Mosure & Syrakis 401(K) Profit Sharing Trust — Form 5500 plan (Ms Consultants, 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, Mosure & Syrakis 401(K) Profit Sharing Trust is a benefit plan reported by Ms Consultants, Inc. under EIN 34-6546916 and plan number 001. The latest loaded filing year is 2023. The filing reports 483 participants and $39,166,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ms Consultants, Inc.
EIN
34-6546916
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
483
End-of-year plan assets
$39,166,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023483H, C20241011153829NAL0022244609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,166,584
Total liabilities (EOY)
$0
Net assets (EOY)
$39,166,584
Net assets (BOY)
$30,912,789

Income & contributions

Employer contributions
$772,487
Participant contributions
$2,872,282
Total contributions
$4,223,212
Total income / additions
$10,288,516

Expenses & distributions

Benefits paid
$1,963,572
Administrative expenses
$68,840
Total expenses
$2,034,721
Net increase / (decrease)
$8,253,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acec Retirement TrustOTHER$41,081not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$19,577$02023
Empower Advisory Group, LLCINVESTMENT MGMT$8,182not reported in the loaded dataset2023

Related Form 5500 pages