Margaritas Management Retirement Plan — Form 5500 plan (Margaritas Management Group, Inc.)
Plain-English plan 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, Margaritas Management Retirement Plan is a benefit plan reported by Margaritas Management Group, Inc. under EIN 02-0464184 and plan number 001. The latest loaded filing year is 2023. The filing reports 103 participants and $6,973,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Margaritas Management Group, Inc.
- EIN
- 02-0464184
- Plan number
- 001
- Plan type
- 2
- Location
- Dover, NH
- Latest filing year
- 2023
- Participants
- 103
- End-of-year plan assets
- $6,973,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 103 | I | 20241011160526NAL0022287441001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,973,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,973,644
- Net assets (BOY)
- $5,893,299
Income & contributions
- Employer contributions
- $57,130
- Participant contributions
- $167,064
- Total income / additions
- $1,569,234
Expenses & distributions
- Benefits paid
- $483,627
- Administrative expenses
- $4,456
- Total expenses
- $488,889
- Net increase / (decrease)
- $1,080,345
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.