Mvo Holdings Retirement Savings Plan — Form 5500 plan (Mvo Holdings, 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, Mvo Holdings Retirement Savings Plan is a benefit plan reported by Mvo Holdings, LLC under EIN 83-2787674 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $28,277,552 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mvo Holdings, LLC
EIN
83-2787674
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
343
End-of-year plan assets
$28,277,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241011090916NAL0010756195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,277,552
Total liabilities (EOY)
$0
Net assets (EOY)
$28,277,552
Net assets (BOY)
$23,810,659

Income & contributions

Employer contributions
$688,239
Participant contributions
$1,538,017
Total contributions
$2,317,260
Total income / additions
$6,549,971

Expenses & distributions

Benefits paid
$2,006,463
Administrative expenses
$76,615
Total expenses
$2,083,078
Net increase / (decrease)
$4,466,893

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$41,246$02023
Highland Consulting Associates, InCONSULTANT$32,436not reported in the loaded dataset2023

Related Form 5500 pages