Mfa Incorporated Retirement Plan — Form 5500 plan (Mfa Incorporated)
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, Mfa Incorporated Retirement Plan is a benefit plan reported by Mfa Incorporated under EIN 43-0415080 and plan number 006. The latest loaded filing year is 2023. The filing reports 2,856 participants and $216,937,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mfa Incorporated
- EIN
- 43-0415080
- Plan number
- 006
- Plan type
- 3
- Location
- Columbia, MO
- Latest filing year
- 2023
- Participants
- 2,856
- End-of-year plan assets
- $216,937,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,856 | H, C | 20250128160753NAL0023312672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $216,937,036
- Total liabilities (EOY)
- $30,246
- Net assets (EOY)
- $216,906,790
- Net assets (BOY)
- $196,775,022
Income & contributions
- Employer contributions
- $6,660,662
- Total contributions
- $6,660,662
- Total income / additions
- $33,623,793
Expenses & distributions
- Benefits paid
- $12,917,489
- Administrative expenses
- $574,536
- Total expenses
- $13,492,025
- Net increase / (decrease)
- $20,131,768
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mfa Incorporated | PLAN SPONSOR | $129,599 | $106,504 | 2023 |
| Aon Hewitt | SERVICE PROVIDER | $184,920 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Svcs | SERVICE PROVIDER | $136,368 | $0 | 2023 |
| Spencer Fane, Llp | SERVICE PROVIDER | $20,360 | not reported in the loaded dataset | 2023 |
| Armanino Llp | SERVICE PROVIDER | $16,800 | not reported in the loaded dataset | 2023 |
| Pension Consultants | SERVICE PROVIDER | $13,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mfa Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Columbia, MO
- Mfa Incorporated — Schedule C compensation
- Aon Hewitt — Schedule C compensation
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Spencer Fane, Llp — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Pension Consultants — Schedule C compensation