Mvp, Inc. 401(K) Savings Plan And Trust — Form 5500 plan (Magnum Venus Products, 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, Mvp, Inc. 401(K) Savings Plan And Trust is a benefit plan reported by Magnum Venus Products, Inc. under EIN 36-2650388 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $14,328,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Magnum Venus Products, Inc.
- EIN
- 36-2650388
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $14,328,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241015160752NAL0015045459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,328,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,328,275
- Net assets (BOY)
- $12,581,042
Income & contributions
- Employer contributions
- $398,316
- Participant contributions
- $1,346,819
- Total contributions
- $1,848,840
- Total income / additions
- $3,713,289
Expenses & distributions
- Benefits paid
- $1,966,056
- Administrative expenses
- $0
- Total expenses
- $1,966,056
- Net increase / (decrease)
- $1,747,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $36,559 | $19,881 | 2023 |
| Raymond James Financial Services Ad | INVESTMENT ADVISOR | $28,089 | not reported in the loaded dataset | 2023 |
| Woodbury Financial Services, Inc. | INVESTMENT ADVISOR | $10,286 | not reported in the loaded dataset | 2023 |
| Charles Schwab | INVESTMENT ADVISOR | $0 | $9,640 | 2023 |
| Erisa Services, Inc. | CONTRACT ADMIN | $469 | $6,491 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Magnum Venus Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Stancorp Financial Group — Schedule C compensation
- Raymond James Financial Services Ad — Schedule C compensation
- Woodbury Financial Services, Inc. — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Erisa Services, Inc. — Schedule C compensation