The M & W Logistics Group, Inc. 401k Plan — Form 5500 plan (The M & W Logistics 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, The M & W Logistics Group, Inc. 401k Plan is a benefit plan reported by The M & W Logistics Group, Inc. under EIN 20-1823225 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $7,058,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The M & W Logistics Group, Inc.
- EIN
- 20-1823225
- Plan number
- 001
- Plan type
- 3
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $7,058,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20240807125439NAL0003681297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,058,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,058,280
- Net assets (BOY)
- $5,872,456
Income & contributions
- Employer contributions
- $103,559
- Participant contributions
- $676,892
- Total contributions
- $786,695
- Total income / additions
- $1,753,610
Expenses & distributions
- Benefits paid
- $513,860
- Administrative expenses
- $53,926
- Total expenses
- $567,786
- Net increase / (decrease)
- $1,185,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retire Solutions LLC | RECORDKEEPER | $40,816 | $0 | 2023 |
| Raymond James And Assc Inc. | BROKER | $0 | $12,652 | 2023 |
| Access Retirement Services | RECORDKEEPER | $12,440 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The M & W Logistics Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Transamerica Retire Solutions LLC — Schedule C compensation
- Raymond James And Assc Inc. — Schedule C compensation
- Access Retirement Services — Schedule C compensation