Musculoskeletal Transplant Foundation 401(K) Profit Sharing Plan — Form 5500 plan (Musculoskeletal Transplant Foundation)
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, Musculoskeletal Transplant Foundation 401(K) Profit Sharing Plan is a benefit plan reported by Musculoskeletal Transplant Foundation under EIN 22-2803458 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,614 participants and $210,142,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Musculoskeletal Transplant Foundation
- EIN
- 22-2803458
- Plan number
- 001
- Plan type
- 2
- Location
- Edison, NJ
- Latest filing year
- 2023
- Participants
- 1,614
- End-of-year plan assets
- $210,142,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,614 | H, C | 20241014155753NAL0026647025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,142,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,142,882
- Net assets (BOY)
- $177,011,976
Income & contributions
- Employer contributions
- $5,583,472
- Participant contributions
- $9,868,365
- Total contributions
- $16,329,813
- Total income / additions
- $45,949,529
Expenses & distributions
- Benefits paid
- $12,523,127
- Administrative expenses
- $295,496
- Total expenses
- $12,818,623
- Net increase / (decrease)
- $33,130,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $295,496 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $80,000 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISORY | $80,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $15,000 | 2023 |
| Cliftonlarsonallen, Llp | ACCOUNTANT | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Musculoskeletal Transplant Foundation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Edison, NJ
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation