Mjo Industries 401(K) Plan — Form 5500 plan (Mjo Industries)
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, Mjo Industries 401(K) Plan is a benefit plan reported by Mjo Industries under EIN 25-1841702 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $9,853,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mjo Industries
- EIN
- 25-1841702
- Plan number
- 001
- Plan type
- 2
- Location
- Huber Heights, OH
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $9,853,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241015111448NAL0048996064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,853,519
- Total liabilities (EOY)
- $5,488
- Net assets (EOY)
- $9,848,031
- Net assets (BOY)
- $9,537,923
Income & contributions
- Employer contributions
- $265,658
- Participant contributions
- $618,811
- Total contributions
- $987,920
- Total income / additions
- $2,137,310
Expenses & distributions
- Benefits paid
- $1,754,116
- Administrative expenses
- $73,086
- Total expenses
- $1,827,202
- Net increase / (decrease)
- $310,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER | $30,003 | $20,618 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $40,563 | $0 | 2023 |
| Trinity Pension Consultants | TPA | $2,520 | $216 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mjo Industries
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Huber Heights, OH
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Trinity Pension Consultants — Schedule C compensation