Mutual Shareholder Services Ll 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Mutual Shareholder Services Ll)
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, Mutual Shareholder Services Ll 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Mutual Shareholder Services Ll under EIN 34-1896033 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $4,918,416 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mutual Shareholder Services Ll
- EIN
- 34-1896033
- Plan number
- 001
- Plan type
- 2
- Location
- Broadview Heights, OH
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $4,918,416
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20240518143718NAL0045163185001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,918,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,918,416
- Net assets (BOY)
- $3,951,574
Income & contributions
- Employer contributions
- $87,760
- Participant contributions
- $153,262
- Total income / additions
- $1,149,111
Expenses & distributions
- Benefits paid
- $174,316
- Administrative expenses
- $7,953
- Total expenses
- $182,269
- Net increase / (decrease)
- $966,842
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.