Plan5500

Mmr Group, Inc. Profit Sharing Plan — Form 5500 plan (Mmr Group, 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, Mmr Group, Inc. Profit Sharing Plan is a benefit plan reported by Mmr Group, Inc. under EIN 72-1046000 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,408 participants and $70,982,314 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$70.4MPlan net assets, end of year$70,420,798
Participants5.4KCovered participants reported5,408
Assets / participant$13.1KComputed: assets ÷ participants$13,125 (computed)
Provider compensation$165.2K4 Schedule C provider row(s)$165,206
Plan sponsor
Mmr Group, Inc.
EIN
72-1046000
Plan number
002
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    5,408 participants · 2Sch HSch C
    View filing →
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)$71M total assets
Net assets$70.4MLiabilities$561.5K
Money in vs. money out
Total income / additions$17.8M
Total expenses$4.9M
Benefits paid / distributions$4.3M
Contributions
Employer$700K
Participant$6.1M
Full reported line items

Net assets

Total assets (EOY)
$70,982,314
Total liabilities (EOY)
$561,516
Net assets (EOY)
$70,420,798
Net assets (BOY)
$55,768,096

Income & contributions

Employer contributions
$700,000
Participant contributions
$6,061,405
Total contributions
$7,209,602
Total income / additions
$17,824,599

Expenses & distributions

Benefits paid
$4,349,988
Administrative expenses
$7,570
Total expenses
$4,925,681
Net increase / (decrease)
$12,898,918
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.

Contribution share (employer vs. participant)
Employer 10%Participant 90%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wells Fargo Advisors Financial Netw$149K
    INVESTMENT ADVISORY · Direct $0 · Indirect $149K
  2. 2
    Employee Plan Compliance Co Of Loui$15.5K
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $15.5K
  3. 3
    Principal Life Insurance Company$750
    CONTRACT ADMINISTRATOR · Direct $750 · Indirect $0
  4. 4
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

Related Form 5500 pages