Mfs Supply, LLC 401(K) Plan — Form 5500 plan (Mfs Supply, 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, Mfs Supply, LLC 401(K) Plan is a benefit plan reported by Mfs Supply, LLC under EIN 20-4935387 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $4,830,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mfs Supply, LLC
- EIN
- 20-4935387
- Plan number
- 001
- Plan type
- 2
- Location
- Solon, OH
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $4,830,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20240905082154NAL0034572544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,830,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,830,709
- Net assets (BOY)
- $3,471,049
Income & contributions
- Employer contributions
- $178,776
- Participant contributions
- $660,093
- Total contributions
- $919,334
- Total income / additions
- $1,686,631
Expenses & distributions
- Benefits paid
- $249,453
- Administrative expenses
- $58,827
- Total expenses
- $326,971
- Net increase / (decrease)
- $1,359,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,125 | $0 | 2023 |
| Meaden & Moore Ltd | OTHER | $14,700 | not reported in the loaded dataset | 2023 |
| Mfs Supply LLC | OTHER | $11,800 | not reported in the loaded dataset | 2023 |
| Vantage Financial Group, Inc | INVESTMENT ADVISOR | $11,669 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,533 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mfs Supply, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Solon, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Meaden & Moore Ltd — Schedule C compensation
- Mfs Supply LLC — Schedule C compensation
- Vantage Financial Group, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation