The Mru Invest In Your Future Plan — Form 5500 plan (Management Resources, 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, The Mru Invest In Your Future Plan is a benefit plan reported by Management Resources, Inc. under EIN 65-0633679 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $2,605,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Management Resources, Inc.
- EIN
- 65-0633679
- Plan number
- 001
- Plan type
- 2
- Location
- Miami Springs, FL
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $2,605,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20251015130826NAL0004628705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,605,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,605,928
- Net assets (BOY)
- $2,040,299
Income & contributions
- Employer contributions
- $430,059
- Total contributions
- $431,483
- Total income / additions
- $730,015
Expenses & distributions
- Benefits paid
- $129,335
- Administrative expenses
- $16,175
- Total expenses
- $164,386
- Net increase / (decrease)
- $565,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $13,511 | $0 | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $2,250 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $415 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Management Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami Springs, FL
- Transamerica Life Insurance Company — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation