Mms Holdings Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Mms Holdings 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, Mms Holdings Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Mms Holdings Inc under EIN 20-3236367 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $9,038,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mms Holdings Inc
- EIN
- 20-3236367
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, MI
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $9,038,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241125085529NAL0004457025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,038,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,038,248
- Net assets (BOY)
- $7,461,863
Income & contributions
- Employer contributions
- $656,427
- Participant contributions
- $1,468,880
- Total contributions
- $2,288,193
- Total income / additions
- $3,546,064
Expenses & distributions
- Benefits paid
- $1,934,399
- Administrative expenses
- $34,096
- Total expenses
- $1,969,679
- Net increase / (decrease)
- $1,576,385
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sagepoint Financial Inc | ADVISOR | $16,622 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $11,084 | not reported in the loaded dataset | 2023 |
| Osaic Wealth, Inc. | ADVISOR | $5,752 | not reported in the loaded dataset | 2023 |