Mobis-Alabama 401(K) Plan — Form 5500 plan (Mobis-Alabama, LLC)

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, Mobis-Alabama 401(K) Plan is a benefit plan reported by Mobis-Alabama, LLC under EIN 03-0490785 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,655 participants and $47,289,174 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mobis-Alabama, LLC
EIN
03-0490785
Plan number
001
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
Participants
1,655
End-of-year plan assets
$47,289,174

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,655H, C20241014131147NAL0014978419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,289,174
Total liabilities (EOY)
$1,049
Net assets (EOY)
$47,288,125
Net assets (BOY)
$38,226,490

Income & contributions

Employer contributions
$2,181,276
Participant contributions
$5,312,735
Total contributions
$7,986,167
Total income / additions
$13,247,079

Expenses & distributions

Benefits paid
$3,969,548
Administrative expenses
$169,669
Total expenses
$4,185,444
Net increase / (decrease)
$9,061,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$131,515$02023
Morgan StanleyINVESTMENT ADVISOR$63,366not reported in the loaded dataset2023

Related Form 5500 pages