)
- $38,075,617
- Employer contributions
- $1,926,593
- Participant contributions
- $3,329,852
- Total income / additions
- $12,491,627
- Benefits paid
- $3,460,098
- Administrative expenses
- $156,262
- Total expenses
- $3,616,360
- Net increase / (decrease)
- $8,875,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services | CONTRACT ADMIN | $104,443 | $4,583 |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,708 | $0 |
| Empower Advisory Groups ,LLC | INVESTMENT MGMT | $10,987 | $0 |
| Erisa Services Of Georgia, LLC | CONTRACT ADMIN | $6,800 | $0 |
| Northwestern Mutual Wealth Mgmt Co. | OTHER | $3,161 | $0 |
| Florida Retirement Consultants, LLC | CONTRACT ADMIN | $65 | $1,222 |
| Dgh & Associates Inc Dba | OTHER | $195 | $0 |