Mlsc Holding Co., Inc. Employees' Retirement Plan — Form 5500 plan (Mlsc Holding Co. Inc.)
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, Mlsc Holding Co., Inc. Employees' Retirement Plan is a benefit plan reported by Mlsc Holding Co. Inc. under EIN 26-2906608 and plan number 001. The latest loaded filing year is 2023. The filing reports 981 participants and $34,315,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mlsc Holding Co. Inc.
- EIN
- 26-2906608
- Plan number
- 001
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 981
- End-of-year plan assets
- $34,315,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 981 | H, C | 20250514221431NAL0028594384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,315,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,315,125
- Net assets (BOY)
- $23,955,829
Income & contributions
- Employer contributions
- $2,555,075
- Participant contributions
- $4,123,074
- Total contributions
- $8,146,816
- Total income / additions
- $12,221,852
Expenses & distributions
- Benefits paid
- $1,706,103
- Administrative expenses
- $156,453
- Total expenses
- $1,862,556
- Net increase / (decrease)
- $10,359,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $156,453 | $0 | 2023 |
| Soltis Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $73,199 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mlsc Holding Co. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Orem, UT
- Principal Life Insurance Company — Schedule C compensation
- Soltis Investment Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation