Original filing (PDF)20230731124003NAL0009018771001

M and S Financial Services

Name: M and S Financial Services — M and S Financial, Form 5500 (2022)
Creator: M and S Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M and S Financial Services SOCA Benefit Plan

Health & welfare plan · M and S Financial Services' M and S Financial Services SOCA Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed M and S Financial Services' 2022 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

M and S Financial Services' EIN is 45-4167676.

EIN 45-4167676

Plan number 501

Plan year 2022

ACK ID 20230731124003NAL0009018771001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for M and S Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

M and S Financial Services' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M AND S FINANCIAL SERVICES.

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Plan health score (directional)

Limited public data — directional only

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. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score