Metropolitan Family Services 401(K) Plan — Form 5500 plan (Metropolitan Family Services)

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, Metropolitan Family Services 401(K) Plan is a benefit plan reported by Metropolitan Family Services under EIN 36-2167940 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,730 participants and $33,311,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metropolitan Family Services
EIN
36-2167940
Plan number
005
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,730
End-of-year plan assets
$33,311,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,730H, C20250415112138NAL0006302066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,311,281
Total liabilities (EOY)
$0
Net assets (EOY)
$33,311,281
Net assets (BOY)
$25,827,651

Income & contributions

Employer contributions
$2,192,303
Participant contributions
$3,376,713
Total contributions
$5,631,772
Total income / additions
$9,724,509

Expenses & distributions

Benefits paid
$2,213,260
Administrative expenses
$27,619
Total expenses
$2,240,879
Net increase / (decrease)
$7,483,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$27,619$02023

Related Form 5500 pages