Plan5500

Many Happy Returns 401(K) Plan — Form 5500 plan (Movista, 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, Many Happy Returns 401(K) Plan is a benefit plan reported by Movista, Inc. under EIN 26-3463558 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $4,351,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Movista, Inc.
EIN
26-3463558
Plan number
001
Plan type
2
Location
Bentonville, AR
Latest filing year
2023
Participants
149
End-of-year plan assets
$4,351,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241011145158NAL0011050259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,351,710
Total liabilities (EOY)
$0
Net assets (EOY)
$4,351,710
Net assets (BOY)
$3,419,876

Income & contributions

Employer contributions
$166,888
Participant contributions
$664,864
Total contributions
$897,147
Total income / additions
$1,640,798

Expenses & distributions

Benefits paid
$668,282
Administrative expenses
$32,138
Total expenses
$708,964
Net increase / (decrease)
$931,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Family Legacy Planning, Inc.INVESTMENT ADVISOR$19,960not reported in the loaded dataset2023
Pcs RetirementCONTRACT ADMINISTRATOR$12,178not reported in the loaded dataset2023

Related Form 5500 pages