Original filing (PDF)20250717205250NAL0000463443001

MBS CAPITAL MARKETS, LLC

Name: MBS CAPITAL MARKETS, LLC — MBS CAPITAL MARKETS, LLC 401K RETIREMENT AND SAVINGS PLAN, Form 5500 (2024)
Creator: MBS CAPITAL MARKETS, LLC

Form 5500-SF

FILING_RECEIVED

MBS CAPITAL MARKETS, LLC 401K RETIREMENT AND SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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 MBS CAPITAL MARKETS, LLC.

Plan sponsor

Name

MBS CAPITAL MARKETS, LLC

EIN

27-3084867

Address

1902 S MACDILL AVE · TAMPA BAY, FL · 33629

Phone

(813) 784-2945

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MAGNOLIA STATE BANK

MAGNOLIA STATE BANK SALARY SAVINGS PLAN

$6.0M · 72 participants

LARSEN WURZEL & ASSOCIATES, INC.

LARSEN WURZEL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$6.0M · 19 participants

OMNICAP GROUP LLC

OMNICAP 401(K) PROFIT SHARING PLAN

$6.1M · 16 participants

ORIGIN INVESTMENTS GROUP LLC

ORIGIN INVESTMENTS GROUP LLC 401(K) PLAN

$6.0M · 64 participants

VAKIF BANK NEW YORK

VAKIF BANK 401(K) PLAN

$6.1M · 21 participants