Family Allergy & Asthma Safe Harbor 401(K) Plan — Form 5500 plan (Family Allergy Mso, 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, Family Allergy & Asthma Safe Harbor 401(K) Plan is a benefit plan reported by Family Allergy Mso, LLC under EIN 82-4503357 and plan number 001. The latest loaded filing year is 2023. The filing reports 457 participants and $34,440,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Allergy Mso, LLC
- EIN
- 82-4503357
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $34,440,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20241014085037NAL0014664051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,440,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,440,719
- Net assets (BOY)
- $27,422,449
Income & contributions
- Employer contributions
- $1,244,804
- Participant contributions
- $2,577,669
- Total contributions
- $4,813,366
- Total income / additions
- $9,294,907
Expenses & distributions
- Benefits paid
- $2,199,408
- Administrative expenses
- $77,229
- Total expenses
- $2,276,637
- Net increase / (decrease)
- $7,018,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trinity Pension Consultants | OTHER SERVICES | $0 | $19,866 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,129 | $0 | 2023 |
| Cerity Partners Retirement Plan Adv | INVESTMENT ADVISORY | $18,221 | $5 | 2023 |
| Argi Investment Services. LLC | INVESTMENT ADVISORY | $9,626 | $3 | 2023 |
| Mcm Cpas & Advisors Llp | ACCOUNTANT | $7,700 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,240 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family Allergy Mso, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Trinity Pension Consultants — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Cerity Partners Retirement Plan Adv — Schedule C compensation
- Argi Investment Services. LLC — Schedule C compensation
- Mcm Cpas & Advisors Llp — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation