2023 2024 Student Forum > Management Forum > Entrance Exams

 
  #2  
12th December 2015, 09:38 AM
Super Moderator
 
Join Date: Apr 2013
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


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