Plan5500

Mks2, LLC Retirement Trust — Form 5500 plan (Mks2, 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, Mks2, LLC Retirement Trust is a benefit plan reported by Mks2, LLC under EIN 27-1260077 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $5,361,965 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mks2, LLC
EIN
27-1260077
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
234
End-of-year plan assets
$5,361,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241011122149NAL0044272082001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,361,965
Net assets (EOY)
$5,361,965
Net assets (BOY)
$3,058,372

Income & contributions

Employer contributions
$471,318
Participant contributions
$932,462
Total contributions
$2,275,736
Total income / additions
$2,946,286

Expenses & distributions

Benefits paid
$619,157
Administrative expenses
$23,536
Total expenses
$642,693
Net increase / (decrease)
$2,303,593

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Decimal, Inc.THIRD-PARTY RECORDKEEPER$15,717not reported in the loaded dataset2023

Related Form 5500 pages