La Michoacana Meat Market 401(K) Plan — Form 5500 plan (Michoacana Marketing 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, La Michoacana Meat Market 401(K) Plan is a benefit plan reported by Michoacana Marketing Services, LLC under EIN 20-8879523 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,507 participants and $4,280,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michoacana Marketing Services, LLC
- EIN
- 20-8879523
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,507
- End-of-year plan assets
- $4,280,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,507 | H, C | 20240516211555NAL0036177811001 |
| 2023 | 2,327 | H, C | 20241011012546NAL0021126497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,955,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,955,525
- Net assets (BOY)
- $4,380,012
Income & contributions
- Employer contributions
- $68,894
- Participant contributions
- $174,869
- Total contributions
- $243,763
- Total income / additions
- $851,368
Expenses & distributions
- Benefits paid
- $219,076
- Administrative expenses
- $49,044
- Total expenses
- $275,855
- Net increase / (decrease)
- $575,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch - Fas | REGISTERED INVESTMENT AD | $10,783 | not reported in the loaded dataset | 2023 |
| Merrill Lynch - Eps | REGISTERED INVESTMENT AD | $10,783 | not reported in the loaded dataset | 2023 |
| Merrill Lynch - Fas | REGISTERED INVESTMENT AD | $5,776 | not reported in the loaded dataset | 2023 |
| Merrill Lynch - Eps | REGISTERED INVESTMENT AD | $5,776 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co. | RECORDKEEPER | $0 | $568 | 2023 |
| John Hancock Life Insurance Co. | RECORDKEEPER | $0 | $187 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michoacana Marketing Services, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Merrill Lynch - Fas — Schedule C compensation
- Merrill Lynch - Eps — Schedule C compensation
- John Hancock Life Insurance Co. — Schedule C compensation