Multifamily Management Services LLC 401(K) Plan — Form 5500 plan (Multifamily Management Services 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, Multifamily Management Services LLC 401(K) Plan is a benefit plan reported by Multifamily Management Services LLC under EIN 20-3455047 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,062 participants and $11,387,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Multifamily Management Services LLC
- EIN
- 20-3455047
- Plan number
- 001
- Plan type
- 3
- Location
- Suffern, NY
- Latest filing year
- 2023
- Participants
- 1,062
- End-of-year plan assets
- $11,387,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,062 | H, C | 20240910134317NAL0003540643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,387,889
- Total liabilities (EOY)
- $35,251
- Net assets (EOY)
- $11,352,638
- Net assets (BOY)
- $7,806,527
Income & contributions
- Employer contributions
- $310,989
- Participant contributions
- $2,576,115
- Total contributions
- $3,201,379
- Total income / additions
- $4,627,612
Expenses & distributions
- Benefits paid
- $959,907
- Administrative expenses
- $84,898
- Total expenses
- $1,081,501
- Net increase / (decrease)
- $3,546,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $84,898 | $0 | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Multifamily Management Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Suffern, NY
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation