How big is MBK Enterprises, Inc.'s plan?

MBK Enterprises, Inc.'s plan reported $66.3M in assets and 134 participants for 2024.

Original filing (PDF)20250923145454NAL0015116514001

MBK Enterprises, Inc.

Name: MBK Enterprises, Inc. — Millstone Weber Employee, Form 5500 (2024)
Creator: MBK Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Millstone Weber Employee Stock Ownership Plan

Defined-contribution retirement plan · MBK Enterprises, Inc.'s Millstone Weber Employee Stock Ownership Plan held $66.3M in plan assets for 134 participants in 2024.

Signals · 3

100% in single holdingHigh average account balanceNo recordkeeper disclosed

Active participants

134

Accounts w/ balance

132

Plan assets (EOY)

$66.3M

Net assets (EOY)

$65.0M

Plan identifiers

MBK Enterprises, Inc.'s EIN is 43-1841430.

EIN 43-1841430

Plan number 001

Plan year 2024

ACK ID 20250923145454NAL0015116514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MBK Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MBK Enterprises, Inc.'s plan includes profit-sharing, a leveraged ESOP, an S-corporation ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MBK ENTERPRISES, INC..

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

100% of assets in employer securities (concentration risk).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score