#1
11th December 2015, 06:05 PM
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MBA financial services LLC
I want to get information about the MBA Financial Services, LLC 401K Plan like Financial Information, Participant Information as well as Expenses. So here can you provide me information about it?
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#2
12th December 2015, 09:38 AM
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Re: MBA financial services LLC
As per your demand here I am providing you information about the MBA Financial Services, LLC 401K Plan like Financial Information, Participant Information as well as Expenses. Business Information Year Established 1989 Employees 2 to 4 About MBA Financial Services LLC Private Wealth Management MBA Financial Services LLC 1634 Walnut St., Suite 111 Boulder, CO 80302 - Phone: (888) 374-4744 Email: andrea@mba-financial.com Here I am telling you about the MBA Financial Services, LLC 401K Plan as you want; MBA Financial Services, LLC 401K Plan Plan Information Plan Year 01/01/2014 — 12/31/2014 Effective Date of Plan 01/01/2005 Net Assets as of 12/31/2014 $1,132,682 Plan Number 2 Plan Type Single Employer Did the plan file for an extension of time or the DFVC Program? No Participant Information as of 12/31/2014 Total 8 Total number of participants as of 01/01/2014 6 Number of participants with account balances 8 Financial Information as of 12/31/2014 Total Assets (EOY) $1,132,682 Total Liabilities (EOY) $0 Net Assets (EOY) $1,132,682 Financial Information as of 01/01/2014 Total Assets (BOY) $947,020 Total Liabilities (BOY) $0 Net Assets (BOY) $947,020 Income Cash from Employers $70,386 Cash from Participants $44,284 Others (including rollovers) $0 Other Income $70,992 Total Income $185,662 Net Income $185,662 Expenses Total Benefit Payments $0 Corrective Distributions $0 Administrative Service Providers $0 Other Expenses $0 Total Expenses $0 Total Transfers $0 |