Mgt Of America Consulting, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Mgt Of America Consulting, LLC)
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, Mgt Of America Consulting, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mgt Of America Consulting, LLC under EIN 81-0890071 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $38,075,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mgt Of America Consulting, LLC
- EIN
- 81-0890071
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $38,075,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20250205133316NAL0004822675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,075,617
- Net assets (EOY)
- $38,075,617
- Net assets (BOY)
- $10,335,110
Income & contributions
- Employer contributions
- $1,926,593
- Participant contributions
- $3,329,852
- Total contributions
- $6,561,019
- Total income / additions
- $12,491,627
Expenses & distributions
- Benefits paid
- $3,460,098
- Administrative expenses
- $156,262
- Total expenses
- $3,616,360
- Net increase / (decrease)
- $8,875,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Insurance Services | CONTRACT ADMIN | $104,443 | $4,583 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,708 | $0 | 2023 |
| Empower Advisory Groups ,LLC | INVESTMENT MGMT | $10,987 | $0 | 2023 |
| Erisa Services Of Georgia, LLC | CONTRACT ADMIN | $6,800 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt Co. | OTHER | $3,161 | $0 | 2023 |
| Florida Retirement Consultants, LLC | CONTRACT ADMIN | $65 | $1,222 | 2023 |
| Dgh & Associates Inc Dba | OTHER | $195 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mgt Of America Consulting, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Alliant Insurance Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Groups ,LLC — Schedule C compensation
- Erisa Services Of Georgia, LLC — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co. — Schedule C compensation
- Florida Retirement Consultants, LLC — Schedule C compensation
- Dgh & Associates Inc Dba — Schedule C compensation