2023 Form 5500 filing — The Mru Invest In Your Future 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 20251015130826NAL0004628705001) for The Mru Invest In Your Future Plan, reported by Management Resources, Inc. under EIN 65-0633679 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251015130826NAL0004628705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Management Resources, Inc.
- EIN
- 65-0633679
- Plan number
- 001
- Location
- Miami Springs, FL
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,605,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,605,928
- Employer contributions
- $430,059
- Total income / additions
- $730,015
- Benefits paid
- $129,335
- Administrative expenses
- $16,175
- Total expenses
- $164,386
- Net increase / (decrease)
- $565,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $13,511 | $0 |
| The Benefit Practice | THIRD PARTY ADMIN | $2,250 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $415 | not reported in the loaded dataset |