Mother Industries, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Mother Industries, 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, Mother Industries, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Mother Industries, LLC. under EIN 20-0263558 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $15,237,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mother Industries, LLC.
- EIN
- 20-0263558
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $15,237,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241015121437NAL0049300720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,237,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,237,916
- Net assets (BOY)
- $11,151,841
Income & contributions
- Employer contributions
- $387,071
- Participant contributions
- $2,109,662
- Total contributions
- $3,004,489
- Total income / additions
- $5,270,893
Expenses & distributions
- Benefits paid
- $1,094,091
- Administrative expenses
- $90,727
- Total expenses
- $1,184,818
- Net increase / (decrease)
- $4,086,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $34,816 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $29,960 | $0 | 2023 |
| Cetera Investment Advisors LLC | ADVISOR | $13,321 | not reported in the loaded dataset | 2023 |
| Creative P | INVESTMENT ADVISOR | $12,630 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mother Industries, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Cetera Advisor Networks LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation
- Creative P — Schedule C compensation