· 2022–2024 · DOL EFAST2

MNS Financial Management, L.L.C. — Marquis Wealth, Form 5500 (2025)

Original filing (PDF)20260716152318NAL0003490899001

MNS Financial Management, L.L.C.

Form 5500-SF

FILING_RECEIVED

Marquis Wealth Management Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · MNS Financial Management, L.L.C.'s Marquis Wealth Management Group 401(k) Profit Sharing Plan & Trust held $3.9M in plan assets for 9 participants in 2025.

Active participants

9

Accounts w/ balance

9

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MNS FINANCIAL MANAGEMENT, L.L.C..

Plan sponsor

Name

MNS FINANCIAL MANAGEMENT, L.L.C.

EIN

65-0889300all filings

Address

6208 WHISKEY CREEK DRIVE · FORT MYERS, FL · 33919

Phone

(239) 454-1117

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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