Norstella 401(K) Profit Sharing Plan — Form 5500 plan (Managed Markets Insights & Technology 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, Norstella 401(K) Profit Sharing Plan is a benefit plan reported by Managed Markets Insights & Technology LLC under EIN 27-3143658 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,244 participants and $69,313,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Managed Markets Insights & Technology LLC
- EIN
- 27-3143658
- Plan number
- 001
- Plan type
- 2
- Location
- Yardley, PA
- Latest filing year
- 2023
- Participants
- 1,244
- End-of-year plan assets
- $69,313,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,244 | H, C | 20241015160538NAL0029045713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,313,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,313,297
- Net assets (BOY)
- $24,690,996
Income & contributions
- Employer contributions
- $3,441,154
- Participant contributions
- $8,565,806
- Total contributions
- $14,534,013
- Total income / additions
- $23,413,892
Expenses & distributions
- Benefits paid
- $5,393,910
- Administrative expenses
- $138,593
- Total expenses
- $5,532,503
- Net increase / (decrease)
- $17,881,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | INVESTMENT ADVISOR | $105,159 | $0 | 2023 |
| Alliant Insurance Services Inc. | CONTRACT ADMIN | $21,034 | $0 | 2023 |
| Empower Advisory Group, LLC | RECORDKEEPER | $12,400 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Managed Markets Insights & Technology LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Yardley, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Alliant Insurance Services Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation