Massey Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Massey Services, 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, Massey Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Massey Services, Inc. under EIN 59-2557150 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,803 participants and $93,094,223 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Massey Services, Inc.
EIN
59-2557150
Plan number
001
Plan type
2
Location
Orlando, FL
Latest filing year
2023
Participants
2,803
End-of-year plan assets
$93,094,223

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,803H, C20241001104520NAL0006953281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,094,223
Total liabilities (EOY)
$0
Net assets (EOY)
$93,094,223
Net assets (BOY)
$75,381,694

Income & contributions

Employer contributions
$3,341,055
Participant contributions
$7,335,116
Total contributions
$11,240,513
Total income / additions
$24,383,814

Expenses & distributions

Benefits paid
$6,443,414
Administrative expenses
$227,871
Total expenses
$6,671,285
Net increase / (decrease)
$17,712,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
One America Retirement Services LLCnot reported in the loaded dataset$188,002not reported in the loaded dataset2023
Resource Investment Advisorsnot reported in the loaded dataset$40,000not reported in the loaded dataset2023
Matrix Trust Companynot reported in the loaded datasetnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages