Mbi Direct Mail, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Mbi Direct Mail, 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, Mbi Direct Mail, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Mbi Direct Mail, Inc. under EIN 59-2944301 and plan number 003. The latest loaded filing year is 2023. The filing reports 70 participants and $10,696,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mbi Direct Mail, Inc.
- EIN
- 59-2944301
- Plan number
- 003
- Plan type
- 2
- Location
- Deland, FL
- Latest filing year
- 2023
- Participants
- 70
- End-of-year plan assets
- $10,696,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70 | I | 20240916124704NAL0002791392001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,696,359
- Total liabilities (EOY)
- $2,307,934
- Net assets (EOY)
- $8,388,425
- Net assets (BOY)
- $1,655,485
Income & contributions
- Employer contributions
- $296,928
- Total income / additions
- $6,820,056
Expenses & distributions
- Benefits paid
- $24,172
- Total expenses
- $87,116
- Net increase / (decrease)
- $6,732,940
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.