Original filing (PDF)20241015115545NAL0029489361001

MMS STRATEGIES

Name: MMS STRATEGIES — MMS STRATEGIES DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: MMS STRATEGIES

Form 5500-SF

FILING_RECEIVED

MMS STRATEGIES DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MMS STRATEGIES.

Plan sponsor

Name

MMS STRATEGIES

EIN

20-4005111

Address

520 CAPITOL MALL, SUITE 280 · SACRAMENTO, CA · 95814

Phone

(916) 479-3687

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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