Plan5500

Mastery Logistics Systems, Inc. 401(K) Plan — Form 5500 plan (Mastery Logistics Systems, 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, Mastery Logistics Systems, Inc. 401(K) Plan is a benefit plan reported by Mastery Logistics Systems, Inc. under EIN 83-1185597 and plan number 001. The latest loaded filing year is 2023. The filing reports 605 participants and $24,502,945 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mastery Logistics Systems, Inc.
EIN
83-1185597
Plan number
001
Plan type
2
Location
Lake Forest, IL
Latest filing year
2023
Participants
605
End-of-year plan assets
$24,502,945

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023605H, C20241001150415NAL0003395027002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,502,945
Net assets (EOY)
$24,502,945
Net assets (BOY)
$12,781,386

Income & contributions

Employer contributions
$2,513,433
Participant contributions
$5,429,919
Total contributions
$9,211,793
Total income / additions
$12,888,030

Expenses & distributions

Benefits paid
$1,043,702
Administrative expenses
$114,558
Total expenses
$1,166,471
Net increase / (decrease)
$11,721,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesINVESTMENT ADVISOR$67,755not reported in the loaded dataset2023
Transamerica Financial Life Ins CoRECORD KEEPER$46,803$02023

Related Form 5500 pages