Misa Imports, Inc. 401(K) Plan — Form 5500 plan (Misa Imports, 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, Misa Imports, Inc. 401(K) Plan is a benefit plan reported by Misa Imports, Inc. under EIN 02-0683816 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $9,519,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Misa Imports, Inc.
- EIN
- 02-0683816
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $9,519,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241021143653NAL0002573344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,519,575
- Net assets (EOY)
- $9,519,575
- Net assets (BOY)
- $7,114,855
Income & contributions
- Employer contributions
- $835,495
- Participant contributions
- $657,833
- Total contributions
- $1,583,006
- Total income / additions
- $2,805,431
Expenses & distributions
- Benefits paid
- $341,520
- Administrative expenses
- $56,663
- Total expenses
- $400,711
- Net increase / (decrease)
- $2,404,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $52,390 | $0 | 2023 |
| Raymond James | BROKER | $0 | $24,436 | 2023 |
| Definiti LLC | CONTRACT ADMINISTRATOR | $12,507 | $7,129 | 2023 |
| Employer Advisory Group LLC | INVESTMENT MGMT | $6,836 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Misa Imports, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Raymond James — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Employer Advisory Group LLC — Schedule C compensation