Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Maryvale — Form 5500 plan (Maryvale)
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, Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Maryvale is a benefit plan reported by Maryvale under EIN 95-3889412 and plan number 004. The latest loaded filing year is 2023. The filing reports 366 participants and $12,564,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maryvale
- EIN
- 95-3889412
- Plan number
- 004
- Plan type
- 2
- Location
- Rosemead, CA
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $12,564,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241015181824NAL0029358561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,564,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,564,627
- Net assets (BOY)
- $11,081,645
Income & contributions
- Employer contributions
- $271,031
- Participant contributions
- $251,504
- Total contributions
- $851,306
- Total income / additions
- $2,802,619
Expenses & distributions
- Benefits paid
- $1,318,580
- Administrative expenses
- $1,057
- Total expenses
- $1,319,637
- Net increase / (decrease)
- $1,482,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $1,057 | $0 | 2023 |