Msp Real Estate 401(K) Plan — Form 5500 plan (Msp Real Estate)
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, Msp Real Estate 401(K) Plan is a benefit plan reported by Msp Real Estate under EIN 41-1630478 and plan number 001. The latest loaded filing year is 2023. The filing reports 670 participants and $4,920,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Msp Real Estate
- EIN
- 41-1630478
- Plan number
- 001
- Plan type
- 2
- Location
- West Allis, WI
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $4,920,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20241112131825NAL0016124785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,920,769
- Total liabilities (EOY)
- $8,478
- Net assets (EOY)
- $4,912,291
- Net assets (BOY)
- $3,985,058
Income & contributions
- Employer contributions
- $320,861
- Participant contributions
- $705,121
- Total contributions
- $1,048,457
- Total income / additions
- $1,724,622
Expenses & distributions
- Benefits paid
- $756,641
- Administrative expenses
- $39,949
- Total expenses
- $797,389
- Net increase / (decrease)
- $927,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $39,295 | $0 | 2023 |