Plan5500

Your 401k Plan, LLC Retirement Plan — Form 5500 plan (Mfrg-Icon Construction)

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, Your 401k Plan, LLC Retirement Plan is a benefit plan reported by Mfrg-Icon Construction under EIN 82-1997588 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $3,906,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mfrg-Icon Construction
EIN
82-1997588
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
155
End-of-year plan assets
$3,906,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20241011164628NAL0023264001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,906,814
Total liabilities (EOY)
$0
Net assets (EOY)
$3,906,814
Net assets (BOY)
$2,528,810

Income & contributions

Employer contributions
$415,124
Participant contributions
$817,027
Total contributions
$1,268,784
Total income / additions
$1,762,873

Expenses & distributions

Benefits paid
$329,601
Administrative expenses
$54,500
Total expenses
$384,869
Net increase / (decrease)
$1,378,004

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Curafin AdvisorsINVESTMENT ADVISOR$24,688not reported in the loaded dataset2023
AscensusRECORDKEEPER$24,543not reported in the loaded dataset2023
MgksTHIRD PARTY ADMIN$7,910not reported in the loaded dataset2023

Related Form 5500 pages