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| Plan Name | RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | MMWK MANAGEMENT, INC. |
| Employer identification number (EIN): | 274062228 |
| NAIC Classification: | 523900 |
Additional information about MMWK MANAGEMENT, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2010-11-24 |
| Company Identification Number: | 0801347936 |
| Legal Registered Office Address: |
2820 DALLAS PKWY PLANO United States of America (USA) 75093 |
More information about MMWK MANAGEMENT, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | CHRISTOPHER WINKLER | |||
| 002 | 2023-01-01 | ||||
| 002 | 2023-01-01 | CHRISTOPHER WINKLER |
| Measure | Date | Value |
|---|---|---|
| 2023 : RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
| Total plan liabilities at end of year | 2023-12-31 | $17,041,620 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $4,338,324 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $686,044 |
| Total plan assets at end of year | 2023-12-31 | $20,693,900 |
| Total plan assets at beginning of year | 2023-12-31 | $0 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $686,044 |
| Other income received | 2023-12-31 | $1,438,324 |
| Net income (gross income less expenses) | 2023-12-31 | $3,652,280 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,652,280 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $17,793,900 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $2,900,000 |
| 2023: RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | First time form 5500 has been submitted | Yes |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
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