Money Management International 401k Retirement Plan — Form 5500 plan (Money Management International, 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, Money Management International 401k Retirement Plan is a benefit plan reported by Money Management International, Inc under EIN 54-1837741 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $33,486,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Money Management International, Inc
- EIN
- 54-1837741
- Plan number
- 002
- Plan type
- 2
- Location
- Stafford, TX
- Latest filing year
- 2023
- Participants
- 402
- End-of-year plan assets
- $33,486,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H | 20240918074510NAL0004007953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,486,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,486,737
- Net assets (BOY)
- $29,684,696
Income & contributions
- Employer contributions
- $423,590
- Participant contributions
- $1,266,046
- Total contributions
- $1,814,995
- Total income / additions
- $6,289,273
Expenses & distributions
- Benefits paid
- $2,397,738
- Administrative expenses
- $68,159
- Total expenses
- $2,487,232
- Net increase / (decrease)
- $3,802,041
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.