M S Benbow & Associates 401(K) Plan — Form 5500 plan (M S Benbow & Associates)
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, M S Benbow & Associates 401(K) Plan is a benefit plan reported by M S Benbow & Associates under EIN 72-0838753 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $15,511,171 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.5MPlan net assets, end of year$15,511,171
Participants150Covered participants reported
Assets / participant$103.4KComputed: assets ÷ participants$103,408 (computed)
Provider compensation$6.6K1 Schedule C provider row(s)$6,625
- Plan sponsor
- M S Benbow & Associates
- EIN
- 72-0838753
- Plan number
- 001
- Plan type
- 2
- Location
- Metairie, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241015084715NAL0048540640001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.5M total assets
Net assets$15.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,511,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,511,171
- Net assets (BOY)
- $12,411,556
Income & contributions
- Employer contributions
- $201,348
- Participant contributions
- $858,445
- Total contributions
- $1,059,793
- Total income / additions
- $3,528,368
Expenses & distributions
- Benefits paid
- $417,310
- Administrative expenses
- $4,573
- Total expenses
- $428,753
- Net increase / (decrease)
- $3,099,615
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Strategies Group | THIRD PARTY ADMIN | $0 | $6,625 | 2023 |