Mission1st Group Inc 401k Profit Sharing Plan And Trust — Form 5500 plan (Mission1st 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, Mission1st Group Inc 401k Profit Sharing Plan And Trust is a benefit plan reported by Mission1st Group, Inc. under EIN 20-2921829 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $6,805,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mission1st Group, Inc.
- EIN
- 20-2921829
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $6,805,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241002074525NAL0003879187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,805,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,805,678
- Net assets (BOY)
- $5,112,079
Income & contributions
- Employer contributions
- $253,071
- Participant contributions
- $611,900
- Total contributions
- $2,393,122
- Total income / additions
- $3,277,152
Expenses & distributions
- Benefits paid
- $1,543,811
- Administrative expenses
- $39,742
- Total expenses
- $1,583,553
- Net increase / (decrease)
- $1,693,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Corp | INVESTMENT ADVISORY-PLAN | $20,102 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $12,963 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $4,197 | $0 | 2023 |
| Leafhouse Financial Advisors | INVESTMENT ADVISORY-PLAN | $2,480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mission1st Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Lpl Financial Corp — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation