Original filing (PDF)20241015143944NAL0028795697001

MB EXECUTIVE CONSULTING, LLC

Name: MB EXECUTIVE CONSULTING, LLC — MB EXECUTIVE CONSULTING LLC 401(K) PLAN, Form 5500 (2023)
Creator: MB EXECUTIVE CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

MB EXECUTIVE CONSULTING LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MB EXECUTIVE CONSULTING, LLC.

Plan sponsor

Name

MB EXECUTIVE CONSULTING, LLC

EIN

46-4136818

Address

11895 MONKEY HOLLOW RD. · SUNBURY, OH · 43074

Phone

(614) 783-9726

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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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