2023 Form 5500 filing — Mfow Money Purchase Pension 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 20250314153736NAL0022641953001) for Mfow Money Purchase Pension Plan, reported by Board Of Trustees Of The Mfow Supplemental Pension Trust under EIN 94-6201677 and plan number 002. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314153736NAL0022641953001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Mfow Supplemental Pension Trust
- EIN
- 94-6201677
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,729,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,729,714
- Employer contributions
- $1,843,693
- Total income / additions
- $5,012,390
- Benefits paid
- $2,793,532
- Administrative expenses
- $233,323
- Total expenses
- $3,026,855
- Net increase / (decrease)
- $1,985,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $74,376 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $59,271 | $0 |
| Withumsmith+Brown, Pc | NONE | $28,113 | not reported in the loaded dataset |
| Us Bank | NONE | $26,148 | $0 |
| Trucker Huss, Apc | NONE | $16,113 | not reported in the loaded dataset |
| M.F.O.W. Welfare Fund | RELATED PLAN | $9,728 | not reported in the loaded dataset |